Account Executive II - Financial Services (EST)

*The ideal candidate for this position will reside in North Carolina or a surrounding state in the U.S.

The Account Executive II - Financial Services is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, to understand their individual needs, and recommend products or services to help the clients attain their goals.

KEY DUTIES/RESPONSIBILITIES
 Achieve assigned sales targets. 50%
 Deepen existing client relationships—generating incremental business. 10%
 Consult with clients on business issues and marketing program design. Ability to understand client
needs, and negotiate costs and services. Resolve sales or delivery issues. 10%
 Work with Strategists and Delivery Teams to execute project specifications and deliver quality
results to clients. Develop insightful proposals and deliver strategic sales presentations. 10%
 Manage contracts and up-sell/cross-sell opportunities. 10%
 Meet in person with clients and prospects. 10%
 Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery,
and demonstrating solutions to prospective clients. Ability to manage multiple accounts while
seeking new opportunities. 5%
 Sell using data and insights. 5%

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

EXPERIENCE
 5-7 years in a quota carrying sales role; demonstrated ability to close new business and manage
relationships.
 Recent sales experience within a financial services vendor company; marketing discipline preferred.
 Experience with multi-channel marketing disciplines.
 Use of data and insight as a solution selling tool.

KNOWLEDGE/SKILLS/ABILITIES
 Excellent written and oral communication skills.
 Ability and willingness to travel up to 50% of the time; work from home/remote the other 50% of the time.

EQUIPMENT/SOFTWARE UTILIZED
 Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.

DECISION MAKING
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.

Target Base Salary: $87,000-$106,000

+ Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.

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

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: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.

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