Senior Account Planner; Remote

Company Description

Vericast is the financial institution (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.

The Senior Account Planner is a strategic leader within Vericast’s performance marketing agency, responsible for developing and maintaining comprehensive, data‑driven media strategies and always‑on campaign plans for financial institution clients across all digital channels. This role translates client business objectives into integrated, long‑term strategic roadmaps and tactical media plans that drive measurable results, supporting Vericast’s evolution toward a managed services and agency‑of‑record model rather than ad‑hoc campaign execution.

The Senior Account Planner collaborates extensively with Client Strategists, Media Directors, Media Specialists, Account Managers, and cross‑functional teams to ensure strategic alignment, best‑practice implementation, and continuous optimization across client portfolios. Operating as a strategic consultant internally and externally, the Senior Account Planner provides thought leadership on media strategy, channel selection, audience targeting, and performance optimization while partnering closely with execution teams to ensure campaigns are built to plan and positioned for success.

• Account & Campaign Strategy Development

  Develop integrated media strategies aligned with business objectives, audience insights, competitive positioning, and performance goals; create always‑on strategic roadmaps and optimization frameworks supporting long‑term client relationships; design detailed campaign strategies specifying channel mix, budget allocation, audience targeting, messaging frameworks, creative requirements, and success metrics; translate client business goals into actionable marketing and media strategies; establish strategic priorities across multiple concurrent accounts;
  
  develop test‑and‑learn frameworks, quarterly optimization roadmaps, and strategic pivots based on performance data, market dynamics, and evolving client needs.

• Media Planning & Channel Strategy Orchestration

  Architect cross‑channel media plans spanning paid search, paid social, programmatic display, direct mail, CTV, and emerging channels; partner with Media Directors to incorporate channel‑specific best practices, platform capabilities, and tactical recommendations; develop audience segmentation strategies, targeting parameters, and data activation plans leveraging consumer data assets; create media mix models and scenario planning to optimize budget allocation; design holistic, year‑round media strategies supporting agency‑of‑record relationships and continuous optimization;
  
  stay current on platform innovations, industry trends, competitive tactics, and emerging opportunities in financial services marketing.

• Client Consultation & Strategic Presentation

  Serve as a strategic voice in client interactions, presenting media strategies, campaign plans, performance insights, and optimization recommendations; facilitate strategic planning sessions and workshops to align on objectives and co‑create strategic roadmaps; translate complex data and channel mechanics into actionable insights; partner with Account Managers, AEs, and Sales to support relationship management, renewals, upsells, and strategic account growth within a managed services framework;
  
  build trusted advisor relationships by demonstrating deep understanding of business challenges, market dynamics, and growth opportunities.

• Campaign Implementation Oversight & Quality Assurance

  Provide strategic guidance during campaign setup and implementation; review campaign structures, targeting configurations, creative applications, and tracking implementations; participate in campaign launch readiness…