Senior Client Strategist

Summary

Join Vericast as a Senior Client Strategist supporting Financial Services, providing consultative and analytical services to help financial institutions achieve growth objectives. You will utilize data and insights to inform multi-channel marketing strategies, partnering with multidisciplinary teams to drive innovation and implement solutions. Responsibilities include consulting with clients, conducting market research, creating client presentations, and serving as a subject matter expert on media strategies. The ideal candidate possesses a strong background in banking, consulting, and data analysis, along with excellent communication and presentation skills. This role requires significant travel and offers a competitive salary and benefits package.

Requirements

• Bachelor's Degree (Required)
• Previous high level role in banking required (SVP, CMO or CLO preferred)
• 7-10 years in FI Business Acumen- Both sides of Balance Sheet understanding how product drives the business- from a management perspective
• Understand Financial Statements and can interpret these into actionable strategies
• An analytic mindset with the ability to develop metrics, create reports, interpret results, and make appropriate recommendations; data driven with a focus on business results for projects undertaken
• Demonstrated ability to analyze data insights and translate these into compelling story telling beyond just the facts
• Demonstrated understanding of compliance and risk requirements of the financial services industry
• Excellent problem-solving and critical-thinking skills coupled with the ability to remove barriers and enable teams to complete their objectives
• Excellent collaboration, organizational, time management, presentation, and writing skills; ability to deliver clear, direct, and effective communication (written & orally) for public consumption
• Diplomatic communicator skilled in saying “no” when appropriate; able to negotiate internally as well as with clients to ensure solutions can both address client needs and Vericast capabilities
• Demonstrated proficiency running effective meetings, facilitating large scale executive workshops and getting buy-in and participation from executive leaders
• Demonstrated ability to develop partnerships with key stakeholders
• Advanced computer knowledge (Microsoft Office, Tableau)
• Independent self-starter with proven ability to both identify and solve client or internal challenges
• Entrepreneurial/flexible mindset unafraid to disrupt status quo while maintaining relationships
• Strong servant leadership mentality with the proven ability to identify and meet the needs of clients and customers at all levels of the organization
• Proven ability to identify opportunities that create value propositions
• Desire to learn more of the trends shaping consumer behavior today and, in the future
• Strong organizational, interpersonal, and project management skills
• Open to travel as necessary
• Experience and desire to work in a fast-paced, dynamic and agile environment
• Must demonstrate ability and desire to continuously learn and keep up to date on market, industry and professional developments

Responsibilities

• Client Strategy: Consults with clients and internal teams to identify objectives and strategies that help our financial services clients solve business needs
• Finds solutions for client problems
• Conducts market research
• Performs analysis of competitors to identify opportunities for internal and client strategies
• Stays updated with technologies and consumer behaviors
• Ensures all internal teams understand client challenges
• Client Presentations: 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 o Presents the pre-Sales dashboard and current campaign results in client meetings
• Subject Matter Expertise: Serves as a trusted advisor to both clients and internal teams on media strategies across Vericast solutions that will drive client outcomes
• Recommends solution enhancements to Product teams
• Recommends post-program measurement and reporting plan for client
• Understands clients’ businesses and pro-actively identifies opportunities to deliver on business goals

Preferred Qualifications

Consulting background preferred

Benefits

• Base Salary Range: $170,000 - $200,000
• Position is eligible for a sales incentive/commission program
• 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!