销售主管(金融犯罪)
Sales Executive (Financial Crimes)
职位描述:
销售主管在指定区域推动新业务增长中扮演关键角色。这包括识别、评估、培养和完成新机会,同时以专业和准确的方式推广CSI的全部金融犯罪产品和服务。
核心职责:
- 在指定区域内开拓并生成新的销售线索
- 评估潜在业务机会并制定针对性的销售策略
- 实现或超越个人销售目标
- 根据需要在行业活动和客户会议中代表公司
- 使用Microsoft Dynamics CRM维护准确的销售管道和销售活动记录
其他职责:
- 制定并执行具有明确目标和客户策略的区域业务计划
- 准备详细的定价方案、提案和其他销售文档
- 领导跨职能协作以支持战略销售举措
- 持续管理并报告销售管道活动和机会状态
资格要求:
- 需要学士学位
- 在金融服务、软件或监管合规领域至少5年销售经验
- 熟悉BSA/AML、监管框架和欺诈预防解决方案
- 具有良好的咨询式销售技巧,并能够影响高级别决策者
- 具有较强的商业敏锐度和高管气质
- 技术熟练,具备业务流程和分析工具的适应能力
- 有意愿根据需要出差(25%)
- 远程/居家办公职位
作为一家具有前瞻性的软件供应商,Computer Services, Inc.(CSI)通过开放和灵活的技术帮助社区和区域性金融机构解决客户需求。除了其获奖的核心银行平台,还包括最新的贷款、数字银行、支付、金融犯罪预防和网络安全解决方案。依托60年的个性化服务记录,CSI正在塑造银行业未来,并赋能客户与竞争对手抗衡。有关CSI的更多信息,请访问
CSI为员工提供有回报且具有挑战性的职业机会。在确定您的薪酬时,我们会考虑多种因素,如您的技能、资质、经验和所在地区。除具有竞争力的薪资外,该职位还根据个人和业务表现有资格获得激励奖励。我们还提供全面的福利。
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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
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 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.
Originally posted on Himalayas