Sales Executive Associate

Hi, I'm Cassie Alexander, your Recruiter and guide to joining CSG! We are excited to learn more about you and your unique background.

We are seeking a Sales Executive Associate to focus on developing and deepening referral relationships—particularly in the healthcare and banking/financial institution verticals—and on building net‑new referral partners that drive sustainable, profitable revenue growth for Forte.   You will focus on developing and deepening referral relationships—particularly in the healthcare and banking/financial institution verticals—and on building net‑new referral partners that drive sustainable, profitable revenue growth for Forte.

We are looking for a Sales Executive Associate who will:

• Engage, qualify, and convert inbound and outbound leads from Forte referral and channel partners into new payment processing clients, managing the full sales cycle, educating prospects on Forte’s products, processing capabilities, pricing models, compliance requirements, and preparing and presenting tailored proposals, pricing, and contracts to drive deal closure.

• Partner closely with referral sources and Customer Success Managers (CSMs) to ensure smooth lead handoff, timely follow‑up, accurate opportunity data, and coordinated activation and ramp‑up of live processing for all closed‑won opportunities.

• Maintain accurate pipeline, opportunity, and forecasting data in Dynamics and other CRM/demand‑generation tools; stay current on competitor offerings, market trends, and regulatory requirements impacting electronic payments; represent Forte at industry‑specific tradeshows; and adhere to all applicable compliance, security, and card‑brand rules.

• Demonstrate aptitude for overcoming objections and clearly communicating Forte’s value propositions to executive‑level decision makers and key influencers while building constructive, collaborative relationships with internal teams and external partners.

Is this opportunity right for you? We are looking for candidates who have:

• Bachelor’s degree in Business, related field or equivalent experience

• 5+ years of B2B sales experience required, with a proven track record of meeting or exceeding sales targets

• 3+ years of payments sales experience in healthcare and banking/financial institutions

• Experience selling technology, SaaS, or payment processing solutions through consultative, solution‑based selling approaches

• Experience selling payment processing or merchant services into healthcare and financial institutions and working within referral or channel‑partner sales models

• Working knowledge of CRM and email marketing automation systems (e.g., Microsoft Dynamics and related demand‑generation tools)

• Ability to travel up to 20%

• Ability to read, write, speak and understand the English language in a business environment

CSGer Perks & Benefits 

• Work from Home

• Employee Belonging Groups

• Healthcare: Dental, Medical, and Vision

• Paid Vacation, Volunteer, and Holiday Time Off

• And so much more!

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Please submit your application at csgi.com/careers. Applications will be accepted for at least 5 days from original posting date.

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Position Pay Range:

This range represents the low and high end of the salary range for this position. Actual salaries will vary based on factors including but not limited to geographical location and experience.

$71,205.41-$113,926.27

This role is eligible for a bonus opportunity.

Location(s):

United States Remote

Accommodation:

If you would like to be considered for employment opportunities with CSG and need special assistance due to a disability or accommodation for a disability throughout any aspect of the application process, please call us at +1 (402) 431-7440 or email us at accommodations@csgi.com. CSG provides accommodations for persons with disabilities in employment, including during th