Vice President, Financial Services

Who We Are:

Persado is the pioneer and leader in Cognitive Content generation. Our artificial intelligence platform generates “smart content", the precise words, phrases, emotions, and images brands use to engage customers, inspire action, and build lasting relationships. Using Persado, 200 of the world’s most revolutionary brands across multiple industries have seen a 49.5% average lift in conversions, a 68.4% improvement in click-through rates, and over $1 billion in incremental revenue.

The company is powered by brave and bright humans, comprised of mathematicians, statisticians, computational linguists, social psychologists, engineers, wordsmiths, artists, athletes, foodies, former marketers, and entrepreneurs. Founded 12/12/12, Persado is a Fortune Great Place to Work. 

CNBC named Persado to its Disruptor 50 list in 2017, joining the ranks of Airbnb, Spotify, WeWork, and Elon Musk’s SpaceX. We are a Forrester Breakout Vendor in Content Intelligence and a Gartner Cool Vendor in Data-Driven Marketing. With the latest funding round led by Goldman Sachs, Persado is embarking on its next phase of growth.

What We Are Looking For:

The VP, Financial Services will be responsible for driving the expansion of the Persado Platform within the Financial Services industry, across existing and new clients, owning the following:

  • Identifying and qualifying target companies and lines of business that would benefit (in a transparent and material way) from the implementation of Persado solutions
  • Defining a clear value and financial impact for the use of Persado solutions within each of the identified companies
  • Leading the commercial implementation, execution and scale of the Persado solutions within the client’s business

The VP, Financial Services will function as a general manager, optimizing the investment of practice resources to achieve the three key strategic goals of winning new business, expanding existing customer relationships and driving up overall relationship value as measured by the financial impact of Persado’s solutions to a client’s business through unparalleled return of the clients digital marketing investment.

What We Want You To Do:

  • Assignment of resources to and pursuit of designated named accounts
  • Exceeding new bookings revenue targets
  • Leading a team of resources to deliver the most comprehensive cross-channel solution available from Persado
  • Continually developing talent based on individual development plans
  • Building a succession plan for expansion
  • Up to 25% travel is required

The VP will be responsible for the day to day management of customer relationships including but not limited to:

  • Own existing enterprise customers and ensure their successful use of Persado Solutions
  • Direct the development of detailed account plans with command of all elements (authorizers/influencers across lines of business, client strategy, opportunities, defined customer success), and own the execution of the plan
  • Coach and guide a team of Senior Directors, Directors
  • Indirectly manage a virtual team of delivery personnel, data scientists, center of excellence leaders and other roles contributing to the success of the customer
  • Deliver the target financial performance from the accounts (growth in bookings and revenue)
  • Achieve high customer satisfaction (referenceability, advocacy, Net Promoter, etc.)
  • Build and maintain key customer relationships, and develop and implement strategies for expanding Persado’s customer base
  • Escalate client and service related issues to senior management
  • Anticipate, communicate, and facilitate new client needs and/or product enhancements that will help both the client and Persado improve
  • Solve for rational, political, and emotional elements in every client decision
  • Be an evangelist for Cognitive Content and Persado value to the market

What We Want To See: 

  • The candidates would be expected to have at least 5 years of senior (Director or above) line management experience leading teams of 10+ individuals
  • Deep subject matter expertise in Financial Services
  • 3+ years of experience directly managing digital marketing or CRM
  • Experience driving financial performance at a P&L level as proven across multiple years managing a $10mm + line of business
  • Experience managing enterprise customer relationships at senior levels


If executed correctly the core functions of Business Development and Customer Success Management will deliver a best in class customer experience to Persado clients. The organization’s relentless commitment to creating value for our clients will result in:

  1. A clear understanding within the Persado client base of the true uniqueness of the Persado platform, creating advocacy, and stickiness
  2. A clear understanding within the Persado client base of the highly scalable ROI the platform delivers, providing momentum for increased platform investment and scale
  3. Deeper integrations with client systems and processes, providing a barrier to entry to competitors and a higher sense of platform ownership within the client base, increasing retention rates while maintaining margins

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