116 applicants

Company

Vericast · 1 day ago

Client Strategist II - Financial Services (Remote)

Tampa, FL

Full-time

Remote

Senior Level

$160K/yr - $180K/yr

7+ years exp

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Responsibilities

Client Strategy: Consults remotely with Financial Institution (FI) clients of all sizes and geographies as well as internal teams to identify objectives and strategies that help our financial services clients solve business needs. Finds solutions for client problems and competitive challenges. Conducts market research. Performs analysis of competitors to identify opportunities for internal and client strategies. Stays up to date with technologies and consumer behaviors. Ensures all internal teams understand client challenges and cross sell opportunities. 65%

Client Presentations: Key member of selling team engaged in client presentations at all levels. Creates and presents the client strategy and market brief. Crafts and tells the data story. Presents the pre-Sales dashboard and current campaign results in client meetings. 20%

Subject Matter Expertise: Serves as a trusted advisor to both clients and internal teams on multi- channel media and marketing strategies across Vericast solutions that will drive client revenue and outcomes. Recommends solution enhancements to Product teams. Recommends post-program measurement and reporting plan for client. Understands clients’ businesses and pro-actively identifies opportunities to deliver on business goals. 15%

Qualification

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Financial Institution Business AcumenData AnalysisMarket ResearchClient Relationship ManagementConsulting ExperienceData VisualizationFinancial Statement InterpretationAgile MethodologiesMicrosoft OfficeTableauPowerPointCRM SoftwareMCIF SoftwareProject Management Skills

Required

Bachelor's Degree (Required).

7-10 years’ experience in Financial Institution (FI) Business Acumen.

Experience with end user FI consumption and/or selling of digital services, lending / loan acquisition solutions or deposit generating products over multiple channels.

Understand Financial Statements and can interpret these into actionable strategies.

An analytical mindset with the ability to develop metrics, create reports, interpret results, and make appropriate recommendations; data driven with a focus on business results for projects undertaken.

Demonstrated ability to analyze data insights and translate these into compelling story telling, beyond just the facts.

Demonstrated understanding of compliance, risk and underwriting requirements of the financial services industry associated with the NCUA, FDIC and CFPB.

Travel expected (up to 50%).

Excellent problem-solving and critical-thinking skills coupled with the ability to remove barriers and enable teams to complete their objectives.

Excellent collaboration, organizational, time management, presentation, and writing skills; ability to deliver clear, direct, and effective communication (written & orally) for public consumption.

Diplomatic communicator skilled in saying “no” when appropriate; able to negotiate internally as well as with clients to ensure solutions can both address client needs and Vericast capabilities.

Demonstrated proficiency running effective meetings, facilitating large scale executive workshops and getting buy-in and participation from Executive leaders.

Demonstrated ability to develop trusted and working partnerships with key stakeholders.

Advanced computer knowledge (Microsoft Office, Tableau, PowerPoint, CRM & MCIF Software).

Independent initiative-taker with proven ability to both identify and solve client or internal challenges.

Entrepreneurial/flexible mindset unafraid to disrupt status quo while maintaining relationships.

Strong servant leadership mentality with the proven ability to identify and meet the needs of clients and customers at all levels of the organization.

Track record in identifying opportunities that create value propositions.

Desire to learn more of the trends shaping consumer behavior today and in the future.

Strong organizational, interpersonal, and project management skills.

Experience and desire to work in a fast-paced, dynamic, Agile and remote environment.

Must demonstrate ability and desire to continuously learn and keep up to date on market, industry, and professional developments.