Account Executive III Financial Institutions (CST)

The Account Executive III 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%
• 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. 20%
• Meet in person with clients and prospects. 10%
• Deepen existing client relationshipsgenerating incremental business. 5%
• 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. 5%
• Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations. 5%
• Manage contracts and up-sell / cross-sell opportunities. 5%
• Sell with data and insights. 5%

Qualifications : EDUCATION

• Bachelors degree in Business or related field required.
• Advanced degree in business or related field preferred.

EXPERIENCE

• 7-10 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.
• 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 clients market and strategic needs to align and recommend the ideal solution.
• Use of data and insights as a solution selling tool.

KNOWLEDGE / SKILLS / ABILITIES

• Excellent written and oral communication skills.
• 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.
• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
• 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.

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. 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 :   $98000 - $120000

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

• Applications will be accepted through December 28 2025 after which the posting will be closed and no longer available for submissions.

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 dont just accept differences - we celebrate them we support them and we thrive on them for the benefit of our employees our clients and our  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  . EEO is the law. To review your rights under Equal Employment Opportunity please visit :   Work :

Yes

Employment Type : Full-time

Key Skills

Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA

Department / Functional Area : Sales

Experience : years

Vacancy : 1