Account Executive II - Financial Services (EST)

Account Executive II - Financial Services (EST) Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That's why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. The Account Executive II - Financial Services is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives 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 products or services to help the clients attain their goals. Key duties/responsibilities include: Achieve assigned sales targets. Deepen existing client relationshipsgenerating incremental business. Consult with clients on business issues and marketing program design. Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Manage contracts and up-sell/cross-sell opportunities. Meet in person with clients and prospects. Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Sell using data and insights. Education: Bachelor's degree in Business or related field (Required) Advanced degree in business or related field (Preferred) Experience: 5-7 years in a quota carrying sales role; demonstrated ability to close new business and manage relationships. Recent sales experience within a financial services vendor company; marketing discipline preferred. Experience with multi-channel marketing disciplines. Use of data and insight as a solution selling tool. Knowledge/Skills/Abilities: Excellent written and oral communication skills. Ability and willingness to travel up to 50% of the time; work from home/remote the other 50% of the time. 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. Target Base Salary: $87,000-$106,000 + Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process. The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities. At Vericast, we don't just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law.

Created: 2026-03-04