Citigroup, Inc

Sales Support Specialist

Citigroup, Inc • $79K — $118K *
Tampa, FL 33647In-Person
Finance & Insurance
5 - 7 years of experience
2 days ago
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Job Overview by Ladders

Qualifications

  • 5-8 years of experience in sales support or marketing
  • Strong understanding of the Investor Services and traditional asset management sectors
  • Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
  • Demonstrated communication and project management abilities
  • Bachelor's degree or equivalent experience

Responsibilities

  • Provide global sales support for PFSS products, focusing on RFPs, RFIs, and pitchbooks
  • Collaborate with sales and client executives on timely proposal responses
  • Ensure accuracy and currency of standard responses in content libraries
  • Align information in proposals with business objectives and client needs
  • Maintain governance by partnering with Legal, Compliance, and other control functions
  • Assess risk and rewards in business transactions to protect firm reputation
  • Facilitate onboarding efforts through organization-wide collaboration
  • Optimize client processes through root cause analyses and automation

Benefits

  • Medical, dental, and vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off for vacations, sick leave, and holidays
Full Job Description
The Sales Support Specialist is a seasoned professional role applying in-depth disciplinary knowledge to develop new techniques and improve processes/work-flow for the area/function. It integrates subject matter and industry expertise within a defined area, with in-depth understanding of how areas collectively integrate and contribute to functional and overall business objectives. This role evaluates moderately complex and variable issues with substantial potential impact, requiring good analytical skills to filter, prioritize, and validate complex/dynamic material from multiple sources. It involves professional judgment in interpreting data, results, and systematically communicating information. This role regularly assumes informal/formal leadership within teams, coaching/training new recruits, and significantly impacts project size/geography by influencing decisions and facilitating services to others. Additionally, this Sales Support role provides on-desk support to the sales force, focusing on improved client experience and sales efficiency. It requires technical product knowledge, an understanding of end-to-end infrastructure, and exposure to clients, internal stakeholders, control groups, and senior leadership.

Responsibilities:
  • Sales Support Specialist provides sales support coverage across all PFSS products globally, specifically around the creation and maintenance of RFP, RFI and DDQ responses and pitchbooks
  • This particular role supports the creation and timely delivery of responses to prospective client proposals, coordinating closely with sales and client executive leads
  • Responsible for coordinating with subject matter experts to ensure standard responses held within relevant systems and content library are kept current and accurate
  • Individual ensures information in responses is consistent with business objectives and strategic messaging, as well as aligned with the specific needs of the client or prospect
  • Leading strong governance and controls:
  • Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
  • Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation.
  • Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Markets and Services
  • Appropriately assess 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
  • Support onboarding through cross-functional coordination, proactively driving interactions with partners firm-wide
  • Pre-trade support to ensure clients are "Ready to Trade" (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)
  • Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)
  • Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)
  • Optimize processes through root cause analysis (e.g., client onboarding and trade execution)
  • Re-engineering / automation of high impact processes to improve sales / client experience
  • Experience with CRM, OneKYC, and other internal Citi compliance and sales management systems/policies


Qualifications:
  • 5-8 years of experience
  • Sales support and/or marketing experience
  • Excellent knowledge of the Investor Services and/or traditional asset manager business
  • Excellent computer skills with MS Word, Outlook, Excel and PowerPoint
  • Proven communications and project management skills


Education:
  • Bachelors/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.

Job Family Group:
Institutional Sales

Job Family:
Institutional Sales Support

Time Type:
Full time

Primary Location:
Tampa Florida United States

Primary Location Full Time Salary Range:
$79,120.00 - $118,680.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jun 17, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

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Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

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At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

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Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

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Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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