Vericast

Data Analyst

• Lead analysis of large-scale datasets from digital platforms, CRM systems, and marketing automation tools to uncover actionable trends and opportunities
• Design measurement frameworks and learning agendas that align with business strategies and marketing objectives
• Conduct attribution modeling and customer journey analysis to understand marketing touchpoint impact across channels
• Analyze website and digital performance including traffic, engagement, conversion funnels, and session quality to identify optimization opportunities
• Monitor key metrics including Cost Per Account, Lifetime Value, ROAS, and conversion rates across marketing channels
• Execute A/B testing strategies and multivariate experiments to optimize campaigns and user experiences
• Build and maintain advanced dashboards and interactive visualizations using Tableau, Power BI, or Looker
• Translate complex analytical findings into clear narratives for C-suite executives, marketing leaders, and technical teams
• Present strategic recommendations that drive action and influence stakeholder decisions
• Partner with cross-functional teams including Product, Engineering, and Strategy to deliver integrated insights

Data Analyst – Marketing Analytics, Digital Insights

Director

• Programmatic Infrastructure & Capability Expansion: Lead the evaluation, selection, and implementation of DSP partnerships (e.g., The Trade Desk, Google DV360, Amazon DSP) to expand Vericast's direct platform capabilities;
• Conduct comprehensive RFP/RFI processes to assess platforms based on client needs, technical capabilities, compliance features, and cost efficiency;
• Establish and strengthen direct platform relationships, negotiate contracts with DSP vendors, data providers, and verification partners;
• Design and document programmatic best practices, SOPs, and governance frameworks tailored to financial services compliance requirements;
• Build technical infrastructure roadmap including audience segmentation strategies, creative specifications, tracking systems, and reporting dashboards;
• Develop scalable processes that support both current campaign needs and future growth to $100M+ in media under management (40%)
• Strategic Planning & Market Intelligence: Serve as internal subject matter expert on programmatic advertising trends, platforms, and innovation in financial services marketing;
• Campaign Execution & Optimization: Provide hands-on support for programmatic campaigns, serving as an internal expert to optimize performance and guide strategic decisions;
• Cross-Functional Collaboration & Stakeholder Management: Partner with VP of Agency Services and SVP of Product & Engineering to align programmatic strategy with business objectives and technology roadmap;
• Vendor & Partner Management: Build and maintain relationships with DSP account teams, leveraging partner resources for beta access, training, and co-marketing opportunities;

Director of Programmatic Media

Artificial Intelligence

• Lead the design, development, and deployment of AI and machine learning solutions to optimize business processes and enhance products and services (30%)
• Build, mentor, and manage a high-performing team of AI engineers, ML Ops Engineers, and Researchers (20%)
• Collaborate in developing and implementing the overall AI strategy, roadmap, and governance for the organization (10%)
• Collaborate with executive leadership and business units to identify opportunities for AI-driven innovation and efficiency (10%)
• Oversee the selection and integration of AI technologies and platforms, ensuring scalability, reliability, and security (10%)
• Help establish ethical guidelines and best practices for responsible AI development and deployment (5%)
• Monitor emerging trends, technologies, and regulatory developments in AI and assess their impact on the organization (5%)
• Manage partnerships with academic institutions, industry leaders, and technology vendors to advance the organization’s AI capabilities (5%)
• Drive thought leadership through presentations, publications, and participation in industry forums (5%)

Director of Artificial Intelligence – AI

Director of Artificial Intelligence – Hybrid

Project Manager

• Lead end-to-end delivery of complex automation and machine learning projects
• Support implementation and optimization of automation platforms
• Serve as primary point of contact for automation project teams, business owners, and executive sponsors
• Coordinate distributed, cross-functional teams
• Partner with business units to ensure smooth implementation of automation solutions
• Mentor junior and mid-level project managers
• Identify, assess, and mitigate automation-specific project risks

Senior Project Manager – Automation Initiatives

Account Executive

• Successfully manage multiple concurrent complex sales cycles - $250k - $500k average opportunity value.
• Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business.
• Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients.
• Consult with bank & credit union clients on business issues and marketing program design.
• Partner with Strategists & SMEs to develop insightful proposals and deliver strategic sales presentations and Delivery Teams to execute project specifications and deliver quality results to clients.
• Willingness to travel as needed to meet with clients and prospects. Expected Travel is 50%.

Account Executive III – Financial Institutions

• Achieve assigned sales targets
• Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients
• Ability to manage multiple accounts while seeking new opportunities
• Meet in person with clients and prospects
• Deepen existing client relationships—generating incremental business
• Consult with clients on business issues and marketing program design
• Ability to understand client needs and negotiate costs and services
• Resolve sales or delivery issues
• Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients
• Develop insightful proposals and deliver strategic sales presentations
• Manage contracts and up-sell/cross-sell opportunities
• Sell with data and insights

• Lead end-to-end delivery of complex AI and machine learning projects
• Support implementation and optimization of AI/ML platforms
• Serve as primary point of contact for AI project teams
• Coordinate distributed, cross-functional teams including data scientists and ML engineers
• Partner with business units to ensure smooth implementation of AI solutions
• Mentor junior project managers
• Identify, assess, and mitigate AI-specific project risks

Senior Project Manager – AI/ML Initiatives

Client Partner

• Plans, coordinates and manages the execution of direct marketing and digital campaigns
• Serves as the main point of contact for the client regarding project initiatives
• Manages project process through the implementation of company processes and procedures
• Maintains documentation related to individual direct marketing and digital campaign projects
• Performs other duties as required or assigned which are reasonably within the scope of the duties above.

