Sales Executive (Financial Crimes)

 Posted 15 hours ago
     
5-10 years experience
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AI Summary

The Sales Executive is responsible for driving new business growth by identifying and closing opportunities within an assigned territory. This includes promoting Financial Crimes products and maintaining accurate sales records using Microsoft Dynamics CRM.

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 recruiter@csiweb.com 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.

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