Job Description

The Enterprise Solutions Executive for the Financial Institution (FI) team is responsible for driving revenue goals through engagement with existing top accounts and new business acquisition.

In your role, you will engage with senior Marketing, Line of Business, and Data/IT decision makers to understand their needs and align with current or future-state Vericast solutions.

You will carry your own sales quota and deliver marketing, deposit & loan acquisition, and other engagement solutions to Vericast’s most important bank and credit union clients and prospects. You will partner with Account Executives, Client Strategists, SMEs, and Business Analysts to develop account engagement plans, identify solution alignment, and lead sales opportunities to achieve and exceed your sales targets.

Your professional DNA is that of a highly influential advisor with a passion for helping your clients achieve their goals with marketing and growth solutions. You naturally build close relationships with Vericast’s clients to understand their business drivers and how they relate to broader industry trends.  You expertly establish buy-in for your solutions at all organizational levels (frontline marketing & operations professionals, mid-level leaders, and senior executive management).

KEY DUTIES/RESPONSIBILITIES

• Engage client contacts at all organizational levels – C-suite to front-line – at target accounts to discover needs, align with Vericast solutions, and sell & deliver results.
• Identify opportunities within Vericast’s existing clients and potential new clients in the Financial Services industry.
• Develop a sustained pipeline of viable opportunities to exceed quota by actively prospecting via phone, email, marketing follow-up, personal relationships, and executive introductions.
• Partner with existing client teams (Account Executives, Directors, Client Strategists, etc) to identify target accounts and opportunities.
• Perform and interpret value analyses to identify value-creation opportunities for our clients via a thorough Discovery process.
• Effectively and independently deliver the Vericast Financial Institution value proposition -- demonstrating a full understanding of our capabilities.
• Identify the client's key cost and value drivers and engage in high-level strategic Marketing planning.
• Discover un-met client needs in alignment with Vericast’s strategic direction and partner with product to design and develop future-state solutions.
• Lead proposal and business development efforts in identified key accounts.
• Leverages internal expertise (Strategy, Product, Data science, IT, etc) as needed to move prospects along sales cycle and providing ongoing feedback to Sales Leadership and cross-functional partners.
• Together with Business Analysts, monitor the achievement of strategic, financial, and operational benefits of our sold and implemented solutions, ensuring that planned business outcomes are achieved.

Qualifications

EDUCATION

• Bachelor's Degree in business management or related field

EXPERIENCE

• 10+ years in a quota carrying sales role; demonstrated consistent over performance.
• 3+ years experience in FinTech and/or as a Sales Engineer highly desired.
• Recent solutions sales experience within a financial services vendor, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
• Aptitude and passion for technology – Must be able to credibly discuss technical topics and simplify/translate complex concepts into business outcomes.
• Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding of the client's market and strategic needs to align and recommend the ideal solution.
• Entrepreneurial mindset – Must be able to learn quickly, pivot, and adapt to changes in product and strategy as needed.
• Proven / consistent track record of success in achieving and exceeding annual quotas and business objectives
• Highly skilled in opportunity qualification, consultative selling, overcoming objections, presentation delivery, and negotiation

KNOWLEDGE/SKILLS/ABILITIES

• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside. Executive presence & ease in communicating with C-level executives required.
• Ability and willingness to travel (50%+).
• Ability to interpret financial institution needs and translate them into products/services.
• An understanding of both sides of a bank’s balance sheet including how product drives the business and ability to speak to quantifying results from a management perspective.
• Consulting background or agency experience preferred. 
• Adapt easily to change - including the market, products, and internal company initiatives.
• Deliver formal/high impact presentations - to clients and internally as needed.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
• Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
• Innovative, analytical, and strategic thinking.
• Manage client expectations.
• Proficient at solution selling and closing opportunities.
• Show a consistent track record of success in achieving and exceeding annual quota and business goals.
• Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

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Job Description

The Senior Product Owner - Financial Services is responsible for defining and managing the strategic direction of the product portfolio, ensuring alignment with overall business objectives. This role involves collaborating with cross-functional teams - including product marketing, sales, development, CRM, pricing, and customer support - to develop and communicate a clear product roadmap. The Sr Product Owner-FI will manage all Scrum team activities, foster cross-team collaboration, and serve as the central communication point to ensure alignment and clarity across departments. Key responsibilities include defining and maintaining the product backlog, breaking down epics into actionable features and user stories, and prioritizing tasks based on business and technical needs.

Additionally, the Sr Product Owner-FI will work closely with the pricing team to develop competitive pricing strategies and with product marketing to create effective go-to-market plans and sales enablement tools. This role requires continuous development of market and technical knowledge to inform product decisions, leveraging CRM tools and customer insights to guide product enhancements. The Sr Product Owner-FI will oversee the execution of the product development process, monitor performance against key KPIs, and make data-driven decisions to optimize the product portfolio. As the Subject Matter Expert (SME), the Sr Product Owner-FI will support clients through direct engagement and represent the product at various speaking engagements, webinars, and public forums, driving product awareness and market presence.

KEY DUTIES/RESPONSIBILITIES

• Product Strategy and Roadmap Management: Define and manage the strategic direction of the product portfolio, aligning it with overall business objectives. Collaborate with cross-functional teams - including product marketing, sales, and other product owners - to develop a clear product roadmap. Regularly update and communicate the roadmap to stakeholders, ensuring alignment and clarity. 30%
• Cross-Functional Collaboration and Coordination: Manage all activities of the Scrum team, including Daily Stand Ups, Planning, Grooming, and Retrospectives. Create a relationship with the Scrum Team that fosters mutual respect and collaboration. Act as the central communication point between development, sales, marketing, CRM, pricing, and customer support teams to ensure each understands their role in the product development process. 30%
• Backlog Management and User Story Development: Define and maintain the product backlog for products supported, breaking down epics into features and creating detailed user stories for development teams. Ensure the backlog is prioritized based on business and technical needs, serving as the business expert for the Scrum Team and negotiating priorities with stakeholders. Accept completed user stories to ensure they fulfill the defined acceptance criteria. 15%
• Pricing and Go-to-Market Strategy:Collaborate with the pricing team to develop and refine pricing strategies that ensure competitive positioning and profitability. Work with product marketing to create effective go-to-market plans, sales enablement tools, and customer-facing materials that communicate the product's value proposition. 10%
• Market and Technical Knowledge Development: Continuously build market and technical knowledge to inform key product decisions. Develop a high level of expertise on the products supported, learning and relaying technical concepts dynamically based on the audience. Leverage CRM tools and customer insights to guide product enhancements, ensuring the portfolio meets customer needs and drives satisfaction. 5%
• Execution and Performance Monitoring:Oversee the execution of the product development process, ensuring that all teams are on track to meet key milestones and deliverables. Monitor the performance of the product portfolio against key performance indicators (KPIs) such as revenue, market share, and client satisfaction. Make data-driven decisions to optimize the product portfolio and adjust strategies as needed to achieve desired outcomes. 5%
• Client Support and Thought Leadership: Serve as the Subject Matter Expert (SME) for the product portfolio, supporting clients through direct engagement, presentations, and consultations. Represent the product at webinars, conferences, and speaking engagements, sharing insights and updates to strengthen client relationships and market presence. Develop content for various channels, including blogs and vlogs, to communicate product features, benefits, and industry trends. Actively participate in public forums to demonstrate expertise, foster trust, and drive product awareness, while ensuring that all messaging aligns with the overall product strategy and company goals. 5%

Qualifications

EDUCATION

• Bachelor's degree (Required) in a technical field or finance preferred.

EXPERIENCE

• 10-15+ years of experience in the banking industry, with a focus on retail deposits, lending and/or compliance.
• 3-5+ years experience with Jira/Confluence (Required).
• Experience in developing, launching, and managing deposit, lending, and/or compliance products is essential. This includes experience with pricing strategies, market analysis, and product lifecycle management.
• Advanced Certification in Product Management for Financial Services.
• Experience in advertising or big data preferred.
• Certified Scrum Product Owner (CSPO) (Preferred)
• Project Management Professional (PMP) (Preferred)

KNOWLEDGE/SKILLS/ABILITIES

• Ability to analyze market trends, customer data, and performance metrics to make data driven decisions.
• Ability to break down technical issues into easily digestible data points.
• Ability to develop and implement strategic initiatives for deposit growth and retention, aligning with the bank's overall goals.
• Ability to work independently and as part of a team.
• Comprehensive understanding of banking regulations related to deposit products, such as the Dodd Frank Act, Regulation D, and the Bank Secrecy Act.
• Deep understanding of deposit products, including savings accounts, checking accounts, certificates of deposit (CDs), and money market accounts.
• Excellent written and verbal communication skills.
• Experience managing a Scrum team and backlogs for that team.
• Full understanding of Agile principles, with Agile certification.
• Proficiency in analyzing financial statements, understanding balance sheets, and managing risks associated with deposit products.
• Strong interpersonal and relationship building skills.
• Strong leadership skills to manage and motivate a team, with experience in leading cross functional teams and projects.

