Account Executive III

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee a territory consisting of roughly 10 - 15 financial institution clients, engaging with each in person quarterly for business reviews, discovery sessions, solution selling, and relationship enhancement.

• Accountable for meeting designated sales objectives through client retention and growth initiatives.

• Enhance existing partnerships by pinpointing upsell, cross-sell, and renewal chances within the Vericast solution portfolio.

• Facilitate consultative discussions with clients to identify business needs, craft solution strategies, build compelling business cases, and recommend the most suitable Vericast offerings to achieve client objectives.

• Work alongside strategy, product, analytics, and delivery teams to create proposals, presentations, and integrated recommendations that align with client priorities and ensure successful delivery.

• Negotiate pricing, scope, and contractual terms while managing renewals and addressing sales-related challenges.

• Foster trusted relationships with clients through both face-to-face and virtual meetings, presentations, and ongoing account engagement.

• Establish and maintain a qualified pipeline through discovery and opportunity management, focusing on helping financial institutions enhance acquisition, retention, engagement, efficiency, and customer experience.

• Keep accurate CRM records, ensure pipeline visibility, and maintain forecast discipline while utilizing data, analytics, and market insights to shape recommendations and demonstrate value.

⛳️ Requirements

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

• More than 7 years of proven success in a quota-carrying sales position, showcasing the ability to acquire new business, expand existing accounts, and meet revenue targets.

• Preferred experience in selling to banks, credit unions, or other financial institutions, ideally within a financial services, marketing, media, data, or technology organization.

• Preferred experience with integrated solutions sales, such as digital media, direct mail, contact center services, card, check, analytics, or related offerings for financial institutions.

• Proven success in managing consultative, multi-stakeholder sales processes from discovery and proposal creation to negotiation and closure.

• Capability to leverage data, insights, and market context to formulate a persuasive client vision, articulate value, and align Vericast solutions with business objectives.

• Excellent written, verbal, and presentation skills, with the confidence to engage effectively with executive-level clients and internal stakeholders.

• Willingness to travel as necessary to support client engagement.

• Demonstrated consultative and insights-based selling abilities, including discovery, solution positioning, and value storytelling.

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

• Flexibility to adapt to market changes, evolving client requirements, and shifting internal priorities.

• Eagerness to learn about new solutions, capabilities, and market strategies.

• Strong executive presence, relationship-building skills, and the capability to earn trust among diverse stakeholders.

• Collaborative mindset for working across sales, strategy, product, analytics, and delivery teams.

• Proven success in managing intricate opportunities, negotiating effectively, and closing business deals.

• Strategic, analytical, and problem-solving abilities with sound business acumen.

• Proficient in managing client expectations and maintaining momentum across various priorities and deadlines.

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

• Consistent history of achieving or surpassing quotas and business objectives.

• Strong organizational skills, CRM proficiency, and attention to detail necessary for managing multiple opportunities effectively.

🏝️ Benefits

• Sales incentive/commission program