Note: The job is a remote job and is open to candidates in USA. CSI Companies is hiring a Professional Services Sales Executive for a contract opportunity with a leading enterprise software organization. The role partners with customers and internal stakeholders to identify service needs, develop solution proposals and Statements of Work, negotiate business terms, and drive successful professional services engagements.
Responsibilities
- Manage inbound professional services requests from customers and internal customer success teams
- Facilitate investment requests and coordinate approval workflows
- Present professional services offerings and packaged solutions to prospective and existing customers
- Conduct discovery sessions to identify customer needs and recommend appropriate service solutions
- Develop cost guidance and service estimates using internal estimating tools
- Review project scope, timelines, pricing, and service descriptions with leadership teams to obtain approvals
- Create and present Statements of Work (SOWs) and negotiate business terms with customers
- Present professional services agreements and support negotiation of contractual terms
- Participate in customer-facing meetings to assess challenges, recommend solutions, and support service engagement opportunities
- Partner closely with account executives, customer success teams, and professional services leadership to drive customer satisfaction and business growth
Skills
- • Schedule: Monday - Friday, standard business hours - 40 hrs/week
- • Location: Remote
- • W2 Only
- • Ability to work in the United States without sponsorship now or in the future
- • 3+ years of experience working within a professional services organization as an HCM or Financials Consultant
- • 3+ years of experience supporting or working with financial management software applications
- • Experience gathering customer requirements and conducting discovery discussions
- • Strong presentation and communication skills with the ability to engage executive-level stakeholders
- • Excellent time management, organizational, and multitasking abilities
- • Strong attention to detail and problem-solving skills
- • Proficiency with Microsoft Outlook, Excel, Word, and PowerPoint
- • Ability to thrive in a fast-paced, high-growth environment
- • Self-motivated with the ability to work independently and collaboratively
- • Strong team-oriented mindset
- • Experience with Salesforce.com
- • Experience with quoting, estimating, or professional services management platforms
- • Prior experience supporting enterprise software implementation or consulting engagements
Benefits
- Weekly pay
- Medical, dental, and vision insurance
- Voluntary life and disability coverage
- 401(k) participation eligibility
- Paid training opportunities
Company Overview