Banamex Analista De Estrategia Comercial Cash

Work From Home With CiCi

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Client onboarding procedures knowledge
Proficient with crm systems
Strong analytical and data analysis skills
** The job posting is for a Sales Support Specialist position at Citi, focused on assisting the sales team with client interactions, documentation, and strategy execution. The role requires strong analytical skills, attention to detail, and experience in client onboarding and CRM systems. **

Job Summary

  • Sales Support Associates work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
  • The role involves coordinating internally, preparing client meeting materials, maintaining CRM systems, and supporting governance and controls.
  • Candidates are expected to build a culture of responsible finance, good governance, and ethical business practices while assessing risk and safeguarding the firm's reputation.

Matching Summary

Match Score: 75

** The job posting is for a Sales Support Specialist position at Citi, focused on assisting the sales team with client interactions, documentation, and strategy execution. The role requires strong analytical skills, attention to detail, and experience in client onboarding and CRM systems. **

Skills & Requirements

Must-have

  • client onboarding procedures knowledge
  • proficient with CRM systems
  • strong analytical and data analysis skills
  • experience with sales lifecycle support
  • knowledge of governance and control functions
  • excellent interpersonal communication skills

Nice-to-have

  • diplomacy skills for sensitive information exchange
  • ability to work closely with legal and compliance teams
  • experience in expense discipline and ethics culture
  • advanced intermediate English proficiency

Key Requirements

  • 2-5 years relevant experience
  • Series 7 and 63 required
  • Bachelors/University degree or equivalent experience

Work Rights

Not specified

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