Senior Sales Solutions Consultant

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

🦅 H1B Visa Sponsor

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CSI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• Diagnose operational challenges, business model limitations, and growth constraints within prospective organizations • Partner with sales leadership to develop and execute deal strategies for complex opportunities • Provide strategic guidance throughout the sales lifecycle • Translate client business requirements into comprehensive solution recommendations • Design solutions aligned with prospect goals and CSI capabilities • Position CSI solutions around commercial growth, operational efficiency, risk management, compliance, competitive differentiation, and value creation • Lead client discovery sessions, diagnostic interviews, and solution workshops • Present complex solutions to C-suite executives, business leaders, and operational stakeholders • Lead response strategy for RFPs and due diligence activities • Identify risks, gaps, and competitive challenges within RFP requirements • Develop and defend solution response strategies • Own end-to-end demo strategy for complex sales opportunities • Design and deliver scenario-driven, multi-session demonstrations tailored to audiences and functional areas • Provide commercial banking expertise on lending workflows, treasury and cash management, relationship profitability, portfolio management, and financial institution operations • Support sales efforts through industry insight and best-practice recommendations • Act as lead architect of the solution narrative and quarterback for technical aspects of the sales process • Align client business objectives with CSI capabilities while driving differentiated value and successful sales outcomes

🎯 Requirements

• Bachelor's degree in business, Finance, Information Technology, or related field, or equivalent work experience • 5–10 years of experience in banking solution sales, financial services consulting, pre-sales engineering, or related roles • Strong experience supporting commercial banking organizations or mid-market financial institutions • Deep understanding of commercial lending, treasury management, and banking operations • Proven track record supporting or leading complex sales opportunities, including enterprise-level engagements valued at $1M+ • Experience leading executive-level presentations, discovery sessions, and solution demonstrations • Strong consultative selling, presentation, and relationship management skills • Ability to travel approximately 75% • Experience within fintech, banking technology, or financial institution software providers preferred • Experience responding to complex RFPs and regulatory due diligence requirements preferred • Knowledge of core banking platforms, digital banking solutions, payments, and treasury services preferred • Professional Services, implementation consulting, or solution architecture experience preferred • Strong understanding of competitive banking technology landscapes preferred • Strategic thinking and consultative sales expertise • Ability to translate complex technical capabilities into business value • Executive presence and strong communication skills • Deep financial services industry knowledge • Strong problem-solving and solution architecture capabilities • Ability to influence stakeholders and drive successful sales outcomes • Must be authorized to work in the United States without visa sponsorship now or in the future

🏖️ Benefits

• Eligibility for incentive awards based on both individual and business performance • Competitive salary • Comprehensive range of benefits