The Sales Support Intermediate Analyst is an intermediate level position responsible for providing a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Consumer Sales team. The overall objective of this role is to provide support/ancillary services to sales people and across all client segments.
**Responsibilities**:
- Provide sales support by designing and implementing process improvements
- Support new products, promotions, and projects defined by the business
- Review and provide training material to sales and operations
- Support sales activities for high profile clients
- Provide administrative assistance for sales management teams
- Ensure sales team are compliant with regulations
Qualifications:
- 2-5 years of relevant experience
- Required Licensing: Series 7 and Series 63
- Working knowledge of related industry practices and standards
- Consistently demonstrates clear and concise written and verbal communication
**Education**:
- Bachelor’s degree/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.
**Responsabilidades**
- Análisis y reportería de control documental de mini expedientes (solicitudes de crédito)
- Pronóstico y avance de meta a nível nacional por división
- Gestión de excepciones
- Manejo de scorecard
**Requerimientos**
- Excel intermedio-avanzado (cruces, tablas dinámicas)
- Habilidad en realizar presentaciones basadas en hallazgos de información
- Experiência en análisis de información, manejo de base de datos
- Conocimiento en el proceso del producto hipotecario (deseable)
- Conocimiento de manejo de scorecard (deseable)Job Family Group:
Consumer Sales
- **Job Family**:
Consumer 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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📌 Analista Sr Dirección Comercial - Banca Hipotecaria (Ciudad de México)
🏢 Citigroup
📍 Ciudad de México