Vericast

Client Partner

• Manage and grow relationships with a portfolio of financial institution clients as the primary day-to-day contact
• Consult with clients on marketing strategies, campaign planning, and performance improvement opportunities
• Lead integrated marketing campaign execution across digital and traditional channels
• Partner with cross-functional teams to deliver high-quality campaigns on time and accurately
• Translate campaign performance data into actionable insights and recommendations
• Proactively identify and resolve issues while ensuring an exceptional client experience
• Coordinate stakeholders, manage priorities, and maintain clear communication to drive projects forward
• Help financial institutions connect with customers through innovative, data-driven marketing solutions

Client Manager II

Growth Marketing

• Drive profitable revenue growth across an assigned portfolio of banks and credit unions
• Identify, create, and close new Marketing Solutions opportunities within existing Vericast clients
• Own a portfolio of approximately 15–20 mid-market financial institutions
• Serve as the full sales-cycle owner and primary relationship holder for Marketing Solutions
• Develop executive-level relationships and uncover client challenges
• Build strategic marketing plans and close new business
• Retain and grow each account after the sale
• Develop and execute account growth strategies to increase Marketing Solutions revenue and wallet share
• Build and maintain relationships with CMOs, Heads of Marketing, Chief Digital Officers, Retail Banking leaders, and other senior decision makers
• Manage the entire sales cycle from prospecting through contract execution, onboarding, and ongoing account ownership
• Conduct discovery sessions and present Vericast Marketing Solutions offerings
• Develop business cases and ROI-driven recommendations
• Forecast pipeline, opportunities, and bookings
• Partner with Client Strategy, Product, Analytics, Sales Enablement, Marketing, and other internal teams
• Coordinate resources throughout the sales process
• Provide voice-of-customer feedback to product and leadership teams
• Maintain a healthy pipeline and generate meetings, opportunities, and qualified pipeline
• Use CRM and sales technology tools to manage account activity, opportunity progression, and forecasting

Director, Client Growth

Contract Specialist

• Manage small, mid-market and large corporate, complex business clients during online banking system upgrades or conversions from legacy platforms to new target platforms
• Provide clients with technical support, customer service and sales assistance
• Deliver instructor-led virtual classroom training for clients transitioning to new online banking platforms
• Consult with clients and customers to identify additional product or service needs
• Provide contact center support for commercial bank clients across multiple delivery channels
• Maintain complete and accurate records of customer interactions
• Complete initial Digital Conversion Professional training and required ongoing learning
• Provide white-glove customer service to top-tier clients and customers
• Understand and assist customers with NACHA files
• Perform additional tasks, projects, special assignments and rotating team roles as assigned

Client Manager II

Director, Client Growth

Treasury Management Specialist – Contract Position