Job Description

*The ideal candidate for this position will reside in the Eastern or Central Time Zone (U.S.)

The Director of Financial Institution (FI) Sales is responsible for achieving and exceeding revenue and operating goals for an assigned Team. The Director will work with Senior Leadership to set the strategic direction for the team, oversee management of accounts, attainment of revenue quota’s and performance goals, and to manage and mentor the sales associates.

KEY DUTIES/RESPONSIBILITIES

• Manage and mentor Sales team: Provide strategic insights and support for all Sales Associates. Mentor new sellers by supporting their growth, vertical expertise, management of accounts and ability to drive new business opportunities. Ensure all associates are meeting and exceeding their revenue targets, performance goals and ability to exhibit the core competencies. Ensure an effective, collaborative and supportive relationship between sellers and support teams. Evaluate employee knowledge and skill gaps to ensure they are receiving any training/upskilling needed. Address performance concerns in a timely and effective manner. Ensure all sales activity for associates is accurately and timely captured in appropriate CRM. Develop and mentor sales associates toward individual career goals. 50%
• Drive strategies to maintain and grow revenue, secure new business and retain existing business:  Manage the team to meet and exceed the assigned revenue targets.   Ensure new business development expectations are being met by sellers.   Focus team on selling with data and insights; selling solutions that best meet the clients initiatives. Lead and mentor the team on: selling with insights, creating a story or vision for clients that leads to proposing creative omni-channel solutions. Responsible for overall success, and associate understanding, of all phases of the sales process. Participate in key account and new business meetings as needed. Facilitate relationships with key clients. Effectively engage internal partners to help win and secure revenue opportunities. Understand and effectively communicate all portions of the business to all internal and external stakeholders. Ensure appropriate support departments are properly engaged and meeting the needs of the team. 40%
• Implement processes, policies, procedures and strategic initiatives: Support and implement new products, technology and strategies as rolled out to the sales organization. Provide feedback to senior management on industry trends, strategies and challenges. Establish/maintain working relationships with internal personnel. 10%

Qualifications

EDUCATION

• Bachelor's degree (Required)
• Master of Business Administration (Preferred)

EXPERIENCE

• 15+ years’ Sales experience including Business Development and Account Management
• Sales leadership experience required
• Experience in the Financial Services Industry; experience working with or for banks or credit unions, highly desired

KNOWLEDGE/SKILLS/ABILITIES

• Ability to effectively coach to success.
• Consistent track record of success in achieving and exceeding annual quota and business objectives.
• Knowledge of market research, business statistics, profitability and pricing models, sales, promotion, advertising practices, marketing principles, selling techniques, and distribution channels.
• Proven leader in sales results including lead generation, solution selling and closing sales.
• Sales reporting and forecasting.

COMMUNICATION AND CONTACTS

All internal and external levels of contact. Communication and cooperation between the teams and company is maximized primarily in the areas of Marketing (Sales & Marketing), Operations, and customer feedback.

DECISION MAKING

• Autonomous decision making authority
• Requires broad conceptual judgment and ability to deal with complex factors
• Ability to bring out-of-box recommendations to clients and areas that support sales

OTHER

Travel required as needed; Perform additional responsibilities as needed.

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Job Description

*The ideal candidate for this position will reside in the Eastern or Central Time Zone (U.S.)

The Director of Financial Institution (FI) Sales is responsible for achieving and exceeding revenue and operating goals for an assigned Team. The Director will work with Senior Leadership to set the strategic direction for the team, oversee management of accounts, attainment of revenue quota’s and performance goals, and to manage and mentor the sales associates.

