Account Executive III Financial Services EST

Vericast; San Rafael (CA); Remote; USD 98,000 - 120,000; Full time

Job summary

A leading company in the marketing sector is seeking an Account Executive III to drive sales and build client relationships. This role involves meeting clients, managing accounts, and achieving sales targets. The ideal candidate will have extensive experience in sales, particularly in financial services, and possess strong communication and strategic thinking skills. A comprehensive benefits package is offered, along with a competitive salary and commission structure.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K with match

PTO

Life Insurance

Employee Assistance

Pet Insurance

Qualifications

• 7-10 years in a quota-carrying sales role.
• Experience with multi-channel marketing disciplines.
• Recent sales experience within a financial services vendor.

Responsibilities

• Meet in person with clients and prospects.
• Achieve assigned sales targets.
• Manage contracts and up-sell/cross-sell opportunities.

Skills

Communication

Problem Resolution

Negotiation

Strategic Thinking

Client Solution Selling

Education

Bachelor’s degree in Business

Tools

Microsoft Office

CRM Software

Job description

Job Description

The ideal candidate for this position will reside in the Central or Eastern Time Zone and be willing to travel primarily in the Eastern Time Zone (USA).

The Account Executive III is responsible for achieving sales and/or profitability objectives from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With extensive product knowledge and understanding of industry trends, Account Executives communicate directly with clients and prospects to understand their individual needs and recommend products or services to help clients attain their goals.

KEY DUTIES/RESPONSIBILITIES

1. Meet in person with clients and prospects. 30%
2. Participate in prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions. Manage multiple accounts while seeking new opportunities. 20%
3. Achieve assigned sales targets. 10%
4. Manage contracts and up-sell/cross-sell opportunities. 10%
5. Deepen existing client relationships—generating incremental business. 10%
6. Consult with clients on business issues and marketing program design. Understand client needs, negotiate costs and services, resolve sales or delivery issues. 10%
7. Work with Strategists and Delivery Teams to execute project specifications and deliver quality results. Develop proposals and deliver strategic sales presentations. 5%
8. Sell with data and insights. 5%

Qualifications:

EDUCATION

• Bachelor’s degree in Business, Marketing, or related field (Preferred) or equivalent education & work experience.

EXPERIENCE

• 7-10 years in a quota-carrying sales role; demonstrated ability to close new business and manage relationships.
• Experience with multi-channel marketing disciplines.
• Recent sales experience within a financial services vendor company; marketing discipline preferred.
• 1-3 years experience and proficiency in Marketing, Media, Advertising.
• Selling through creating a compelling vision or story; use of data and insights as a selling tool; prospecting and managing client relationships; selling multiple/integrated product campaigns; understanding client markets and strategic needs.

KNOWLEDGE/SKILLS/ABILITIES

• Ability and willingness to travel (50%).
• Ability to interpret marketplace needs and translate into products/services.
• Adaptability to change in market, products, and internal initiatives.
• Deliver formal/high impact presentations.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence.
• Excellent communication and interpersonal skills at all organizational levels.
• Strong client solution selling and targeting skills; minimal support needed to sell or close business.
• Innovative, analytical, strategic thinking.
• Manage client expectations effectively.
• Proficient in solution selling and closing opportunities.
• Track record of exceeding sales quotas and objectives.
• Skills in problem resolution, overcoming objections, initiative, conceptual selling, negotiation, and managing priorities.

EQUIPMENT/SOFTWARE UTILIZED

• Proficiency in Microsoft Office and CRM software; aptitude to learn new systems.

DECISION MAKING

This role requires interpreting financial information, exercising judgment, creativity, and innovation to solve problems and determine best solutions aligned with client goals.

Additional Information

Base Salary: $98,000 - $120,000

Total compensation includes a generous commission program.

Final compensation depends on skill level, experience, responsibilities, and location.

Vericast offers a comprehensive benefits package including medical, dental, vision, 401K with match, PTO, and additional benefits like life insurance, employee assistance, and pet insurance.

We celebrate diversity and are an Equal Opportunity employer. Applicants with disabilities may request accommodations by contacting Talent Acquisition at [e-mail]. For more info, visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.

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