Job Description:
Relationship Managers are the heart and soul of our customer connections, building and expanding strategic relationships. They serve as the primary liaison between CSI and our customers, dedicated to providing exceptional service that leads to high customer satisfaction and contract renewals. Representing the full range of our products and services, they ensure that our customers' needs and expectations are met with excellence.
Responsibilities:
Foster and nurture relationships with multiple customers.
Typically support a single line of business and understand a primary application.
Demonstrate a solid understanding of CSI products and services.
Establish and maintain productive, professional relationships with key personnel in assigned customer accounts, ensuring their needs and expectations are met and serving as a point of escalation for unresolved issues.
Contribute to and ensure business retention, pipeline generation, and positive "Would Recommend CSI" survey results.
Participate in and/or lead cross-sale processes and pipeline generation.
Engage in various sales and relationship activities to meet targets for retention, build productive pipelines, produce profitable sales volume, and achieve strategic objectives.
Practice consultative selling by staying in constant communication with clients to proactively understand their needs, goals, and direction.
Evaluate the usage of all CSI products with each assigned client, presenting additional CSI products and value-add solutions as appropriate. Keep clients informed of product offerings through marketing efforts, product notifications, and webinars.
Fulfill any additional duties as assigned, contributing to the overall effectiveness of the team.
Requirements:
Bachelor's degree or equivalent combination of education and experience.
3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role.
Must have experience working within banking, fintech, SaaS, or a related technology-driven industry.
Strong ability to build trust and influence decision-makers.
Exceptional communication, presentation, and interpersonal skills.
Proven problem-solving and negotiation abilities.
Strong organizational skills with excellent attention to detail.
Ability to manage multiple priorities and stakeholders simultaneously.
Knowledge of banking technology platforms, software solutions, or financial services products.
Experience identifying growth opportunities and supporting revenue retention initiatives.
Travel
Travel up to 40–50% as needed to support customer relationships, meetings, conferences, and onsite engagements.
As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com
CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary
CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [email protected] and we will work with you to meet your accessibility needs.
For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)
Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
Skills Required
- Bachelor's degree or equivalent combination of education and experience
- 3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role
- Experience working within banking, fintech, SaaS, or a related technology-driven industry
- Strong ability to build trust and influence decision-makers
- Exceptional communication, presentation, and interpersonal skills
- Proven problem-solving and negotiation abilities
- Strong organizational skills with excellent attention to detail
- Ability to manage multiple priorities and stakeholders simultaneously
- Knowledge of banking technology platforms, software solutions, or financial services products
- Experience identifying growth opportunities and supporting revenue retention initiatives
- Willingness to travel up to 40-50% to support customer relationships, meetings, conferences, and onsite engagements
- Authorized to work in the United States without the need for visa sponsorship
What We Do
As a forward-thinking technology partner, we accelerate our delivery of cutting-edge solutions to empower our customers’ growth. CSI heavily invests in research and development, product partnerships and strategic acquisitions to provide the most innovative technologies—all while maintaining our service-first mentality. We drive financial institutions and other businesses forward with a variety of services, including: Core Banking With more than 57 years as a leader in core bank processing, CSI’s enterprise banking solutions empower institutions to compete in an open banking environment while growing assets, developing additional revenue streams and reaching new customers by integrating the latest digital technologies. Regulatory Compliance As an established leader in compliance, top global brands trust CSI as their regtech partner and rely on us for our advanced compliance software—including industry-leading fraud and anti-money laundering solutions. Managed Cybersecurity CSI offers cloud-based cybersecurity services, with 24/7 monitoring, real-time incident remediation, seamless compliance integration and industry-leading support for enhanced threat mitigation. IT Management As one of the largest, most trusted managed services partners in the country, we take a consultative approach to IT management to provide a scalable, efficient IT enterprise that supports institutions’ growth and regulatory needs. Document Distribution From digital document delivery to cost-efficient print and mail services, CSI provides a full range of document distribution solutions to help financial institutions stay connected with their customers. Advisory Services CSI’s Advisory Services—which include IT governance, compliance and risk management services—deliver cost-effective solutions that reduce the time and expense of managing security and compliance while ensuring technology is aligned to business objectives.
