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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B Sales Strategy, Client Relationship Management, and Consultative Selling, with a strong focus on revenue growth and client retention. Proven ability to lead high-performing teams and translate complex data insights into actionable business strategies.
Highest-signal resume keywords
B2B Sales StrategyClient Relationship ManagementConsultative SellingRevenue GrowthTeam Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales LeadershipOpportunity QualificationNegotiationAccount GrowthMarket SegmentationPerformance AnalyticsCustomer AcquisitionOmnichannel Campaign StrategyFinancial AcumenData Insights Translation
Soft Skills
Interpersonal CommunicationExecutive PresenceTeam DevelopmentInfluence LeadershipPresentation Skills
Tools & Technologies
CRMSales EnablementConversation IntelligenceAnalyticsContent ManagementMicrosoft 365Videoconferencing
Industry Keywords
Marketing SolutionsFinancial ServicesConsultingMediaMarketing TechnologyClient StrategyRegulatory ComplianceCustomer EngagementAdtechMartech
About the role
Key responsibilities & impact- Develop and execute the Marketing Solutions sales strategy for existing clients and prospects
- Own revenue, bookings, pipeline, client retention, and profitable growth objectives
- Translate enterprise priorities into business plans, account coverage strategies, market segmentation, and measurable team goals
- Monitor performance and adjust resources and priorities
- Drive expansion within existing Vericast relationships and acquisition of targeted prospects
- Oversee prospecting, opportunity qualification, account planning, consultative discovery, business case development, proposals, negotiation, and closing
- Build and maintain senior relationships with CMOs, marketing leaders, retail and lending executives, digital leaders, and other economic buyers
- Lead and develop the Principal Bank & Credit Union Marketing, Client Strategy leadership, and Director Client Growth teams
- Establish roles, performance standards, incentives, succession plans, and development priorities
- Attract and retain talent and address performance concerns
- Create an operating model across sales, strategy, product, analytics, marketing, enablement, operations, and delivery teams
- Ensure client insights and financial institution expertise shape outcome-based solutions
- Remove barriers, clarify ownership, and coordinate resources to improve win rates, client value, and execution quality
- Maintain accurate forecasts and a healthy, staged pipeline
- Establish metrics and operating reviews for activity, conversion, bookings, revenue, retention, profitability, and client outcomes
- Analyze market, competitive, customer, and performance insights to identify risks and opportunities
- Provide business updates to the SVP Sales and other senior leaders
- Travel to client sites, industry events, and internal meetings
Requirements
What you’ll need- Bachelor’s degree in Business, Marketing, Communications, or a related field (Required)
- 12+ years of progressive B2B sales, business development, account growth, or marketing solutions experience (Required)
- 7+ years leading sales, client strategy, consulting, or business development teams, including leaders of teams (Required)
- Demonstrated record of meeting or exceeding significant revenue and bookings targets
- Experience selling complex marketing, media, martech, adtech, analytics, customer engagement, or agency solutions through consultative, multi-stakeholder sales cycles
- Experience developing new business while expanding and retaining strategic client portfolios
- Expert sales leadership, consultative selling, strategic account management, opportunity qualification, negotiation, and closing capabilities
- Strong understanding of customer acquisition, retention, personalization, omnichannel campaign strategy, digital and traditional media, audience targeting, analytics, measurement, attribution, and ROI
- Ability to translate client business objectives and data insights into differentiated solutions and executive-level stories
- Ability to lead through influence and align cross-functional teams in a matrixed environment
- Strong financial acumen, including forecasting, pipeline analytics, revenue planning, profitability, and resource allocation
- Executive presence and excellent written, verbal, presentation, facilitation, and interpersonal communication skills
- Proven ability to recruit, coach, motivate, develop, and performance-manage high-performing teams
- Ability to operate effectively in a fast-paced environment
- Experience selling to banks, credit unions, or other financial services organizations and navigating related regulatory and compliance considerations (Preferred)
- Experience in a marketing agency, consulting firm, media organization, or marketing technology company (Preferred)
- Proficiency with CRM, sales enablement, conversation intelligence, analytics, content management, Microsoft 365, videoconferencing, and internal business systems
- Travel availability of approximately 40–60%
Benefits
Comp & perks- Medical coverage
- Dental coverage
- Vision coverage
- Generous PTO allowance
- Life insurance
- Employee assistance
- Pet insurance
- Workplace flexibility
- Sales incentive/commission program
- Accommodation support for applicants with disabilities
