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Account Executive III
VericastAccount Executive managing 10-15 financial institution clients to drive growth and engagement through consultative sales strategies. Building relationships and delivering Vericast solutions to meet client goals.
Posted 7/30/2026full-timeRemote • St. Louis • Montana • 🇺🇸 United StatesSeniorLead💰 $163,000 - $189,333 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling and relationship management within the financial services sector, leveraging data and insights to drive client engagement and achieve sales targets. Proficient in account planning, pipeline management, and delivering persuasive presentations to executive stakeholders.
Highest-signal resume keywords
Quota-Carrying Sales ExperienceConsultative Selling SkillsIntegrated Multi-Channel MarketingCRM ProficiencyRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Target AchievementProposal DevelopmentNegotiation SkillsData AnalysisBusiness Case Development
Soft Skills
Strong Communication SkillsAdaptabilityStrategic Problem-SolvingCollaborationOrganizational Skills
Tools & Technologies
CRM SoftwareData Analytics ToolsPresentation Software
Industry Keywords
Financial InstitutionsConsultative SalesClient EngagementMarket InsightsSolution Selling
About the role
Key responsibilities & impact- 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.
- Responsible for achieving assigned sales targets through account retention and growth activities.
- 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 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.
- 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.
Requirements
What you’ll need- Bachelor’s degree in Business, Marketing or related field required.
- 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.
- 1–3 years of demonstrated proficiency in integrated multi-channel marketing, media, and digital advertising.
- 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.
- 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.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Vericast Website LinkedIn All Job Openings 5001 - 10000 employees 📣 Marketing 💸 Finance 💳 Fintech Marketing
- Finance
- Fintech Vericast is a company focused on accelerating the performance of financial institutions. Through the use of data, artificial intelligence, and innovative strategies, Vericast helps banks and credit unions drive growth and enhance their marketing performance. The company provides a variety of solutions including digital marketing, direct mail, card solutions, check solutions, customer and employee insights, and customer change management. Vericast leverages responsibly sourced data to engage consumers effectively, which is why many financial institutions trust them for solving marketing challenges. Their expertise in the financial sector is aimed at delivering insights and growth solutions, positioning them as a leader in financial marketing services. Account Executive III Job not on LinkedIn 🔥 0 minutes ago 🏰 Missouri – Remote 💵 $163k - $189.3k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🧑💼 Account Executive Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- 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.
- Responsible for achieving assigned sales targets through account retention and growth activities.
- 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 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.
- 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. 🎯 Requirements
- Bachelor’s degree in Business, Marketing or related field required.
- 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.
- 1–3 years of demonstrated proficiency in integrated multi-channel marketing, media, and digital advertising.
- 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.
- 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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs