Job Description:
The Sales Executive plays a critical role in driving new business growth within an assigned territory. This includes identifying, qualifying, cultivating, and closing new opportunities, while promoting the full suite of CSI’s Financial Crimes products and services with professionalism and accuracy.
Core Responsibilities:
Prospect and generate new sales leads within the assigned territory
Evaluate potential business opportunities and develop targeted sales strategies
Achieve or exceed individual sales targets
Represent the company at industry events and client meetings as needed
Maintain accurate pipeline and sales activity records using Microsoft Dynamics CRM
Additional Duties:
Develop and execute a territory-specific business plan with clear goals and account strategies
Prepare detailed pricing, proposals, and other sales documentation
Lead cross-functional collaboration to support strategic sales initiatives
Continuously manage and report on sales pipeline activity and opportunity status
Qualifications:
Bachelor’s degree required
Minimum 5 years of sales experience in financial services, software, or regulatory compliance
Strong knowledge of BSA/AML, regulatory frameworks, and fraud prevention solutions
Proven consultative selling skills and ability to influence senior-level stakeholders
Strong business acumen and executive presence
Technologically proficient with an aptitude for business processes and analytical tools
Willingness to travel as required (25%)
Remote/Home Office Position
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
- Minimum 5 years of sales experience in financial services, software, or regulatory compliance
- Strong knowledge of BSA/AML, regulatory frameworks, and fraud prevention solutions
- Proven consultative selling skills and ability to influence senior-level stakeholders
- Strong business acumen and executive presence
- Technologically proficient with aptitude for business processes and analytical tools
- Willingness to travel as required (25%)
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.
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