KEY DUTIES/RESPONSIBILITIES

• Manage and mentor Sales team: Provide strategic insights and support for all Sales Associates. Mentor new sellers by supporting their growth, vertical expertise, management of accounts and ability to drive new business opportunities. Ensure all associates are meeting and exceeding their revenue targets, performance goals and ability to exhibit the core competencies. Ensure an effective, collaborative and supportive relationship between sellers and support teams. Evaluate employee knowledge and skill gaps to ensure they are receiving any training/upskilling needed. Address performance concerns in a timely and effective manner. Ensure all sales activity for associates is accurately and timely captured in appropriate CRM. Develop and mentor sales associates toward individual career goals. 50%
• Drive strategies to maintain and grow revenue, secure new business and retain existing business:  Manage the team to meet and exceed the assigned revenue targets.   Ensure new business development expectations are being met by sellers.   Focus team on selling with data and insights; selling solutions that best meet the clients initiatives. Lead and mentor the team on: selling with insights, creating a story or vision for clients that leads to proposing creative omni-channel solutions. Responsible for overall success, and associate understanding, of all phases of the sales process. Participate in key account and new business meetings as needed. Facilitate relationships with key clients. Effectively engage internal partners to help win and secure revenue opportunities. Understand and effectively communicate all portions of the business to all internal and external stakeholders. Ensure appropriate support departments are properly engaged and meeting the needs of the team. 40%
• Implement processes, policies, procedures and strategic initiatives: Support and implement new products, technology and strategies as rolled out to the sales organization. Provide feedback to senior management on industry trends, strategies and challenges. Establish/maintain working relationships with internal personnel. 10%

Qualifications

EDUCATION

• Bachelor's degree (Required)
• Master of Business Administration (Preferred)

EXPERIENCE

• 15+ years’ Sales experience including Business Development and Account Management
• Sales leadership experience required
• Experience in the Financial Services Industry; experience working with or for banks or credit unions, highly desired

KNOWLEDGE/SKILLS/ABILITIES

• Ability to effectively coach to success.
• Consistent track record of success in achieving and exceeding annual quota and business objectives.
• Knowledge of market research, business statistics, profitability and pricing models, sales, promotion, advertising practices, marketing principles, selling techniques, and distribution channels.
• Proven leader in sales results including lead generation, solution selling and closing sales.
• Sales reporting and forecasting.

COMMUNICATION AND CONTACTS

All internal and external levels of contact. Communication and cooperation between the teams and company is maximized primarily in the areas of Marketing (Sales & Marketing), Operations, and customer feedback.

DECISION MAKING

• Autonomous decision making authority
• Requires broad conceptual judgment and ability to deal with complex factors
• Ability to bring out-of-box recommendations to clients and areas that support sales

OTHER

Travel required as needed; Perform additional responsibilities as needed.

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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 Client Strategist II is the highest-level Strategist and is a critical member of the team supporting the Financial Services vertical.  This well-rounded professional consults directly with bank and credit union clients to scope and recommend Vericast acquisition products and solutions.  They provide consultative and analytical services utilizing data and insights across a variety of analytical sources to inform multi-channel marketing strategies. The objective of this position is to achieve a variety of Financial Institution (FI) outcomes – new households, accounts, mortgages, HELOC/home equity, and the acquisition of other products. They partner with multidisciplinary teams to drive innovation, challenge the status quo, and implement solutions and programs to advance priorities. They establish and maintain strong customer relationships with both internal and external teams. They serve as a change agent, championing agile ways of thinking and working to enable teams and individuals for success. They drive excellence in financial acumen, communication (verbal, written and presentation), business and strategic planning, performance monitoring and reporting. They translate market developments into practical, actionable insights by developing a compelling, persuasive story, point of view, and determine relevant impacts to current and future strategy. They utilize best-in-class expertise in data visualization and modeling to create compelling insights and storytelling in support of client priorities and budgets. They champion the implementation of innovative analytics tools to derive actionable insights from large financial services data sets. They apply understanding of market research and analysis of external market data sources to develop forecast models and scenario planning for clients. They maintain up-to-date knowledge of the evolving financial services environment and translate insights to implications for Vericast clients’ strategy, sales and business planning.

KEY DUTIES/RESPONSIBILITIES

• Client Strategy: Consults remotely with Financial Institution (FI) clients of all sizes and geographies as well as internal teams to identify objectives and strategies that help our financial services clients solve business needs. Finds solutions for client problems and competitive challenges. Conducts market research. Performs analysis of competitors to identify opportunities for internal and client strategies. Stays up to date with technologies and consumer behaviors. Ensures all internal teams understand client challenges and cross sell opportunities. 65%
• Client Presentations: Key member of selling team engaged in client presentations at all levels. Creates and presents the client strategy and market brief. Crafts and tells the data story. Presents the pre-Sales dashboard and current campaign results in client meetings. 20%
• Subject Matter Expertise: Serves as a trusted advisor to both clients and internal teams on multi- channel media and marketing strategies across Vericast solutions that will drive client revenue and outcomes. Recommends solution enhancements to Product teams. Recommends post-program measurement and reporting plan for client. Understands clients’ businesses and pro-actively identifies opportunities to deliver on business goals. 15%

Qualifications

EDUCATION

• Bachelor's Degree (Required);Professional certification preferred.

