Corporate Implementation Specialist

hace 1 semana

Xico, México Citi A tiempo completo
Job Summary

The Corporate Implementation Specialist is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. This role identifies policy gaps and formulates policies, interprets data, and makes recommendations. The ideal candidate will have a good understanding of how the team interacts with others in accomplishing the objectives of the area and will develop working knowledge of industry practices and standards.

Key Responsibilities
  • Preparation of non-standard product documentation based on client requirements
  • Analysis with product/legal/compliance and other business partners all amendments to standard product documentation that is requested by the client
  • Coordinate implementation of regional and global cash management solutions of small size and low complexity
  • Continuously reduce implementation cycle time, minimize deal slippage, and associated revenue conversion lead time
  • Accurately report project status, escalating effectively for "on hold" and slow-moving deals
  • Ensure strict adherence to defined quality standards and practices outlined in "best practices" collateral
  • Consistently achieve "excellent" rating in scheduled quality reviews
  • Co-ordinate Sales, Product Management, Client Services, and Operations partners to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
  • Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed CSR handover process 4/6 weeks before scheduled "go live")
  • Attending when necessary Client meetings in close cooperation with TTS Product Sales and Relationship Managers
  • Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post-implementation reviews and case book write-ups for future implementation usage and marketing purposes
  • Tracking and communicating internally the status of the deals
  • Effective maintenance and communication of MIS and project metrics
  • Provide ongoing senior management updates on key projects as required
  • Participate in staff forums and survey process
  • Complete all mandatory and personal development training as stipulated by controls officer and team lead
Requirements
  • 0-2 years relevant experience
  • Results orientation - evidence of proactively driving projects to conclusion
  • Excellent communication skills
  • Organizational and planning skills
  • Negotiation, decision-making, and problem-solving skills
  • Ability to manage high workload within a pressurized environment
  • Flexibility - ability to manage a varying workload (ie, volume, complexity, and composition)
  • Ability to manage complex integration solutions, working alongside Technical and Technology teams
  • Good work ethic - willingness to take a "hands-on" approach to ensuring all elements of the solution are delivered as specified
  • Attention to detail and experience of working in a controlled environment
  • Corporate treasury and cash management knowledge as a significant advantage
Education

Bachelors/University degree or equivalent experience

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