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Job Description

The Business Development Executive for the Financial Institution (FI) team is responsible for driving revenue goals through engagement with existing top accounts and new business acquisition.

In your role, you will engage with senior Marketing, Line of Business, and Data/IT decision makers to understand their needs and align with current or future-state Vericast solutions.

You will carry your own sales quota and deliver marketing, deposit & loan acquisition, and other engagement solutions to Vericast’s most important bank and credit union clients and prospects. You will partner with Account Executives, Client Strategists, SMEs, and Business Analysts to develop account engagement plans, identify solution alignment, and lead sales opportunities to achieve and exceed your sales targets.

Your professional DNA is that of a highly influential advisor with a passion for helping your clients achieve their goals with marketing and growth solutions. You naturally build close relationships with Vericast’s clients to understand their business drivers and how they relate to broader industry trends.  You expertly establish buy-in for your solutions at all organizational levels (frontline marketing & operations professionals, mid-level leaders, and senior executive management).

KEY DUTIES/RESPONSIBILITIES

• Engage client contacts at all organizational levels – C-suite to front-line – at target accounts to discover needs, align with Vericast solutions, and sell & deliver results.
• Identify opportunities within Vericast’s existing clients and potential new clients in the Financial Services industry.
• Develop a sustained pipeline of viable opportunities to exceed quota by actively prospecting via phone, email, marketing follow-up, personal relationships, and executive introductions.
• Partner with existing client teams (Account Executives, Directors, Client Strategists, etc) to identify target accounts and opportunities.
• Perform and interpret value analyses to identify value-creation opportunities for our clients via a thorough Discovery process.
• Effectively and independently deliver the Vericast Financial Institution value proposition -- demonstrating a full understanding of our capabilities.
• Identify the client's key cost and value drivers and engage in high-level strategic Marketing planning.
• Discover un-met client needs in alignment with Vericast’s strategic direction and partner with product to design and develop future-state solutions.
• Lead proposal and business development efforts in identified key accounts.
• Leverages internal expertise (Strategy, Product, Data science, IT, etc) as needed to move prospects along sales cycle and providing ongoing feedback to Sales Leadership and cross-functional partners.
• Together with Business Analysts, monitor the achievement of strategic, financial, and operational benefits of our sold and implemented solutions, ensuring that planned business outcomes are achieved.

Qualifications

EDUCATION

• Bachelor's Degree in business management or related field (Preferred)

EXPERIENCE

• 5+ years in a quota carrying sales role; demonstrated consistent over performance.
• 3+ years experience in FinTech and/or as a Sales Engineer highly desired.
• Recent solutions sales experience within a financial services vendor, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
• Aptitude and passion for technology – Must be able to credibly discuss technical topics and simplify/translate complex concepts into business outcomes.
• Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding of the client's market and strategic needs to align and recommend the ideal solution.
• Entrepreneurial mindset – Must be able to learn quickly, pivot, and adapt to changes in product and strategy as needed.
• Proven / consistent track record of success in achieving and exceeding annual quotas and business objectives
• Highly skilled in opportunity qualification, consultative selling, overcoming objections, presentation delivery, and negotiation

KNOWLEDGE/SKILLS/ABILITIES

• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside. Executive presence & ease in communicating with C-level executives required.
• Ability and willingness to travel (50%+).
• Ability to interpret financial institution needs and translate them into products/services.
• An understanding of both sides of a bank’s balance sheet including how product drives the business and ability to speak to quantifying results from a management perspective.
• Consulting background or agency experience preferred. 
• Adapt easily to change - including the market, products, and internal company initiatives.
• Deliver formal/high impact presentations - to clients and internally as needed.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
• Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
• Innovative, analytical, and strategic thinking.
• Manage client expectations.
• Proficient at solution selling and closing opportunities.
• Show a consistent track record of success in achieving and exceeding annual quota and business goals.
• Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

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Job Description

*The ideal candidate for this position will reside in PA, NJ, NY or DE (USA).

