Senior Client Strategist

Summary

Join Vericast as a Senior Client Strategist and drive revenue growth for our financial institution clients. Partner with sales teams to design and implement customer acquisition programs, leveraging your deep financial services knowledge and consultative sales expertise. Conduct thorough client discovery, architect solutions using Vericast's capabilities, and maintain high-touch relationships to ensure program success. Serve as a trusted advisor to bank and credit union executives, contributing to Vericast's thought leadership through content creation and speaking engagements. Analyze program performance data, identify improvement opportunities, and proactively identify cross-sell and upsell opportunities. This strategic role requires strong analytical, presentation, and communication skills, along with experience in financial services marketing and C-level relationship building. The position offers significant travel and is officially remote, but requires regular in-person interaction.

Requirements

• Bachelor's Degree (Required)
• 7+ years of experience in financial services marketing, customer experience, or related fields
• Previous senior management role (VP+) in bank or credit union marketing/CX required, with experience across multiple institutions preferred
• Proven track record of developing and implementing successful customer acquisition and retention programs
• Demonstrated experience presenting to and building relationships with C-level executives
• Experience using data analytics tools and technologies to drive business decisions
• Provide strategic guidance to financial institution clients covering industry dynamics, trends, and regulatory environment
• Strong analytical skills with proficiency in data analysis and visualization tools (Tableau, Power BI, etc.)
• Exceptional presentation and communication skills, with ability to translate complex concepts into actionable insights
• Proven ability to build and maintain C-level relationships
• Experience with marketing technology platforms and marketing automation tools
• Strong project management and organizational skills
• Ability to travel at least 50% of time for in-person client meetings and presentations
• Entrepreneurial mindset with ability to work independently and as part of a team
• Demonstrated success in consultative sales approaches and complex solution selling
• Deep understanding of multi-channel marketing strategies and measurement frameworks
• Proficiency with Microsoft Office suite, particularly PowerPoint for creating compelling presentations

Responsibilities

• Partners with Sales Directors to develop territory execution plans for Vericast marketing solutions
• Partners 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
• Leverages deep industry expertise and creative problem-solving to architect solutions that address complex business challenges
• Develops comprehensive program strategies incorporating multi-channel approaches, success metrics, and measurement frameworks
• Creates and delivers executive-level presentations that tell compelling stories through data and demonstrate clear paths to ROI
• Maintains strong relationships with C-suite executives and key decision-makers to drive program expansion and renewals
• Creates compelling content (articles, white papers, webinars) that positions Vericast as an industry thought leader
• Stays current on financial services trends, competitive landscape, and consumer behavior patterns
• Provides market insights and strategic guidance to internal teams
• Develops and delivers training materials to help Account Executives better understand client needs and solution capabilities
• Identifies emerging market opportunities and provides input to product development teams
• Partners with clients post-sale to ensure successful program implementation and optimization
• Analyzes program performance data to identify opportunities for improvement
• Develops and presents quarterly business reviews to demonstrate program value and ROI
• Proactively identifies cross-sell and upsell opportunities based on client needs and program performance
• Facilitates knowledge sharing across internal teams to drive continuous improvement

Preferred Qualifications

• MBA or relevant graduate degree (Preferred)
• Industry certifications are a plus
• Management consulting experience with top-tier firms focusing on financial services is highly desirable

Benefits

• Medical, dental and vision coverage
• 401K with company match
• Generous PTO allowance
• Life insurance
• Employee assistance
• Pet insurance
• Sales incentive/commission program