Senior Sales Solutions Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify operational issues, limitations in business models, and growth barriers within potential client organizations.

• Collaborate with sales leadership to craft and implement deal strategies for intricate opportunities.

• Offer strategic direction throughout the sales process.

• Convert client business requirements into detailed solution recommendations.

• Create solutions that align with the goals of prospects and the capabilities of CSI.

• Position CSI solutions in relation to commercial growth, operational efficiency, risk management, compliance, competitive differentiation, and value generation.

• Facilitate client discovery sessions, diagnostic interviews, and solution workshops.

• Deliver presentations of complex solutions to C-suite executives, business leaders, and operational stakeholders.

• Oversee the response strategy for RFPs and due diligence processes.

• Identify potential risks, gaps, and competitive challenges within RFP requirements.

• Develop and advocate for solution response strategies.

• Manage the complete demo strategy for complex sales opportunities.

• Design and execute scenario-driven, multi-session demonstrations customized for various audiences and functional areas.

• Provide expertise in commercial banking related to lending workflows, treasury and cash management, relationship profitability, portfolio management, and operations of financial institutions.

• Aid sales initiatives through industry insights and best-practice recommendations.

• Serve as the primary architect for the solution narrative and lead technical aspects of the sales process.

• Align client business objectives with CSI capabilities to deliver distinct value and achieve successful sales outcomes.

⛳️ Requirements

• Bachelor's degree in business, finance, information technology, or a related field, or equivalent professional experience.

• 5–10 years of experience in banking solution sales, financial services consulting, pre-sales engineering, or similar roles.

• Extensive experience supporting commercial banking organizations or mid-market financial institutions.

• In-depth knowledge of commercial lending, treasury management, and banking operations.

• Proven success in supporting or leading complex sales opportunities, including enterprise-level engagements valued at $1M or more.

• Experience conducting executive-level presentations, discovery sessions, and solution demonstrations.

• Strong consultative selling, presentation, and relationship management skills.

• Willingness to travel approximately 75% of the time.

• Preferred experience within fintech, banking technology, or financial institution software providers.

• Preferred experience with responding to complex RFPs and regulatory due diligence requirements.

• Preferred knowledge of core banking platforms, digital banking solutions, payments, and treasury services.

• Preferred experience in professional services, implementation consulting, or solution architecture.

• Preferred strong understanding of competitive banking technology environments.

• Demonstrated strategic thinking and expertise in consultative sales.

• Ability to convey complex technical capabilities in terms of business value.

• Presence and strong communication skills suitable for executive interactions.

• Profound knowledge of the financial services industry.

• Strong problem-solving skills and capabilities in solution architecture.

• Ability to influence stakeholders and achieve successful sales outcomes.

• Must be legally 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 company performance.

• Competitive salary.

• Comprehensive benefits package.