Sr Market Strategist

Harland Clarke   •  


Industry: Software


11 - 15 years

Posted 393 days ago

Harland Clarke Corp. is a leading provider of best-in-class integrated payment solutions, marketing services, retail products, high-value transactional print and electronic documentation, and security solutions. The 140 year old company serves multiple industries including financial, insurance and investment services, big-box retailing, accounting software, commercial, direct selling associations, and franchising. Its clients range in size from major corporate brands and trade groups to small businesses and individual consumers. They are served through three business divisions: Payment Solutions, Marketing Services and Retail Channels. For more information,

Position Summary

Advises, consults and assists sales leaders in the facilitation and support of new sales from existing and prospective clients with complex needs through in-depth onsite/virtual solution presentations and client consultations to financial and non-financial clients; assists in developing strategies and solutions to enhance client retention and loyalty.

Key Duties / Responsibilities - Essential duties are identified by asterisks.

Serve as strategic thought leader for entire Marketing Solutions team through the following activities:


Leverage industry research that illuminates critical business needs of Banks and Credit Unions  Support HC Marketing with the development  of HC case studies.  (10%)


Generate & present marketing campaign strategies and business case proforma models, along with supporting the creation of  sales presentations to be used by Marketing Solutions Sales professionals .  From time to time, accompany Sales professionals on sales calls, serving as an "industry expert".  (40%)

 Actively package business challenges, HC solutions, financial business cases, presentations (Marketing & Analytics), strategy briefs and pricing. Support the implementation of recommended solutions, ongoing consultation, as well as generate campaign results and insights to foster continued success of the client engagement  (35%)

 Transform industry insight into value propositions that leverage HC capabilities as solutions for our clients.  Develop a resource of relevant industry insights highlighting valuable statistics and case studies to be used as proof points. (15%)

 All employees are responsible for demonstrating the company's Core Values at all times and for using Performance Excellence principles to continuously improve effectiveness, efficiency, products, and services.  This includes, but is not limited to, participating on improvement teams, recommending and implementing improvement ideas, and participating in training and other activities to keep up to date on processes, information, etc.

All employees are responsible for supporting and complying with internal and external  audits, to include providing information, performing assigned tasks to ensure compliance, and preparing and maintaining evidence that key duties identified as internal controls have been performed.

All employees are responsible for supporting and complying with safety and security policies to promote a healthy working environment.

Education & Knowledge Required

Requires a bachelordegree, with a concentration in business administration, marketing, economics, or other relevant field of study.  An MBA or equivalent coursework in econometrics and advanced financial accounting is preferred.

 Ideal candidate should have a working knowledge of direct response marketing or customer segment management experience.

 Proven candidate should have a strong background in Financial Services marketing AND/OR have had previous agency/Marketing Services provider experience supporting the Financial Services industry

Experience / Skills / Abilities Required

10+ years experience at a bank or credit union AND/OR 10+ years experience working as a financial services industry analyst for a professional services organization, current employment with a bank, credit union, data-base marketing agency or professional services firm, a plus.

 Retailbanking, Investment services or Credit card marketing experience a plus.

 Ideal candidate should have significant product experience (deposits, mortgage, consumer lending, investments) .

 A demonstrated command of industry trends, how those trends impact banks' existing consumer, small business, and commercial business models.

 Skilled communicator and effective presenter, include the ability to develop compelling marketing strategy briefs and presentations to effectively communicate recommendations.


This position requires the ability to travel throughout the U.S.

 Supervisory Responsibility



Communication & Contacts Required

This individual has contact with current clients, prospective clients, external research providers, and various employees within the following processes: Sales and Marketing, Analytics, Creative, and Project Services.


Requires ability to express ideas clearly both orally and in writing. 


Requires strong presentation and public speaking skills.

 Decision Making

Position requires above average judgement and decision making ability.


Requires extensive knowledge of bank direct marketing practices.

Requires knowledge of sales principles and practices.

Requires excellent organizational, planning, and prioritization skills. Detailed oriented.

Requires the ability to be self-motivated towards the achievement of established goals.

Requires the ability to work within a team environment, but comfortable working independently.

Requires the ability to travel.

Requires working knowledge of personal computers and software, including use of the Internet, PowerPoint, Spreadsheet, Word Processing and Data Visualization tools.


Physical Requirements / Working Conditions