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CSI

Sales Executive, Financial Crimes

CSI

Sales Executive driving new business growth within an assigned territory in financial crimes at CSI. Identifying, qualifying, cultivating, and closing new opportunities while promoting CSI’s Financial Crimes products and services.

Posted 6/3/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • 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
  • 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

Requirements

What you’ll need
  • 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%)

Benefits

Comp & perks
  • Comprehensive range of benefits

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales strategiesconsultative sellingpricing proposalssales documentationpipeline managementbusiness planningBSA/AML knowledgeregulatory frameworksfraud prevention solutionsanalytical tools
Soft Skills
influencing stakeholdersbusiness acumenexecutive presencecross-functional collaborationgoal-orientedcommunication skillsrelationship buildingstrategic thinkingproblem-solvingadaptability