The Sales Support Specialist is a strategic professional who closely follows latest trends in their field, adapting them to their job and business.
Recognized as a subject matter expert with strong commercial awareness, this role is an acknowledged authority within and outside its area of expertise.
It requires excellent communication skills for internal negotiation at a senior level, with some external communication typically needed.
This role provides advanced judgment and conducts in-depth quantitative/qualitative analysis to solve problems and develop innovative solutions, often requiring thinking beyond existing solutions.
This role has a significant impact on a function and/or business by making decisions that determine technical approaches and strategies for the area, and handles staff management issues, including resource management and work allocation within the team/project.
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 provides sales support coverage across all PFSS products globally, specifically around the creation and maintenance of RFP, RFI and DDQ responses and pitchbooks
This particular role directs the creation and timely delivery of responses to prospective client proposals, coordinating closely with sales and client executive leads
Individual should coordinate all necessary aspects of RFP/RFI/DDQ responses, ensuring questions are addressed accurately and the response is submitted in a timely manner
Responsible for coordinating with subject matter experts to ensure standard responses held within relevant systems and content library are kept current and accurate
Individual ensures information in responses is consistent with business goals and strategic messaging, as well as aligned with the specific needs of the client or prospect
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
Qualifications
10+ years of experience
Sales support and/or marketing experience
Advanced knowledge of the Investor Services and/or traditional asset manager business
Proficient in Microsoft Office with an emphasis on MS Excel
Proven communications and project management skills
Education
Bachelor's/University degree, Master's degree preferred
This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.
Responsabilidades
Diseñar, implementar y administrar los modelos de rentabilidad por cliente, asegurando una medición integral del desempeño del negocio.
Desarrollar y dar seguimiento a modelos de rentabilidad y productividad para los equipos comerciales y ejecutivos de banca corporativa.
Analizar iniciativas comerciales,



identificando oportunidades para incrementar ingresos, optimizar costos y generar eficiencias operativas.
Consolidar, interpretar y presentar información financiera, comercial y de gestión para apoyar la toma de decisiones estratégicas de la Dirección Corporativa de CIB.
Generar análisis de desempeño, tendencias, proyecciones y escenarios de negocio para contribuir al crecimiento rentable del portafolio.
Liderar proyectos de mejora continua y transformación de procesos, promoviendo una cultura basada en datos y eficiencia.
Colaborar con áreas de Finanzas, Riesgo, Producto, Comercial y Tecnología para asegurar una visión integral del negocio.
Perfil
Licenciatura en Finanzas, Actuaría, Administración, Contaduría, Economía o afín.
Experiencia mínima de 6 a 7 años en instituciones financieras, preferentemente en áreas de Planeación Financiera, Finanzas, Estrategia, Inteligencia de Negocio o Rentabilidad.
Experiencia comprobable en posiciones de liderazgo a nivel Subdirector o equivalente.
Conocimientos sólidos en análisis financiero, rentabilidad, planeación estratégica y modelos de negocio bancarios.
Manejo avanzado de Excel y herramientas de análisis de datos.
Experiencia en manejo de bases de datos y Salesforce.
Deseable experiencia en visualización de datos y herramientas de Business Intelligence.
Competencias
Pensamiento estratégico y orientación al negocio.
Capacidad analítica y toma de decisiones basada en datos.
Liderazgo e influencia con equipos multidisciplinarios.
Comunicación ejecutiva y habilidades de presentación.
Orientación a resultados y mejora continua.
Capacidad para gestionar múltiples iniciativas en entornos de alta exigencia.
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
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
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📌 Director De Planeacion Financiera - Banca Corporativa (Cib) (Xico)
🏢 Citigroup
📍 Xico