Senior Client Strategist - Financial Services - Remote

Overview

The Senior Client Strategist is a pivotal member of our Financial Services account support team, driving revenue through the successful design and implementation of customer acquisition and growth programs for banks and credit unions.

In Short

• Drive revenue through customer acquisition and growth programs.
• Conduct thorough discovery to understand clients' challenges.
• Architect solutions leveraging Vericast's capabilities.
• Maintain high-touch relationships with clients post-sale.
• Create compelling content to position Vericast as a thought leader.
• Analyze program performance data for optimization.
• Develop and present quarterly business reviews.
• Identify cross-sell and upsell opportunities.
• Partner with Sales Directors for territory execution plans.
• Travel at least 50% of the time for client meetings.

Requirements

• Bachelor's Degree required; MBA preferred.
• 7+ years of experience in financial services marketing.
• Previous senior management role in bank or credit union marketing required.
• Experience presenting to C-level executives.
• Proven track record of successful customer acquisition programs.
• Strong analytical skills with data analysis tools.
• Exceptional communication and presentation skills.
• Experience with marketing technology platforms.
• Strong project management and organizational skills.
• Entrepreneurial mindset with the ability to work independently.

Benefits

• Medical, dental, and vision coverage.
• 401K with company match.
• Generous PTO allowance.
• Life insurance and employee assistance programs.
• Pet insurance available.
• Supportive and inclusive workplace culture.