Senior Client Strategist

Summary

Join Vericast as a Senior Client Strategist and drive revenue growth for our financial institution clients. This strategic role blends consultative sales with deep financial services knowledge to deliver measurable business outcomes. You will partner with sales teams, conduct client discovery, architect solutions, and maintain strong client relationships. Responsibilities include strategic sales and solution design, thought leadership and market expertise, and program optimization and client success. The ideal candidate possesses extensive experience in financial services marketing and proven success in developing and implementing customer acquisition programs. This role requires significant travel and offers a competitive salary and benefits package.

Requirements

• Possess a Bachelor's Degree
• Have 7+ years of experience in financial services marketing, customer experience, or related fields
• Hold a previous senior management role (VP+) in bank or credit union marketing/CX, with experience across multiple institutions preferred
• Provide strategic guidance to financial institution clients covering industry dynamics, trends, and regulatory environment
• Demonstrate strong analytical skills with proficiency in data analysis and visualization tools (Tableau, Power BI, etc.)
• Possess exceptional presentation and communication skills, with the ability to translate complex concepts into actionable insights
• Demonstrate the proven ability to build and maintain C-level relationships
• Have experience with marketing technology platforms and marketing automation tools
• Demonstrate strong project management and organizational skills
• Be able to travel at least 50% of the time for in-person client meetings and presentations
• Possess an entrepreneurial mindset with the ability to work independently and as part of a team
• Demonstrate success in consultative sales approaches and complex solution selling
• Have a deep understanding of multi-channel marketing strategies and measurement frameworks
• Demonstrate proficiency with Microsoft Office suite, particularly PowerPoint for creating compelling presentations

Responsibilities

• Partner with Sales Directors to develop territory execution plans for Vericast marketing solutions
• Partner with Account Executives and other sales team members to conduct detailed discovery with bank and credit union stakeholders across multiple departments and levels of seniority
• Leverage deep industry expertise and creative problem-solving to architect solutions that address complex business challenges
• Develop comprehensive program strategies incorporating multi-channel approaches, success metrics, and measurement frameworks
• Create and deliver executive-level presentations that tell compelling stories through data and demonstrate clear paths to ROI
• Maintain strong relationships with C-suite executives and key decision-makers to drive program expansion and renewals
• Create compelling content (articles, white papers, webinars) that positions Vericast as an industry thought leader
• Stay current on financial services trends, competitive landscape, and consumer behavior patterns
• Provide market insights and strategic guidance to internal teams
• Develop and deliver training materials to help Account Executives better understand client needs and solution capabilities
• Identify emerging market opportunities and provide input to product development teams
• Partner with clients post-sale to ensure successful program implementation and optimization
• Analyze program performance data to identify opportunities for improvement
• Develop and present quarterly business reviews to demonstrate program value and ROI
• Proactively identify cross-sell and upsell opportunities based on client needs and program performance
• Facilitate knowledge sharing across internal teams to drive continuous improvement

Preferred Qualifications

• Possess an MBA or relevant graduate degree
• Have industry certifications
• Have management consulting experience with top-tier firms focusing on financial services
• Have a proven track record of developing and implementing successful customer acquisition and retention programs
• Demonstrate experience presenting to and building relationships with C-level executives
• Have experience using data analytics tools and technologies to drive business decisions

Benefits

• Base Salary Range: $160,000 - $180,000
• Sales incentive/commission program
• Medical, dental and vision coverage
• 401K with company match
• Generous PTO allowance
• Life insurance
• Employee assistance
• Pet insurance