The Sales Support Specialist is a seasoned professional role applying in-depth disciplinary knowledge to develop new techniques and improve processes/work-flow for the area/function. It integrates subject matter and industry expertise within a defined area, with in-depth understanding of how areas collectively integrate and contribute to functional and overall business objectives. This role evaluates moderately complex and variable issues with substantial potential impact, requiring good analytical skills to filter, prioritize, and validate complex/dynamic material from multiple sources. It involves professional judgment in interpreting data, results, and systematically communicating information. This role regularly assumes informal/formal leadership within teams, coaching/training new recruits, and significantly impacts project size/geography by influencing decisions and facilitating services to others. Additionally, this Sales Support role provides on-desk support to the sales force, focusing on improved client experience and sales efficiency. It requires technical product knowledge, an understanding of end-to-end infrastructure, and exposure to clients, internal stakeholders, control groups, and senior leadership.
Responsibilities:
- Sales Support Specialist will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
- Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
- Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
- Assist sales by tracking and helping execute on follow up items from internal and client meetings
- Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
- Work with sales team members to keep CRM and other internal systems active and accurate
- Leading strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Markets and Services
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
- Support onboarding through cross-functional coordination, proactively driving interactions with partners firm-wide
- Pre-trade support to ensure clients are “Ready to Trade” (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)
- Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)
- Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)
- Optimize processes through root cause analysis (e.g., client onboarding and trade execution)
- Re-engineering / automation of high impact processes to improve sales / client experience
- Experience with CRM, OneKYC, and other internal Citi compliance and sales management systems/policies
Qualifications:
- 5-8 years of experience
- Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and Experience in Client Relationship Management (CRM) system
- Excellent interpersonal skills related to client interaction, and internal team interactions
- Proficient with Excel, Word, PowerPoint and general computer skills
- Experience with CRM, OneKYC, and other internal Citi compliance and sales management systems/policies
- Requires being detail oriented with excellent organizational skills
- Excellent problem solving skills
- Excellent work ethic Advanced written and verbal communication skills
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group
Institutional Sales
Job Family
Institutional Sales Support
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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