Analista Divisional Pyme, Citi

Analista Divisional Pyme

Citi

Ubicación:
Mexico, Zapopan

Categoría:
Finanzas

Tipo de contrato:
No proporcionado

Salario:

No proporcionado

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La oferta de trabajo ha expirado

Descripción del trabajo:

The Sales Support Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsabilidades:

Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
Assist sales by tracking and helping execute on follow up items from internal and client meetings
Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
Work with sales team members to keep CRM and other internal systems active and accurate

Requisitos:

0-2 years relevant experience
Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.)
Use of Client Relationship Management (CRM) system
Demonstrated interpersonal skills related to client interaction, and internal team interactions
Proficient with Microsoft Excel, Word, PowerPoint
Series 7 and 63 required

Deseable:

Dominio de Excel y Power Point

Información adicional:

Oferta publicada:
17 de mayo de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo híbrido

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