The Account Executive III - Financial Services is responsible for achieving sales and/or profitability goals, from both existing accounts and new client prospects. Account Executive's meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, to understand their individual needs, and recommend solutions, products, and/or services to help their clients attain their goals.

KEY DUTIES/RESPONSIBILITIES

• Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Ability to manage multiple accounts while seeking new opportunities. 
• Meet in person with clients and prospects.
• Deepen existing client relationships—generating incremental business. 
• Consult with clients on business issues and marketing program design. Ability to understand client needs + negotiate costs and services. Resolve sales or delivery issues. 
• Work with Client Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations.
• Manage contracts and up-sell/cross-sell opportunities. 
• Sell with data and insights. 

Qualifications

EDUCATION

• Bachelor’s degree in Business, Marketing or related field (Required)

EXPERIENCE

• 5+ year's experience in a quota carrying sales role; demonstrated ability to close new business and grow existing business relationships.
• Experience with multi-channel marketing disciplines.
• Recent sales experience within a financial services vendor company; marketing discipline preferred.
• 1-3 years experience and proficiency required in Marketing, Media, Advertising.
• Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding of the clients market and strategic needs to align and recommend the ideal solution.
• Use of data and insights as a solution selling tool.

KNOWLEDGE/SKILLS/ABILITIES

• Ability and willingness to travel (50%)
• Ability to interpret marketplace needs and translate them into products/services.
• Adapt easily to change - including the market, products, and internal company initiatives.
• Deliver formal/high impact presentations - to clients and internally as needed.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
• Excellent written and oral communication skills.
• Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
• Innovative, analytical, and strategic thinking.
• Manage client expectations.
• Proficient at solution selling and closing opportunities.
• Show a consistent track record of success in achieving and exceeding annual quota and business objectives.
• Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

EQUIPMENT/SOFTWARE UTILIZED

• Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.

DECISION MAKING

This position requires a high amount of interpretation of financial information, judgement creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives.

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Job Description

The Enterprise Solutions Executive for the Financial Institution (FI) team is responsible for driving revenue goals through engagement with existing top accounts and new business acquisition.

In your role, you will engage with senior Marketing, Line of Business, and Data/IT decision makers to understand their needs and align with current or future-state Vericast solutions.

You will carry your own sales quota and deliver marketing, deposit & loan acquisition, and other engagement solutions to Vericast’s most important bank and credit union clients and prospects. You will partner with Account Executives, Client Strategists, SMEs, and Business Analysts to develop account engagement plans, identify solution alignment, and lead sales opportunities to achieve and exceed your sales targets.

Your professional DNA is that of a highly influential advisor with a passion for helping your clients achieve their goals with marketing and growth solutions. You naturally build close relationships with Vericast’s clients to understand their business drivers and how they relate to broader industry trends.  You expertly establish buy-in for your solutions at all organizational levels (frontline marketing & operations professionals, mid-level leaders, and senior executive management).

KEY DUTIES/RESPONSIBILITIES

• Engage client contacts at all organizational levels – C-suite to front-line – at target accounts to discover needs, align with Vericast solutions, and sell & deliver results.
• Identify opportunities within Vericast’s existing clients and potential new clients in the Financial Services industry.
• Develop a sustained pipeline of viable opportunities to exceed quota by actively prospecting via phone, email, marketing follow-up, personal relationships, and executive introductions.
• Partner with existing client teams (Account Executives, Directors, Client Strategists, etc) to identify target accounts and opportunities.
• Perform and interpret value analyses to identify value-creation opportunities for our clients via a thorough Discovery process.
• Effectively and independently deliver the Vericast Financial Institution value proposition -- demonstrating a full understanding of our capabilities.
• Identify the client's key cost and value drivers and engage in high-level strategic Marketing planning.
• Discover un-met client needs in alignment with Vericast’s strategic direction and partner with product to design and develop future-state solutions.
• Lead proposal and business development efforts in identified key accounts.
• Leverages internal expertise (Strategy, Product, Data science, IT, etc) as needed to move prospects along sales cycle and providing ongoing feedback to Sales Leadership and cross-functional partners.
• Together with Business Analysts, monitor the achievement of strategic, financial, and operational benefits of our sold and implemented solutions, ensuring that planned business outcomes are achieved.

