Head of Sales Operations

hace 1 mes

Ciudad de México, Ciudad de México 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex A tiempo completo
Job Title: Head of Staff Next C12

The Sales Support Manager provides strategic leadership and supervisory responsibility to the sales team. This role requires operational/service leadership and direction to team(s), applying in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. The Sales Support Manager may contribute to the development of new techniques, models, and plans within the area of expertise. Good communication and diplomacy skills are required. The role has responsibility for volume, quality, and timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Key Responsibilities:
  • Monitors and ensures accurate execution for sales and client requests to the team.
  • Participates in initiatives to improve client and account management processes.
  • Maintains MIS to track end-to-end process for tracking turnaround times of deliverables from the team.
  • Assists in Client Onboarding and monitors smooth process for account opening, documentation, and ensures all required documents are well collected, verified, stored, and provides clients with feedback on onboarding status.
  • Provides guidance in the role of subject matter expert in the areas of account opening, tax, and local market documentation to both Citi staff and external clients.
  • Works with Account Control team to ensure regulatory reviews of all clients are performed.
  • Partners with Credit Risk Officers to ensure that all client review materials are in place and completed.
  • Ensures service engagement is a satisfying experience for clients through ensuring sincere, timely, and effective completion of client's service requests.
  • Effectively manages risk and fosters an environment that is knowledgeable about risk, abides by risk guidelines & controls.
  • Collaborates with other regional counterparts to achieve a global, regional, or product consistent framework for the services provided.
  • Leads process improvement through innovation and transformation projects.
  • Appropriately assesses 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, as well as effectively supervising the activity of others and creating accountability with those who fail to maintain these standards.
Qualifications:
  • 5-8 years managerial/sales supervisory experience.
Education:
  • Bachelor's/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.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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