Cash Management Sales Officer

Job d:

Location:

Boston, Massachusetts, United States Salary: $ - $Category:
Commercial and Business Sales, Banking & International Company:
Citi The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across the Healthcare industry.  Given that our business continues to grow exponentially, this role is integral to both 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 subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across Healthcare within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners.

This role will be expected to maintain a broad understanding of market trends, emerging business models, and evolving industry trends in Treasury, including early-stage and high-growth companies. The individual should be able to connect insights across areas of responsibility, collaborate effectively across teams, and contribute to the achievement of functional and business objectives.

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 prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi solutionsA key player in partnerships with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross-sell opportunities

Identify and coordinate new cross-sell opportunities with Coverage Partners Build effective network working closely with overseas Citibank branches

Responsible for monthly win/loss analysis ensuring MIS systems

Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics

Be responsible for an individual win goal Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation

Established or understanding of innovations and disruptive technologies in the corporate treasury space

Deep understanding of Treasury trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact

Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products

Proven abilities to focus resources and leverage data and analysis to drive towards business objectives

Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions

Strong self-motivation and ability to gather consensus on priorities and drive initiatives

Proficient in PowerPoint, Excel and analytical skills a must

Keen abilities in delivering presentations and other forms of verbal and written communication including ways to leverage virtual communities, social media, surveys, etc.

Qualifications:

6-10 years of relevant Treasury Services experience

Proven track record of successful client-focused activity and ability to design best in class Treasury proposals

Strong problem solving and excellent interpersonal skills

Committed, trusted team player

High energy with strong initiative

Efficient time management and organizational skills

Education:

Bachelors degree, potentially Masters degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
• Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
• Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

------------------------------------------------------Job Family Group:
Commercial and Business…