EXPERIENCE

• Previous high-level or senior management role in financial services required (credit union, bank or related vendor to the industry) (SVP, CMO, CXO, COO or CLO preferred).
• 7-10 years’ experience in Financial Institution (FI) Business Acumen. Both sides of Balance Sheet understanding how product drives the business and ability to speak to quantifying results from a management perspective.
• Experience with end user FI consumption and/or selling of digital services, lending / loan acquisition solutions or deposit generating products over multiple channels.
• Consulting background or agency experience preferred.  Executive presence highly desirable.
• Understand Financial Statements and can interpret these into actionable strategies.
• An analytical mindset with the ability to develop metrics, create reports, interpret results, and make appropriate recommendations; data driven with a focus on business results for projects undertaken.

KNOWLEDGE/SKILLS/ABILITIES

• Demonstrated ability to analyze data insights and translate these into compelling story telling, beyond just the facts.
• Demonstrated understanding of compliance, risk and underwriting requirements of the financial services industry associated with the NCUA, FDIC and CFPB.
• Travel expected (up to 50%)
• Excellent problem-solving and critical-thinking skills coupled with the ability to remove barriers and enable teams to complete their objectives.
• Excellent collaboration, organizational, time management, presentation, and writing skills; ability to deliver clear, direct, and effective communication (written & orally) for public consumption.
• Diplomatic communicator skilled in saying “no” when appropriate; able to negotiate internally as well as with clients to ensure solutions can both address client needs and Vericast capabilities.
• Demonstrated proficiency running effective meetings, facilitating large scale executive workshops and getting buy-in and participation from Executive leaders.
• Demonstrated ability to develop trusted and working partnerships with key stakeholders.
• Advanced computer knowledge (Microsoft Office, Tableau, PowerPoint, CRM & MCIF Software).
• Independent initiative-taker with proven ability to both identify and solve client or internal challenges.
• Entrepreneurial/flexible mindset unafraid to disrupt status quo while maintaining relationships.
• Strong servant leadership mentality with the proven ability to identify and meet the needs of clients and customers at all levels of the organization.
• Track record in identifying opportunities that create value propositions.
• Desire to learn more of the trends shaping consumer behavior today and in the future.
• Strong organizational, interpersonal, and project management skills.
• Experience and desire to work in a fast-paced, dynamic, Agile and remote environment.
• Must demonstrate ability and desire to continuously learn and keep up to date on market, industry, and professional developments.
• Current or previous experience as a Vericast client is desirable.

DECISION MAKING

Must align recommendations, best practices, media plans and deliverables to achieve client financial benefits and desired outcomes. Decisions will be made with respect to these guidelines and with pre-approved guidance from Executive Sponsor / Executive Leadership.  Reports directly to the VP FI Client Strategy.

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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

As the Vice President Performance Intelligence, you will play a pivotal role in driving performance for our clients by leveraging enterprise data and innovative analytics. You will be responsible for developing bold, data-driven strategies that maximize the impact of marketing efforts and enhance product performance across all channels, solutions, and campaigns. Your expertise in data science and your deep understanding of the financial services industry will enable you to assess, test, and deploy new data assets, creating a continuous feedback loop that drives performance improvement. This is a senior leadership role that requires a strategic thinker with a passion for data and a proven track record of delivering results.

