solutions Consultant

JOB SUMMARY

Solutions Consultants collaborate with the Sales team through the sales life cycle, leveraging industry expertise and product knowledge by participating in RFP completion, product demos, diagnostic interviews, and CSI product consultation.

KEY RESPONSIBILITIES

• Conducts product presentations/demonstrations of CSI products and solutions to prospective customers
• Maintains and updates presentations/demonstrations to best represent products/services
• Researches, reviews, and answers RFP questions and ensures the abilities of CSI products are fully and thoughtfully explained.
• Continuous learning of CSI products/services.
• Performs proper record keeping in CRM to show support activities and work associated with a particular customer.
• Performs diagnostic reviews with prospective customers to best understand how to propose solutions to best solve their problems.
• Collaborates in a team environment with other solutions consultants.
• Preforms other duties as assigned.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• The prospective client has a clear understanding of CSI products and solutions and how the products can benefit their institutions.
• An up to date, working demo environment.
• Healthy and collaborative relationships with team members and others across CSI.
• Continuous learning of CSI products/services
• Proper record keeping in CRM, to show support activities and work associated with a particular customer.
• Assist the sales team to exceed their annual sales targets.

JOB REQUIREMENTS

Education & Certifications:

Education or job knowledge equivalent to college or university undergraduate education.

Experience:

The minimum amount of relevant work experience required to successfully perform the job is at least five (5) years.

Required Skills:

• Communication skills
• Presentation Skills
• Reasoning skills
• Computer skills
• Leadership skills
• Administrative skills
• Analytical skills
• Excellent presentation and communication skills
• Experience demonstrating software products/services in a sales environment - live and via WebEx or other remote presentation tool
• Requires solid decision‐making and problem‐solving skills
• Analytical skills are required to listen in a diagnostic role to document and determine customer business needs and requirements
• Ability to work well under pressure
• Ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, prospects, clients, etc.

RELATIONSHIP BUILDING

This position requires regular contact both inside and outside the company at all organizational levels, and involves considerable tact, discretion, persuasion, and negotiation in order to obtain willing action and consent.

DECISION MAKING

This position requires frequent decision making and the ability to plan and perform unusual or difficult work with general operation methods/procedures.

SUPERVISION RECEIVED

Full Direction. Participates in determining objectives and approach to assignments. Plans, schedules, and arranges own activity. Work is reviewed upon completion for adequacy in meeting objectives.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel: Extensive travel required (50% ).

Physical Demands:

The employee is regularly required to stand, walk, sit, talk and hear, use hands to finger, handle or feel, reach with hands or arms, lift or move up to 10 pounds, and travel by ground or vehicle. This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen throughout the day.

Not For Colorado, Washington, or California Applicants:

This position is not open for Colorado, Washington, or California Applicants.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!

For more information about CSI, visit www.csiweb.com.

CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

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