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Role Description

The Senior Client Strategist is a pivotal member of our Financial Services account support team, driving revenue through the successful design and implementation of customer acquisition and growth programs for banks and credit unions. This strategic role combines consultative sales expertise with deep financial services knowledge to deliver measurable business outcomes for our clients.

• Work closely with Account Executives during the sales cycle to conduct thorough discovery to uncover and understand clients' business challenges.
• Architect solutions leveraging Vericast's capabilities.
• Maintain high-touch relationships with clients to ensure program success, drive optimization, and secure renewals.
• Serve as a trusted advisor to bank and credit union executives, bringing industry expertise and data-driven insights.
• Contribute to Vericast's thought leadership platform through content creation, speaking engagements, and development of compelling point-of-view materials.

Qualifications

• Bachelor's Degree (Required)
• MBA or relevant graduate degree (Preferred)
• Industry certifications are a plus
• 7+ years of experience in financial services marketing, customer experience, or related fields
• Previous senior management role (VP+) in bank or credit union marketing/CX required, with experience across multiple institutions preferred
• Management consulting experience with top-tier firms focusing on financial services is highly desirable
• Proven track record of developing and implementing successful customer acquisition and retention programs
• Demonstrated experience presenting to and building relationships with C-level executives
• Experience using data analytics tools and technologies to drive business decisions

Requirements

• Provide strategic guidance to financial institution clients covering industry dynamics, trends, and regulatory environment
• Strong analytical skills with proficiency in data analysis and visualization tools (Tableau, Power BI, etc.)
• Exceptional presentation and communication skills, with ability to translate complex concepts into actionable insights
• Proven ability to build and maintain C-level relationships
• Experience with marketing technology platforms and marketing automation tools
• Strong project management and organizational skills
• Ability to travel at least 50% of time for in-person client meetings and presentations
• Entrepreneurial mindset with ability to work independently and as part of a team
• Demonstrated success in consultative sales approaches and complex solution selling
• Deep understanding of multi-channel marketing strategies and measurement frameworks
• Proficiency with Microsoft Office suite, particularly PowerPoint for creating compelling presentations

Benefits

• Base Salary Range: $170,000 - $200,000
• Position is eligible for a sales incentive/commission program.
• 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