Client Manager II

• Successfully manage multiple concurrent complex sales cycles - $250k - $500k average opportunity value.
• Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business.
• Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients.
• Consult with bank & credit union clients on business issues and marketing program design.
• Partner with Strategists & SMEs to develop insightful proposals and deliver strategic sales presentations.

Account Executive IV – Financial Institutions

• Lead and manage the application development teams, providing guidance, mentorship, and support to ensure successful project delivery
• Collaborate with cross-functional teams, including Production, Client Management, and product configuration, to define project requirements and deliver high-quality applications/client programs
• Oversee the entire software development lifecycle, from concept and design to testing, deployment and ongoing management
• Provide operational management for activities including budgeting, recruiting, vendor management, mentoring, expectation/objective setting, and performance evaluation
• Manage project timelines, budgets, and resources to ensure projects are completed on time and within scope
• Develop, implement and improve application development strategies that align with the company's goals and objectives
• Stay up-to-date with emerging technologies and trends in application development to drive innovation and continuous improvement.

Director of Application Development

• Achieve assigned sales targets and profitability objectives
• Participate in high level prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions
• Manage multiple accounts while seeking new opportunities
• Meet in person with clients and prospects
• Deepen existing client relationships—generating incremental business
• Consult with clients on business issues and marketing program design; negotiate costs and services
• Resolve sales or delivery issues
• Work with Strategists and Delivery Teams to execute project specifications and deliver quality results
• Develop insightful proposals and deliver strategic sales presentations
• Manage contracts and up-sell/cross-sell opportunities
• Sell with data and insights

Account Executive III

Solutions Engineer

• Growth Solutions Consultant for the Financial Institution (FI) team is responsible for driving revenue goals through engagement with existing top accounts and new business acquisitions.
• In your role, you will engage with senior Marketing, Line of Business, and Data/IT decision makers to understand their needs and align with current or future-state Vericast solutions.
• You will carry your own sales quota and deliver marketing, deposit & loan acquisition, and other engagement solutions to Vericast’s most important bank and credit union clients and prospects.
• You will partner with Account Executives, Client Strategists, SMEs, and Business Analysts to develop account engagement plans, identify solution alignment, and lead sales opportunities to achieve and exceed your sales targets.
• Your professional DNA is that of a highly influential advisor with a passion for helping your clients achieve their goals with marketing and growth solutions.
• You naturally build close relationships with Vericast’s clients to understand their business drivers and how they relate to broader industry trends.
• You expertly establish buy-in for your solutions at all organizational levels (frontline marketing & operations professionals, mid-level leaders, and senior executive management).
• KEY DUTIES/RESPONSIBILITIES Engage client contacts at all organizational levels – C-suite to front-line – at target accounts to discover needs, align with Vericast solutions, and sell & deliver results.
• Identify opportunities within Vericast’s existing clients and potential new clients in the Financial Services industry.
• Develop a sustained pipeline of viable opportunities to exceed quota by actively prospecting via phone, email, marketing follow-up, personal relationships, and executive introductions.
• Partner with existing client teams (Account Executives, Directors, Client Strategists, etc.) to identify target accounts and opportunities.
• Perform and interpret value analyses to identify value-creation opportunities for our clients via a thorough Discovery process.
• Effectively and independently deliver the Vericast Financial Institution value proposition -- demonstrating a full understanding of our capabilities.
• Identify the client's key cost and value drivers and engage in high-level strategic Marketing planning.
• Discover un-met client needs in alignment with Vericast’s strategic direction and partner with product to design and develop future-state solutions.
• Lead proposal and business development efforts in identified key accounts.
• Leverages internal expertise (Strategy, Product, Data science, IT, etc.) as needed to move prospects along sales cycle and provide ongoing feedback to Sales Leadership and cross-functional partners.
• Together with Business Analysts, monitor the achievement of strategic, financial, and operational benefits of our sold and implemented solutions, ensuring that planned business outcomes are achieved.
• Qualifications Qualifications EDUCATION Bachelor's Degree in business management or related field (Preferred) EXPERIENCE 5+ years in a quota carrying sales role; demonstrated consistent over performance. 3+ years experience in FinTech and/or as a Sales Engineer highly desired. Recent solutions sales experience within a financial services vendor, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred. Aptitude and passion for technology – Must be able to credibly discuss technical topics and simplify/translate complex concepts into business outcomes. Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting/new business development. Managing client relationships. Selling multiple/integrated product campaigns. Understanding the client's market and strategic needs to align and recommend the ideal solution. Entrepreneurial mindset – Must be able to learn quickly, pivot, and adapt to changes in product and strategy as needed. Proven / consistent track record of success in achieving and exceeding annual quotas and business objectives Highly skilled in opportunity qualification, consultative selling, overcoming objections, presentation delivery, and negotiation KNOWLEDGE/SKILLS/ABILITIES Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside. Executive presence & ease in communicating with C-level executives required. Ability and willingness to travel (50%+). Ability to interpret financial institution needs and translate them into products/services. An understanding of both sides of a bank’s balance sheet including how product drives the business and ability to speak to quantifying results from a management perspective. Consulting background or agency experience preferred. Adapt easily to change - including the market, products, and internal company initiatives. Deliver formal/high impact presentations - to clients and internally as needed. Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally. Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business. Innovative, analytical, and strategic thinking. Manage client expectations. Proficient at solution selling and closing opportunities. Show a consistent track record of success in achieving and exceeding annual quota and business goals. Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities