Sr Client Strategist

San Antonio, TX (Remote)

$170K/yr – $200K/yrSenior Level7+ years expFull time

Posted 5 days ago

Job Summary

Own and drive client strategy development, presentations, and subject-matter expertise for financial services accounts, turning insights into data-driven, measurable outcomes across key client workstreams.

  • Lead client strategy and market research efforts
  • Present data-driven stories to clients and internal stakeholders
  • Provide trusted advisory and align product enhancements with client goals

Job Description

Responsibilities

  • Client Strategy: Consults with clients and internal teams to identify objectives and strategies that help our financial services clients solve business needs o Finds solutions for client problems. o Conducts market research. o Performs analysis of competitors to identify opportunities for internal and client strategies. o Stays updated with technologies and consumer behaviors. o Ensures all internal teams understand client challenges 65%
  • Client Presentations: Key member of selling team engaged in client presentations at all levels o Creates and presents the client strategy and market brief o Crafts and tells the data story o 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 media strategies across Vericast solutions that will drive client outcomes and recommends solution enhancements to Product teams. Recommends post-program measurement and reporting plan for client o Understands clients’ businesses and pro-actively identifies opportunities to deliver on business goals 15%

Requirements

  • Bachelor's Degree (Required)
  • Previous high-level role in banking required (SVP, CMO or CLO preferred)
  • 7-10 years in FI Business Acumen- Both sides of Balance Sheet understanding how product drives the business- from a management perspective
  • Experience in FI Business Acumen- Both sides of Balance Sheet understanding how product drives the business- from a management perspective
  • Consulting background preferred
  • Understand Financial Statements and can interpret these into actionable strategies
  • An analytic 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 and risk requirements of the financial services industry
  • Excellent problem-solving and critical-thinking skills coupled with the ability to remove barriers and enable teams to complete their objectives.

Preferred

  • Consulting background preferred
  • 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

Benefits

  • 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.
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Vericast

Vericast is the FI performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more.

San Antonio, Texas, USA
963 employees (80 in marketing)

Salaries

Posted range

$170K/yr – $200K/yr

Taken straight from the job posting.

See all Vericast salaries

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Sr Client Strategist

Vericast · San Antonio, TX · Remote