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Account Executive IV - Financial Services

Vericast logo

United States
Base Salary
125k-500k USD

Job Description

Company Description

Harland Clarke, a Vericast business, is a premier marketing solutions company that accelerates profitable revenue growth for the thousands of businesses it serves directly by influencing consumer purchasing and transaction behavior at scale while engaging with over 120 million households daily. We are recognized as leading providers of incentives, advertising, marketing services, transaction solutions, customer data and cross-channel campaign management, and intelligent media delivery that create millions of customer touch points annually for their clients. For more information, visit or follow Vericast on LinkedIn.

Job Description

*The ideal candidate will reside in Texas (USA).

You will carry your own sales quota within the Major & Strategic Accounts sales team and deliver digital & analog marketing, payments, deposit & loan acquisition, and other engagement solutions to your assigned territory of existing Vericast bank and credit union clients. Based on your quota, you will develop account plans, set solution sales objectives, identify & qualify new sales opportunities, and partner with internal strategists, SMEs, and business analysts 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 your 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).

Vericast is a high growth company with the leading financial institution marketing solutions in our niche markets. Being an Account Executive at Vericast is an exciting and challenging role. This is an ideal position if you have 7-10+ years of successful sales with a focus on building relationships and creating opportunities with new and existing clients.

This position offers you an opportunity to work in a flexible, no-nonsense, and fast-paced environment, enabling and empowering you to grow as a sales professional.


  • 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. Ability to understand client needs, negotiate costs and services, and resolve sales or delivery issues.

  • 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%



  • Bachelor’s degree in Business or related field (Required)
  • Advanced degree in business or related field (Preferred)


  • 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.
  • 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 of the client's market and strategic needs to align and recommend the ideal solution.


  • Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
  • Ability and willingness to travel.
  • Ability to interpret marketplace needs and translate them into products/services.
  • 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 objectives.
  • Strong skills in: problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.


  • Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.


  • This position requires a high amount of interpretation of financial information, judgement creativity and/or innovation to solve problems and determine best service/solution/course of action as it relates to the client goals and objectives.

Additional Information

Base salary: $125,000-$140,000

Position is eligible for a sales incentive/commission program.

The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.

Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!

At Vericast, 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. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. 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:

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About the job

Jul 10, 2024


125k-500k USD

  1. US United States

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