Account Executive IV – Financial Institutions

Vericast

Account Executive IV focusing on sales of financial solutions at Vericast. Drive growth for banks and credit unions through data-driven insights and marketing solutions.

Posted 7/30/2026full-timeRemote • Utah • 🇺🇸 United StatesSeniorLead💰 $116,000 - $142,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in achieving sales targets and managing complex sales cycles within the financial services sector. Proficient in consulting with clients, developing strategic proposals, and leveraging data-driven insights to drive sales success.

Highest-signal resume keywords

Quota Carrying Sales ExperienceSolutions Sales ExperienceMulti-Channel Marketing ProficiencyClient Relationship ManagementBusiness Consulting Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Target AchievementComplex Sales Cycle ManagementData-Driven SellingProposal DevelopmentMarketing Program Design

Soft Skills

Relationship BuildingConsultative SellingStrategic Presentation Skills

Certifications & Qualifications

Bachelor’s Degree in Business

Industry Keywords

BankingCredit UnionFintechSaaSFinancial Services

About the role

Key responsibilities & impact

Achieve assigned sales targets
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%.

Requirements

What you’ll need

Bachelor’s degree in Business or related field (Required)
7-10 years in a quota carrying sales role; demonstrated consistent over performance.
Experience with multi-channel marketing disciplines.
Recent solutions sales experience within a bank, credit union, fintech, SaaS, consulting, or other financial services related company; marketing discipline preferred.
1-3 years experience and proficiency required in Marketing, Media, Advertising.
Use of data and insights as a selling tool.
Ability and willingness to travel.

Benefits

Comp & perks

Company Description
Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options