Account Executive II – Financial Services

Company Description

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. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn.

Job Description

• This position is open to candidates residing in the Northeast, US Region; ideally candidates who currently live in Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, or Maine.

Vericast is looking to add an Account Executive II to their team!

This candidate should have recent sales experience within the Financial Services industry. They will be responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. In meeting their objectives, Account Executives meet with clients and prospects, develop proposals, manage contracts, and review deliverables prior to forwarding to the client. They are responsible for recognizing 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, understand their individual needs, and recommend products or services that maximize value.

KEY DUTIES/RESPONSIBILITIES:

• Achieve assigned sales targets.
• Deepen existing client relationships—generating incremental business.
• Consult with clients on business issues and marketing program design. Ability to understand client needs, and negotiate costs and services. Resolve sales or delivery issues.
• Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.
• Work with 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.
• Willingness to travel as needed to meet with clients and prospects.
• 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.

Qualifications

EDUCATION:

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

EXPERIENCE:

• 5-7 years in a quota carrying sales role; demonstrated consistent over performance.
• 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.

KNOWLEDGE/SKILLS/ABILITIES:

• Excellent written and oral communication skills.
• 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.
• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
• 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.

Additional Information

Base Salary Range: $90,000-$115,000

Position is eligible for a sales incentive/commission program.

The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.

Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!

At Vericast, we do not 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. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [email protected] EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.

#LI-KK1

#LI-Remote

Read Full Description