Jobs at CSI

Leads loan origination software implementations for financial institution customers from discovery through post-launch stabilization. Responsibilities include requirements gathering, workflow analysis, configuration coordination, project scheduling, testing, training, go-live support, stakeholder communication, risk management, and issue resolution. The role combines project leadership, customer relationship management, business and technical problem-solving, and consultative guidance to drive successful software adoption.

Leads technical strategy for complex financial-services sales opportunities. Responsibilities include solution architecture, consultative discovery, executive presentations, RFP and due diligence leadership, scenario-based product demonstrations, project scoping, professional services quoting, and commercial banking consultation. The role supports lending, treasury, cash management, portfolio management, and banking operations solutions while aligning client objectives with product capabilities. Travel of approximately 75% is required.

The Product Owner connects product strategy with data engineering, translating requirements into user stories, managing the product backlog, and ensuring data quality for client-facing data products.

Serve as primary liaison for assigned financial-institution clients to build and retain relationships, drive renewals and cross-sales, and ensure product adoption. Understand CSI products, evaluate client usage, generate pipeline, lead consultative selling, resolve escalations, and support revenue retention and satisfaction metrics. Coordinate with internal teams and participate in client meetings, webinars, and onsite engagements.

Lead PCI DSS compliance activities including assessments, scoping, policy development, remediation guidance, and cross-functional collaboration to protect cardholder data and maintain regulatory adherence.

The Sales Executive identifies and generates new sales leads, develops sales strategies, closes opportunities, and manages sales pipeline activity while representing the company at events.

Initiate outbound prospecting to schedule introductory meetings for Digital Engagement Solutions sales teams using phone, email, and LinkedIn. Map target accounts, log interactions in Dynamics CRM, follow up on content downloads, support trade-show and in-person meeting scheduling, and become expert in CSI products, competitors, and payments.

The Manager, Accounting oversees financial reporting, manages accounting operations, leads a team, and drives process improvements while ensuring compliance and accuracy.

Serve as the company's technical accounting subject matter expert: lead complex U.S. GAAP research, prepare technical memos and disclosures, maintain and enhance internal control frameworks (SOX), support acquisitions and SEC readiness, liaise with auditors, and drive accounting automation and process improvements.

The Director, Implementations leads the implementation delivery teams, ensures project success, fosters strong customer experiences, and drives operational performance improvement.