Remote Client Strategist II

Summary

Join Vericast as a Client Strategist II and play a critical role in supporting the Financial Services vertical. As a well-rounded professional, you will consult with bank and credit union clients to scope and recommend Vericast acquisition products and solutions.

Requirements

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

Responsibilities

• 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
• 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

Benefits

• Medical, dental and vision coverage
• 401K with company match
• Generous PTO allowance