Treasury and Trade Solutions Business Growth Specialist

hace 3 semanas

San Pedro Garza García, Nuevo León, México Citigroup Inc. A tiempo completo

The Solution Sales Sr Specialist is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise.

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.

Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

  • Manage a portfolio of top-tier local corporates and global subsidiaries and be responsible for TTS sales origination, cross-sell, and retention across the portfolio.
  • Originate new TTS sales for clients, cross-selling TTS products and services to deepen wallet penetration, revenue realization, and expansion, and driving customer satisfaction through quality service delivery.
  • Primary global or regional point of contact and accountability for TTS sales origination and related activities to clients.
  • Trusted advisor for the TTS solutions provided to clients and responsible for overall client satisfaction.
  • Responsible for growing the TTS P&L of clients and oversee the sales process from origination to revenue realization for assigned clients.
  • Manage and drive the deal team and work closely with Relationship Managers, TTS Product, Client Delivery, and O&T to achieve objectives.
  • Ensure consistent, professional delivery of all client management disciplines including account planning, call reporting, lead generation, pipeline management, implementation acceleration, and TTS relationship reviews.
  • Cultivate client contacts in the key buying centers that allocate and influence the client's TTS-related wallet.
  • Identify client goals and financial needs that can be addressed through the TTS platform.
  • Identify opportunities for new deals across the TTS product set and geographies including multi-product requirements.
  • Develop and maintain market knowledge through participation in conferences and keeping up to date on market trends affecting clients.
  • Manage and drive the global/regional teams for each account.
  • Champion multi-product and/or cross-regional solutions and pricing through the deal review process.
  • Ensure global team communication, including call reports, CRM, and emails.
  • Drive overall client satisfaction with the TTS platform and build customer loyalty.
  • Respond to customer escalation for operational/customer service issues, including complex or cross-geography issues.
  • 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.

Qualifications:

  • 6-10 years of experience.
  • Customer service-oriented person with excellent communication skills.
  • Accounting background with good aptitude.
  • In-depth knowledge of regulations, market practices, and bank operations.
  • Demonstrated interpersonal, oral/written communication skills.
  • Analytical and advanced problem-solving skills.
  • Independently motivated and resourceful.
  • A sense of pragmatism and urgency in execution of strategy.
  • Innate leadership ability to galvanize resources across units.
  • Product, sales, and business management experience.
  • People with relevant Banking/Finance/Client Service or relationship management.
  • Ability to work with a broad group of stakeholders.

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.

The Solution Sales Sr Specialist should show a clear sales strategy if shortlisted to an interview with the Senior Sales Management team, including local and regional members, preferably driving conversation through a small deck that shows his/her strategic view over the business.

Bilingual communication skills play a key role in this position. Candidates should be ready to conduct half of the meeting in English, demonstrating the same level of communication skills as in Spanish.

Sales discipline is essential to cover this open position. We expect applicants to clearly show a consistent control method over sales activities that can help make our Treasury and Trade Solutions business grow.

Cash Management is the core business for this job application, but equally important is the Trade Business, which includes Account Payables Finance, Account Receivables Finance, and Trade Services in the center of our sales strategy.

Experience in this field is a must and will be highly rated during applicants' evaluation.

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