Job Description:
Managed Services Sales Executive
Are you a driven sales professional who thrives on building long-term relationships and growing existing client partnerships? Do you want the autonomy to run your business while benefiting from strong support, coaching, and a collaborative team?
CSI is expanding our Managed Services presence and is looking for a seasoned Sales Executive to support and grow a strategic territory of established clients. This is a remote U.S.-based role with approximately 25% travel.
You’ll join a team of experienced sales professionals and CSI veterans who are focused on collaboration, innovation, and helping one another succeed. The ideal candidate brings deep Managed Services expertise, understands complex client environments, and is skilled at identifying growth opportunities within existing relationships.
Role Overview
The Sales Executive will be responsible for growing revenue within an established portfolio of accounts by identifying, developing, and closing upsell and cross-sell opportunities. This role requires a consultative approach, strong relationship and time management skills, and the ability to align CSI’s solutions to evolving client business needs.
Key Responsibilities
Drive revenue growth within an assigned book of business by achieving or exceeding annual quota through upsell and cross-sell strategies
Build and maintain strong, trusted relationships with key client stakeholders across a strategic territory
Identify, qualify, and develop expansion opportunities aligned to customer business objectives and long-term technology roadmaps
Maintain a robust pipeline through proactive account planning, client engagement, and collaboration with Sales, Marketing, and Client Success teams
Partner closely with internal teams to deliver compelling presentations, proposals, and solution strategies
Leverage industry knowledge, compliance awareness, and market trends to enhance CSI’s value proposition and increase win rates
Support customer success by ensuring ongoing alignment between client expectations and delivered services
Participate in client events, business reviews, and industry engagements to build relationships and identify new opportunities
Qualifications
Bachelor’s degree or equivalent combination of education and relevant experience
Minimum of 3+ years of experience in Managed Services, account management, or business development within existing client bases
Proven success in growing revenue within established accounts (upsell/cross-sell)
Experience with MSPs and/or MSSPs, preferably within the financial services or community banking sector
Strong executive presence, communication skills, and ability to influence stakeholders
Demonstrated ability to navigate complex sales cycles and multi-threaded relationships
Why CSI
Join a stable, growth-oriented organization with over 60 years of history and a strong, loyal customer base. CSI is rapidly expanding its Managed Services footprint, offering you the opportunity to deepen client partnerships and play a key role in our continued success.
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.
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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 job-related knowledge
- Minimum of two (2) years of relevant work and/or industry experience
- Experience in Managed IT Services Providers (MSPs)
- Experience selling to community financial institutions (preferred)
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.
