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Ccb Canada Cash Product Sales Support
4 months ago
The Cash Product Support Salesperson is a driven professional role, who will support salespeople in cash management opportunities, with a focus on new client acquisition across all industry verticals.
Given that our business continues to grow exponentially, this role is integral to both helping in executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion.
This person will be seen as a resource for the sales team across all segments within the Canadian Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities.
They will be expected to help push through implementation projects and be the conduit between Service, Implementation and any operational function that touches the client.
Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.Work and performance of all teams in the area are directly affected by the performance of the individual
Responsibilities:
- Interface with a set of internal stakeholders, to develop an understanding of their operating procedures, organization structures and needs in identifying and supporting the delivery of Citi Products.
- Interface with a portfolio of Clients to develop an understanding of their operating procedures, organization structures and needs in identifying and supporting the delivery Citi Products
- Work closely in partnership with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities
- Responsible for driving deals through Implementation ensuring ramp up of revenue from deals implemented and monitoring revenues to ensure retention of existing revenue, manage and report attrition across client portfolio
- Be the client advocate in managing the Citi network, +100 countries to ensure client satisfaction:
- Identify and coordinate new cross-sell opportunities within own portfolio
- Drive revenue realization on deals implemented in partnership with the Sales Team and Implementations
- Track all deals pending Implementation with Client Delivery and Operations partners
- Work in partnership with Treasury Sales Officer in the preparation and delivery, where applicable of Relationship Reviews
- Review, screen and coordinate timely responses to all clients related enquiries either personally or through redirecting to Service, ops or appropriate Product Specialists
- Build effective network working closely with overseas Citibank branches to be client advocate
- Coordinate and oversee the updating of customer account and/or product structures
- Ensure requirements met for new business opportunities and work in partnership with Operations and Implementations to ensure deals implemented and support provided to the client where necessary to drive revenue realization
- Assist with client communication of product migrations, regulatory changes and market updates for portfolio
- Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos
- Responsible for monthly revenue analysis ensuring MIS systems accurately reflects account profitability
- Prepare summaries and forecasts communicating findings.
- Provide support where necessary for the coordination of RFP
- Work with Global partners to ensure references are provided (e.g. credit references).
- Drive the Service Quality Process at the client level
- Provide client feedback on product, process and service needs.
- Take ownership, lead and track specific customer issues/problems including pricing and billing issues and work with the customer and internal departments until issues are resolved.
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions
Qualifications
- 5 years of relevant experience
- Proven track record of successful client focused activity, Back Office Cash Management Experience
- Strong problem solving and excellent interpersonal skills
- Committed, Trusted team player
- High energy with strong initiative
- Time Management and Organizational Skills
Job Family Group:
Commercial and Business Sales
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Job Family:
Commercial Product Sales
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Time Type:
Full time
- 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.
