Senior Client Strategist

🔥 12 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $170k - $200k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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Vericast

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

📣 Marketing

💸 Finance

💳 Fintech

Marketing • Finance • Fintech

Vericast is a company focused on accelerating the performance of financial institutions. Through the use of data, artificial intelligence, and innovative strategies, Vericast helps banks and credit unions drive growth and enhance their marketing performance. The company provides a variety of solutions including digital marketing, direct mail, card solutions, check solutions, customer and employee insights, and customer change management. Vericast leverages responsibly sourced data to engage consumers effectively, which is why many financial institutions trust them for solving marketing challenges. Their expertise in the financial sector is aimed at delivering insights and growth solutions, positioning them as a leader in financial marketing services.

📋 Description

• Provide consultative and analytical services using data and insights to inform multi-channel marketing strategies for financial institution clients • Drive client outcomes including new households, accounts, mortgages, HELOC/home equity, and acquisition of other products • Partner across multidisciplinary teams to drive innovation and implement solutions and programs • Provide strategic direction through analysis and insights to support clients' strategic plans and goals • Establish and maintain strong internal and external customer relationships • Champion agile ways of thinking and working • Drive excellence in financial acumen, communication, business and strategic planning, performance monitoring, and reporting • Translate market developments into actionable insights, compelling stories, and strategic recommendations • Use data visualization and modeling to create insights and storytelling supporting client priorities • Champion innovative analytics tools for large financial services datasets • Conduct market research and analyze external market data to develop forecast models and scenario planning • Maintain current knowledge of the financial services environment and translate insights into client strategy and business planning • Consult with clients and internal teams to identify objectives and strategies • Find solutions for client problems and conduct competitor analysis • Keep current with technologies and consumer behaviors • Ensure internal teams understand client challenges • Create and present client strategies and market briefs • Craft and present data stories • Present pre-sales dashboards and campaign results in client meetings • Advise clients and internal teams on media strategies across Vericast solutions • Recommend solution enhancements to Product teams • Recommend post-program measurement and reporting plans • Identify opportunities to deliver on client business goals • Align media plans and deliverables with financial benefits and desired outcomes

🎯 Requirements

• Bachelor's Degree • Previous high-level role in banking required; SVP, CMO or CLO preferred • 7-10 years in financial institution business • Business acumen on both sides of the balance sheet and understanding how products drive the business • Consulting background preferred • Ability to understand financial statements and interpret them into actionable strategies • Analytic mindset with ability to develop metrics, create reports, interpret results, and make recommendations • Ability to analyze data insights and translate them into compelling storytelling • Understanding of compliance and risk requirements in the financial services industry • Excellent problem-solving and critical-thinking skills • Excellent collaboration, organizational, time management, presentation, and writing skills • Ability to communicate clearly, directly, and effectively in writing and orally • Ability to negotiate internally and with clients • Demonstrated proficiency running meetings and facilitating large-scale executive workshops • Ability to develop partnerships with key stakeholders • Advanced computer knowledge, including Microsoft Office and Tableau • Independent self-starter with ability to identify and solve client or internal challenges • Entrepreneurial and flexible mindset • Strong servant leadership mentality • Ability to identify value-creating opportunities • Desire to learn consumer behavior trends • Strong organizational, interpersonal, and project management skills • Open to travel as necessary • Experience and desire to work in a fast-paced, dynamic, and agile environment • Ability and desire to continuously learn and keep up to date on market, industry, and professional developments

🏖️ Benefits

• Sales incentive/commission program • Medical coverage • Dental coverage • Vision coverage • 401K with company match • Generous PTO allowance • Life insurance • Employee assistance • Pet insurance • Disability accommodations during the selection process