Qualifications

EDUCATION

• Bachelor's Degree in business management or related field

EXPERIENCE

• 10+ years in a quota carrying sales role; demonstrated consistent over performance.
• 3+ years experience in FinTech and/or as a Sales Engineer highly desired.
• Recent solutions sales experience within a financial services vendor, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
• Aptitude and passion for technology – Must be able to credibly discuss technical topics and simplify/translate complex concepts into business outcomes.
• Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding of the client's market and strategic needs to align and recommend the ideal solution.
• Entrepreneurial mindset – Must be able to learn quickly, pivot, and adapt to changes in product and strategy as needed.
• Proven / consistent track record of success in achieving and exceeding annual quotas and business objectives
• Highly skilled in opportunity qualification, consultative selling, overcoming objections, presentation delivery, and negotiation

KNOWLEDGE/SKILLS/ABILITIES

• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside. Executive presence & ease in communicating with C-level executives required.
• Ability and willingness to travel (50%+).
• Ability to interpret financial institution needs and translate them into products/services.
• An understanding of both sides of a bank’s balance sheet including how product drives the business and ability to speak to quantifying results from a management perspective.
• Consulting background or agency experience preferred. 
• Adapt easily to change - including the market, products, and internal company initiatives.
• Deliver formal/high impact presentations - to clients and internally as needed.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
• Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
• Innovative, analytical, and strategic thinking.
• Manage client expectations.
• Proficient at solution selling and closing opportunities.
• Show a consistent track record of success in achieving and exceeding annual quota and business goals.
• Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

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Job Description

JOB SUMMARY

*The ideal candidate will reside in Mountain Time Zone.

You will carry your own sales quota within the Major & Strategic Accounts sales team and deliver digital & analog marketing, payments, deposit & loan acquisition, and other engagement solutions to your assigned territory of existing Vericast bank and credit union clients. Based on your quota, you will develop account plans, set solution sales objectives, identify & qualify new sales opportunities, and partner with internal strategists, SMEs, and business analysts to achieve and exceed your sales targets.

Your professional DNA is that of a highly influential advisor with a passion for helping your clients achieve their goals with marketing and growth solutions. You naturally build close relationships with your clients to understand their business drivers and how they relate to broader industry trends. You expertly establish buy-in for your solutions at all organizational levels (frontline marketing & operations professionals, mid-level leaders, and senior executive management).

Vericast is a high growth company with the leading financial institution marketing solutions in our niche markets. Being an Account Executive at Vericast is an exciting and challenging role. This is an ideal position if you have 7-10+ years of successful sales with a focus on building relationships and creating opportunities with new and existing clients.

This position offers you an opportunity to work in a flexible, no-nonsense, and fast-paced environment, enabling and empowering you to grow as a sales professional.

KEY DUTIES & RESPONSIBILITIES

• Achieve assigned sales targets

• Successfully manage multiple concurrent complex sales cycles - $250k - $500k average opportunity value.

• Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business.

• Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients.

• Consult with bank & credit union clients on business issues and marketing program design. Ability to understand client needs, negotiate costs and services, and resolve sales or delivery issues.

• Partner with Strategists & SMEs to develop insightful proposals and deliver strategic sales presentations and Delivery Teams to execute project specifications and deliver quality results to clients.

• Willingness to travel as needed to meet with clients and prospects. Expected Travel is 50%

Qualifications

EDUCATION

• Bachelor’s degree in Business or related field required.
• Advanced degree in business or related field preferred.

EXPERIENCE

• 7-10 years in a quota carrying sales role; demonstrated consistent over performance.
• Experience with multi-channel marketing disciplines.
• Recent solutions sales experience within a bank, credit union, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
• 1-3 years experience and proficiency required in Marketing, Media, Advertising.
• Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding of the client's market and strategic needs to align and recommend the ideal solution.

KNOWLEDGE / SKILLS / ABILITIES

• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
• Ability and willingness to travel.
• Ability to interpret marketplace needs and translate them into products/services.
• Adapt easily to change - including the market, products, and internal company initiatives.
• Deliver formal/high impact presentations - to clients and internally as needed.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
• Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
• Innovative, analytical, and strategic thinking.
• Manage client expectations.
• Proficient at solution selling and closing opportunities.
• Show a consistent track record of success in achieving and exceeding annual quota and business objectives.
• Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

EQUIPMENT / SOFTWARE UTILIZED

• Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.

DECISION MAKING

• This position requires a high amount of interpretation of financial information, judgement creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives.

See more jobs at Vericast

Apply for this job