Account Executive III

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.

If you see sales as more than hitting a number and genuinely care about helping clients succeed, this may be the kind of role you’ve been looking for. This position is ideal for someone who knows how to turn data into a story that matters and enjoys building the kind of relationships that last. Our most successful account executives are driven and quietly competitive, but they also value team selling and genuinely celebrate their colleagues’ success. You’ll do well in this role if you plan each day with purpose, stay responsive, bring persistence without pressure, adapt when things shift, and are always open to learning something new. If this sounds like you, we’d love to talk.

Responsibilities

Manage a territory of approximately 10 - 15 financial institution clients, meeting with each in person on a quarterly basis for business reviews, discovery, solution selling, and relationship building. 50%

Responsible for achieving assigned sales targets through the following account retention and growth activities. 50%

• Grow existing relationships by identifying upsell, cross-sell, and renewal opportunities across the Vericast solution portfolio.

• Lead consultative client conversations to uncover business needs, develop solution strategy, build business cases, and recommend the right mix of Vericast offerings to support client goals.

• Collaborate with strategy, product, analytics, and delivery teams to develop proposals, presentations, and integrated recommendations that align to client priorities and can be delivered successfully.

• Negotiate pricing, scope, and contract terms while managing renewals and resolving sales-related issues.

• Build trusted relationships with clients through in-person and virtual meetings, presentations, and ongoing account engagement.

• Develop and maintain a qualified pipeline through discovery and opportunity management, with a focus on helping financial institutions improve acquisition, retention, engagement, efficiency, and customer experience.

• Maintain accurate CRM records, pipeline visibility, and forecast discipline while using data, analytics, and market insights to shape recommendations and demonstrate value.

Qualifications

Education

• Bachelor’s degree in Business, Marketing or related field required.

Experience

• 7+ years of success in a quota-carrying sales role, with demonstrated ability to win new business, grow existing accounts, and achieve revenue objectives.

• Experience selling into banks, credit unions, or other financial institutions preferred, ideally within a financial services, marketing, media, data, or technology organization.

• Experience selling integrated solutions such as digital media, direct mail, contact center, card, check, analytics, or related financial institution offerings preferred.

• Demonstrated success leading consultative, multi-stakeholder sales cycles, from discovery and proposal development through negotiation and close.

• Ability to use data, insights, and market context to create a compelling client vision, position value, and align Vericast solutions to business objectives.

Knowledge/Skills/Abilities

• Strong written, verbal, and presentation skills, with the confidence to communicate effectively with executive-level client and internal stakeholders.

• Willingness to travel as needed to support client engagement.

• Proven consultative and insights-based selling skills, including discovery, and solution positioning, and value storytelling.

• Proficiency in delivering persuasive client presentations, proposals, and business cases.

• Adaptability in responding to market changes, evolving client needs, and shifting internal priorities.

• Openness to learning new solutions, capabilities, and go-to-market approaches.

• Executive presence, strong relationship building skills, and the ability to earn trust across diverse stakeholders.

• Collaborative approach to working across sales, strategy, product, analytics, and delivery teams.

• Proven success managing complex opportunities, negotiating effectively, and closing business.

• Strategic, analytical, and problem-solving mindset with sound business judgment.

• Ability to manage client expectations and maintain momentum across multiple priorities and deadlines.

• Disciplined account planning, pipeline management, and forecasting skills.

• Consistent track record of meeting or exceeding quota and business objectives.

• Strong organizational skills, CRM proficiency, and attention to detail needed to manage multiple opportunities effectively.

Additional Information

Salary range: $98,000 - $113,600

Position is eligible for a sales incentive/commission program

Account Executive III for Detroit, Harrisburg and St. Louis market.

Applications will be accepted until the posted deadline Friday June 25th, 2026 or until a sufficient candidate pool has been identified

All employees are encouraged to actively contribute to improvement efforts, share and implement innovative ideas, and participate in training and activities to stay informed and up to date on processes and developments.

All employees are responsible for supporting and complying with internal and external audits by providing information, completing assigned tasks to ensure compliance, and preparing and maintaining records that confirm key duties identified as internal controls have been performed.

All employees are responsible for following safety and security policies that promote a safe and healthy working environment.

At Vericast, we recruit, hire, employ, train, promote and compensate individuals based on job-related qualifications and abilities. We do not discriminate against applicants and have a policy of providing a work environment that is free from all forms of discrimination, including harassment based on race, color, religion, national origin or ancestry, sex, sexual orientation, gender identity, disability, genetic information, veteran status, or any other characteristic protected by law. We don't 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. 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: