Hybrid
Remote
Financial
himalayas
About this role
Job DescriptionThis Customer Sales Manager (CSM) position perfectly embodies that ambition, as a vital member of the Customer Business Team (CBT). The CSM is a key player to help drive profitable growth through improved planning, forecasting, gross margin & market share delivery across our national footprint.
The CSM will also develop business strategies to drive growth while ensuring coordinated cross-functional value is delivered internally across the customer team. They will lead implementation of new and existing CBT routine and rituals.Essential Functions &
Responsibilities Lead collaborations with Business Unit counterparts to ensure our team is driving strategy Effectively partner with the Field sales, Finance and RGMX to measurably improve our planning and forecasting performance.
Owning the delivery of Innovation launch with the customer and working with Cross-functional team to deliver upon our commitments Lead monthly forecasting routine to delivery consistent results Lead implementation of forecast bias routine with monthly share outs with CBT leadership team Achieve trade plan objectives on both working and non-working trade spends to maximize ROI Driver strategic national priorities to win during key seasonal time frames
Expected Experience & RequiredSkills Instructions:
Strong financial acumen, intellectual curiosity and clear examples of advanced analytical skills Has ability & experience using syndicated and other data to build category and brand insights, recommendations and business plans to influences customer decisions to achieve category objectives.
Strong attention to details under tight deadlines; able to work autonomously within a CBT framework to plan, organize and set/achieve priorities Clear examples of exhibiting polished interpersonal skills (written, verbal, and presentation) with potential to negotiate and influence effectively Demonstrated proficiency in Microsoft Office, advanced Excel skills, knowledge of and abilit
Commission Structure
Base Salary
Not disclosed — ask in interview
Commission
Structure not specified
OTE
$130k (range: $104k–$130k)
Ramp Period
Not mentioned — clarify timeline
Selling Motion
Prospecting
Channel / Partner
Sell through partners, resellers, or alliances
Buyer Persona
C-Suite
Selling to executive decision-makers
Requirements at a Glance
Typical Day — Sales Manager
Estimates based on role type and selling motion — actual may vary by company.
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
How do you coach underperforming reps?
Template questionDescribe your forecasting methodology.
Template questionHow do you structure onboarding for new hires?
Template questionThis leadership position involves both strategic planning and hands-on coaching of the sales team.
Financial services sales requires strong compliance awareness and regulatory knowledge.
This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.
The compensation range of $104k–$130k OTE suggests a competitive package for this market segment.
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