Job Description:
The Senior Sales Solutions Consultant serves as the strategic technical leader on complex sales opportunities, partnering closely with Sales teams and stakeholders within mid-to-large financial institutions. This role leverages deep industry expertise and product knowledge to support RFP responses, product demonstrations, discovery sessions, solution design, project scoping, professional services quoting, and CSI product consultation. Must be able to travel 75% of the time.
As a trusted advisor to executive and operational stakeholders, the Senior Sales Solutions Consultant acts as the lead architect of the solution narrative and quarterback for all technical aspects of the sales process. This role is responsible for aligning client business objectives with CSI capabilities while driving differentiated value and successful sales outcomes.
Key ResponsibilitiesStrategic Deal Engagement- 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 to maximize customer value and competitive positioning.
- Translate client business requirements into comprehensive solution recommendations.
- Design solutions that align prospect goals with CSI's long-term vision and capabilities.
- Position CSI solutions to support:
- Commercial growth strategies
- Operational efficiency improvements
- Risk management and compliance objectives
- Competitive differentiation and value creation
- Clearly articulate business outcomes rather than product features.
- Serve as a trusted advisor to executive and operational stakeholders.
- Lead client discovery sessions, diagnostic interviews, and solution workshops.
- Present and communicate complex solutions to diverse audiences, including C-suite executives and business leaders.
- Build credibility and confidence through consultative engagement and industry expertise.
- Lead response strategy for Requests for Proposal (RFPs) and due diligence activities.
- Proactively identify risks, gaps, and competitive challenges within RFP requirements.
- Develop compelling response strategies that strengthen CSI's competitive position.
- Defend and articulate solution responses during detailed evaluation sessions.
- Own the end-to-end demo strategy for complex sales opportunities.
- Design scenario-driven demonstrations that align with client use cases and business objectives.
- Create multi-session demo experiences tailored to specific audiences and functional areas.
- Deliver demonstrations to credit, treasury, operations, commercial banking, and executive stakeholders.
- Ensure all demonstrations effectively communicate business value and strategic outcomes.
- Provide expertise and consultation related to:
- Commercial lending workflows
- Treasury and cash management solutions
- Relationship profitability and portfolio management
- Financial institution operational processes
- Support sales efforts through industry insight and best-practice recommendations.
- 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% to support client engagements, demonstrations, discovery sessions, industry events, and sales opportunities.
- Experience within fintech, banking technology, or financial institution software providers.
- Experience responding to complex RFPs and regulatory due diligence requirements.
- Knowledge of core banking platforms, digital banking solutions, payments, and treasury services.
- Professional Services, implementation consulting, or solution architecture experience.
- Strong understanding of competitive banking technology landscapes.
- 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.
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 [email protected] 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.
Similar Jobs
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
