About this role

Driving revenue through successful design and implementation of customer acquisition and growth programs
Conducting thorough discovery to understand clients' business challenges
Architects solutions leveraging Vericast's capabilities
Maintaining high-touch relationships with clients to ensure program success
Contributing to Vericast's thought leadership platform
Creating compelling content and delivering training materials
Analyzing program performance data and identifying opportunities for improvement

7+ years of experience in financial services marketing, customer experience, or related fields
Previous senior management role (VP+) in bank or credit union marketing/CX required, with experience across multiple institutions preferred
Management consulting experience with top-tier firms focusing on financial services is highly desirable
Proven track record of developing and implementing successful customer acquisition and retention programs
Demonstrated experience presenting to and building relationships with C-level executives
Experience using data analytics tools and technologies to drive business decisions
Bachelor's Degree (Required)
MBA or relevant graduate degree (Preferred)
Industry certifications are a plus

Senior Client Strategist – Financial Services

Key skills