KEY DUTIES/RESPONSIBILITIES

• Strategic Leadership: Develop and implement a comprehensive data science strategy to drive performance optimization across multiple campaign types, channels, and product lines. Align this strategy with the overall business goals of our clients in the financial services industry. 20%
• Data-Driven Insights: Lead the team in creating bold, data-driven insights and models that inform strategic decision-making and optimize marketing spend. Utilize advanced analytics, machine learning, and statistical modeling to identify growth opportunities and enhance product performance. 20%
• Data Asset Innovation: Oversee the assessment, testing, and deployment of new data assets and analytical tools. Establish and manage a continuous feedback loop that leverages these assets to improve performance metrics and client outcomes. 15%
• Operational Efficiency: Guide the data science team in developing innovative solutions to enhance operational efficiency and effectiveness within client organizations. Promote best practices in data management, analytics, and reporting to drive productivity and performance. 10%
• Marketing Analytics: Lead the development of data-driven performance and models tailored by product and market. Ensure that the team provides actionable insights that optimize campaign timing, targeting, and overall marketing effectiveness. 10%
• Team Development and Mentorship: Mentor and develop a high-performing team of data scientists, fostering a culture of innovation, collaboration, and continuous improvement. Provide guidance on complex projects and encourage professional growth within the team. 5%
• Cross-Functional Collaboration: Collaborate with cross-functional teams, including marketing, product, and strategy, to integrate data science initiatives into broader business processes and objectives. Drive alignment and ensure the effective use of data across the organization. 5%
• Advanced Analytics Implementation: Lead the team in implementing advanced analytics techniques, such as predictive modeling and machine learning, to support various business functions and enhance client performance. 5%
• Performance Reporting and Communication: Direct the preparation of performance reports and data visualizations that communicate key insights and recommendations to senior leadership and clients. Ensure clarity, accuracy, and actionable intelligence in all communications. 5%
• Industry Trends and Innovation: Stay ahead of industry trends and emerging technologies in data science and analytics. Encourage the team to explore and integrate new methodologies and tools that can provide a competitive edge and improve client outcomes. 5%

Qualifications

EDUCATION

• Ph.D. in Data Science, Statistics, Mathematics, Computer Science, or a relate field 

EXPERIENCE

• 15+ years of experience in data science, analytics, and performance management.
• A strong background in the financial services or regulated space is strongly preferred.
• Demonstrated experience in leading large-scale data-driven initiatives and performance optimization projects.
• Expertise in using advanced analytics, machine learning, and statistical modeling to derive actionable insights and drive business outcomes.

KNOWLEDGE/SKILLS/ABILITIES

• A proven track record of driving results in the financial services industry or a regulated environment.
• Demonstrated leadership abilities with experience managing teams and driving organizational change.
• Proven ability to work in a fast-paced, dynamic environment and manage multiple priorities simultaneously.
• Strong understanding of marketing strategies, customer acquisition, retention, and growth in the financial services sector.

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Job Description

The Senior Product Owner 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 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.

They 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 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 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 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. 20%
• 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. 5%
• 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 supporting data teams.
• Proven track record of managing the end-to-end lifecycle of data-driven products from conception to launch and beyond.
• 5+ years creating and maintaining a product roadmap that aligns with business objectives and is adaptable to changing market and technical landscapes.
• 3+ years working closely with cross-functional teams, including data scientists, data engineers, software developers, and business stakeholders.
• 5+ years in Agile methodologies (Scrum, Kanban) and tools (JIRA, Confluence) to manage project timelines, sprints, and iterative development.

KNOWLEDGE/SKILLS/ABILITIES

• Ability to break down technical issues into easily digestible data points.
• Ability to manage and align expectations between technical teams and non-technical stakeholders.
• Ability to work independently and as part of a team.
• Advanced Certification in Product Management for Financial Services.
• Certified Scrum Product Owner (CSPO) preferred.
• Excellent written and verbal communication skills.
• Experience in advertising or big data preferred.
• Experience managing a Scrum team and backlogs for that team.
• Full understanding of Agile principles, with Agile certification.
• Project Management Professional (PMP) preferred.
• Strong interpersonal and relationship building skills.
• Strong leadership skills to manage and motivate a team, with experience in leading cross functional teams and projects.
• Understanding of financial services industry.

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Job Description

The Vice President of Product for Financial Services is a strategic leadership role responsible for defining and leading the product strategy for deposit, lending, and compliance products. This position will develop the product roadmap, identify product requirements, and establish priorities to drive revenue growth and align with market demands. The VP Product, FS will collaborate with business stakeholders across the organization, including brands and service teams, to ensure that product offerings meet customer needs and regulatory standards. A strong background in digital marketing and omni-channel strategies is essential for this role.

KEY DUTIES/RESPONSIBILITIES

• Product Strategy and Vision * Define and communicate a clear product vision and strategy aligned with business objectives and market trends. * Develop and manage a comprehensive product roadmap to support company goals and strategies, including omni-channel initiatives. 25%
• Revenue Management * Drive revenue growth through strategic product development and execution for deposit, lending, and compliance products. * Analyze the competitive environment and recommend action plans for maximum profitability. 25%
• Product Development and Lifecycle Management * Initiate, prioritize, and delegate projects within engineering, assisting in determining the best technical implementation methods. * Track product development and develop product launch plans, ensuring timely and high-quality delivery. 10%
• Team Leadership * Lead and manage a diverse team of Product Managers, hiring and coaching talent to leverage best practices and elevate performance. * Foster a culture of collaboration and continuous improvement within the product management function. 10%
• Stakeholder Collaboration * Collaborate with senior leadership and other departments to align digital product and experience strategies with customer needs, brand positioning, and revenue goals. * Create a standard framework around the company's product development efforts. 10%
• Compliance and Risk Management * Ensure all products comply with relevant financial regulations and standards. * Spearhead and provide strategic leadership in "build versus buy versus partner" analysis for new offerings or new markets. 10%
• Cross Functional Collaboration * Work closely with Engineering and Operations to create, communicate, maintain, and help enforce project timelines. * Contribute as needed to other Product/Design and User Experience projects. 10%

Qualifications

EDUCATION

• Bachelor's Degree in Business, Finance, Computer Science, or a related field (Required).
• Master's degree or advanced degree (Preferred).

EXPERIENCE

• Minimum of 10+ years experience in digital marketing and omni-channel strategies (Required).
• 10+ years of formal product management methodology experience blended with several years of practical experience, resulting in proven success launching new products (Required).
• 6+ years leading a team (Required).

COMMUNICATION AND CONTACTS

• Interacting and working cross functionally with all business units to receive input, solve problems, share best practices, and understand the impact of different product initiatives.

DECISION MAKING

• Owns interpreting business strategy and translating it into tactical departmental strategies and plans.
• Responsible for addressing complex business issues beyond immediate needs or where established policies may not be aligned with business needs/objectives.
• Requires broad conceptual judgment and ability to deal with complex factors not easily evaluated.
• Significant autonomous decision-making authority.

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Job Description

ASenior Data Engineer - Datalake is a problem solver who analyzes models, designs, creates, modifies, and supports a set of complex systems, processes, or operations that enable optimal business capabilities.

KEY DUTIES/RESPONSIBILITIES

• Creates Application and System Design Documents and Develops Applications / Reports / Systems / Enterprise Solutions
• Estimates component/application system level and Enterprise solution work efforts
• Creates RFI/RFP requests / responses for vendor product evaluations
• Designs, Develops, and Implements Complex Business Rules
• Responsible for fulfilling end-user requests. Provides on call support as required. Periodically provides guidance to and assists in training less experienced individuals. Routinely operates under deadlines and may be subject to extreme workloads
• Delivers personal tasks on time and leads the delivery of tasks for natural or cross-functional workgroup
• Participates on initiatives with deliverables and meets quality standards on time
• Leads cross-functional initiatives with deliverables and meets quality standards on time

Qualifications

EDUCATION

• Bachelor’s degree or equivalent work experience

EXPERIENCE

• 5+ years of experience in Data Engineering or ETL Development role
• Strong experience with PySpark, Python for building solid data pipelines
• Strong experience with Iceberg, Hive, S3, Trino
• Hands-on experience with Hadoop ecosystems, relational databases and SQL queries
• Hands-on experience with Apache Ranger, Rancher/Kubernetes preferred
• Hands-on experience with Talend, Red Point or other ETL technologies an advantage
• Experience with Agile Software Development methodologies
• Experience with GitLab, CI/CD process and ServiceNow etc..

KNOWLEDGE/SKILLS/ABILITIES

• Solid programming skills in object-oriented/functional scripting languages like Python, PySpark for building data pipelines with experience in testing, logging to ensure quality of code and data observability (Required)
• Experience in distributed systems and parallel data processing using big data tools such as Spark, PySpark, Hadoop, Kafka, Hive. (Required)
• Proficiency in querying with relational databases (Required)
• Strong knowledge of Linux/Unix-based computer systems (Required)
• Strong experience with Iceberg, Hive, S3, Trino (Required)
• Experience in building Data Processing pipelines using ETL tools like Talend, SSIS etc.. (Required)
• Hands-on experience with Apache Ranger, Rancher/Kubernetes
• Understanding of Machine Learning models and algorithms interfacing with Data Science team
• Proficiency in data visualization tools to showcase insights using Tableau, matplotlib etc..
• Nice to have AWS cloud experiences in Redshift, Lambda, Sage Maker, Glue etc..
• Experience with building Rest API
• Excellent data analytical, conceptual, and problem-solving skills
• Excellent communication skills to promote cross-team collaboration

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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

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.

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