Business Development Representative

CSI is a forward-thinking software provider that helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. The Business Development Representative will initiate business development activities in support of the Digital Engagement Solutions sales teams, focusing on outreach and scheduling meetings.

Responsibilities:

• Mapping contacts from target accounts using tools like LinkedIn Sales Navigator, 6sense, and Microsoft Dynamics
• Targeting key roles within our prospects and initiating contact via phone, email, and LinkedIn outreach to assigned contacts, with the goal of scheduling introductory meetings for Digital Engagement Solutions sales teams
• Following up on content downloads, effectively position DES solutions with goal of scheduling effective introduction to territory managers
• Logging all interactions in our CRM, Dynamics, and providing feedback to manager and sales team
• Schedule in person meetings for territory managers in support of trade shows, industry events, and conferences
• The candidate must be attentive to detail, resilient and persistent (90% or more of the candidate’s outbound actions will not result in success)
• Solution demonstrations will be Zoom/Teams or in person. It is expected that this person may travel in support of Sales Executives; travel is expected to be less than 20%
• The candidate must become an expert in CSI Digital Engagement Solutions, our competitors, trends in our space, deposit account opening and payments
• The candidate must be outgoing, confident and have strong presentation and communication skills and work well under pressure

Requirements:

• Strong communication skills
• Attention to detail
• Resilient and persistent
• Outgoing and confident
• Strong presentation skills
• Ability to work well under pressure
• Expertise in CSI Digital Engagement Solutions
• Knowledge of competitors and trends in the space
• Understanding of deposit account opening and payments
• Ability to log interactions in CRM, Dynamics
• Experience with tools like LinkedIn Sales Navigator, 6sense, and Microsoft Dynamics
• Ability to initiate contact via phone, email, and LinkedIn outreach
• Ability to schedule meetings for territory managers
• Willingness to travel (less than 20%)