Sales Executive Associate

Hi, I'm Cassie Alexander, your Recruiter and guide to joining CSG! We are excited to learn more about you and your unique background.

We are seeking a Sales Executive Associate to focus on developing and deepening referral relationships—particularly in the healthcare and banking/financial institution verticals—and on building net‑new referral partners that drive sustainable, profitable revenue growth for Forte.   You will focus on developing and deepening referral relationships—particularly in the healthcare and banking/financial institution verticals—and on building net‑new referral partners that drive sustainable, profitable revenue growth for Forte.

We are looking for a Sales Executive Associate who will:

• Engage, qualify, and convert inbound and outbound leads from Forte referral and channel partners into new payment processing clients, managing the full sales cycle, educating prospects on Forte’s products, processing capabilities, pricing models, compliance requirements, and preparing and presenting tailored proposals, pricing, and contracts to drive deal closure.

• Partner closely with referral sources and Customer Success Managers (CSMs) to ensure smooth lead handoff, timely follow‑up, accurate opportunity data, and coordinated activation and ramp‑up of live processing for all closed‑won opportunities.

• Maintain accurate pipeline, opportunity, and forecasting data in Dynamics and other CRM/demand‑generation tools; stay current on competitor offerings, market trends, and regulatory requirements impacting electronic payments; represent Forte at industry‑specific tradeshows; and adhere to all applicable compliance, security, and card‑brand rules.

• Demonstrate aptitude for overcoming objections and clearly communicating Forte’s value propositions to executive‑level decision makers and key influencers while building constructive, collaborative relationships with internal teams and external partners.

Is this opportunity right for you? We are looking for candidates who have:

• Bachelor’s degree in Business, related field or equivalent experience

• 5+ years of B2B sales experience required, with a proven track record of meeting or exceeding sales targets

• 3+ years of payments sales experience in healthcare and banking/financial institutions

• Experience selling technology, SaaS, or payment processing solutions through consultative, solution‑based selling approaches

• Experience selling payment processing or merchant services into healthcare and financial institutions and working within referral or channel‑partner sales models

• Working knowledge of CRM and email marketing automation systems (e.g., Microsoft Dynamics and related demand‑generation tools)

• Ability to travel up to 20%

• Ability to read, write, speak and understand the English language in a business environment

CSGer Perks & Benefits 

• Work from Home

• Employee Belonging Groups

• Healthcare: Dental, Medical, and Vision

• Paid Vacation, Volunteer, and Holiday Time Off

• And so much more!

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Please submit your application at csgi.com/careers. Applications will be accepted for at least 5 days from original posting date.

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Position Pay Range:

This range represents the low and high end of the salary range for this position. Actual salaries will vary based on factors including but not limited to geographical location and experience.

This role is eligible for a bonus opportunity.

Location(s):

Accommodation:

If you would like to be considered for employment opportunities with CSG and need special assistance due to a disability or accommodation for a disability throughout any aspect of the application process, please call us at +1 (402) 431-7440 or email us at [email protected]. CSG provides accommodations for persons with disabilities in employment, including during the hiring process and any interview and/or testing processes.

Our Guiding Principles:

Impact: Always help and empower others, whether they’re colleagues or customers. When our employees set their minds to something, great things happen.

Integrity: Do what’s right for our customers and our people while being authentic. We treat everyone with trust and respect—that’s just who we are.

Inspiration: Be bold in the way you think and passionate about the work you do. Test out innovative ideas without the fear of failure.

CSG empowers companies to build unforgettable experiences, making it easier for people and businesses to connect with, use and pay for the services they value most. For over 40 years, CSG's technologies and people have helped some of the world's most recognizable brands solve their toughest business challenges and evolve to meet the demands of today's digital economy.

By channeling the power of all, we make ordinary customer and employee experiences extraordinary. Our people [CSGers] are fearlessly committed and connected, high on integrity and low on ego, making us the easiest company to do business with and the best place to work. We power a culture of integrity, innovation, and impact across our locations, representing the most authentic version of ourselves to build a better future together. That's just who we are.

Learn more about CSG Inclusion & Impact here.

Our culture is award-winning: CSG has been recognized a US News & World Report “Best Companies to Work For” for 2025-2026, a Newsweek “America’s Greatest Workplaces in Tech” for 2025 and “The Top Company in Technology for Women to Work” for 2025, among many others.