Banamex Analista De Estrategia Comercial Cash

Workforcity

Client and sales lifecycle support
Client presentations and marketing materials
Tracking and executing follow up items
Sales Support Associates will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle

Job Summary

  • Sales Support Associates will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle.
  • Assist sales by tracking and helping execute on follow up items from internal and client meetings.
  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics.

Matching Summary

Sales Support Associates will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle.

Skills & Requirements

Must-have

  • client and sales lifecycle support
  • client presentations and marketing materials
  • tracking and executing follow up items
  • client strategy and sales initiatives
  • maintaining internal systems accuracy
  • governance and controls infrastructure
  • risk assessment and ethical judgment

Nice-to-have

  • diplomacy and communication skills
  • responsible finance culture
  • expense discipline and ethics
  • safeguarding firm reputation

Key Requirements

  • 2-5 years relevant experience
  • Knowledge of client onboarding procedures
  • Proficient with Excel, Word, PowerPoint
  • Series 7 and 63 required
  • Bachelors/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter