Banamex Sales Support Analyst

PowerToFly; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial services company in Mexico City is seeking a Sales Support Analyst 2. This role involves day-to-day client servicing, analyzing client data to identify trends, and collaborating with internal teams to improve processes. Candidates should have a bachelor's degree, along with skills in advanced Excel and knowledge of business intelligence tools such as Salesforce and Power BI. Strong communication skills and teamwork are essential. The firm values diversity and inclusion.

Formación

• 0-2 years of relevant experience.
• Knowledge of business intelligence and advanced Excel.
• Intermediate-advanced spoken and written English.

Responsabilidades

• Provide day-to-day client servicing and resolve client issues.
• Validate client data in relevant systems.
• Analyze client data and provide necessary reporting.
• Communicate findings using Business Intelligence tools.

Conocimientos

Advanced Excel

Business Intelligence

Salesforce

Power BI

Intermediate-advanced English

Communication skills

Educación

Bachelor's degree (preferably in Industrial Engineering or Business Administration)

Herramientas

CRM systems

Descripción del empleo

The Sales Support Analyst 2 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.

Responsibilities

• Provide day-to-day client servicing, handle and provide timely resolution to client issues.
• Validates client data and documentation in relevant systems.
• Takes the lead to coordinate and follow-up across internal departments to solve client needs.
• Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
• Analyzes client data and provides reporting as needed.
• 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.

Qualifications

• 0-2 years relevant experience

Education

• Bachelors degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

RESPONSABILIDADES

• Identificar, proponer e implementar soluciones para problemas operativos y de servicio al cliente.
• Recopilar, limpiar y analizar datos de ventas, procesos y clientes usando sistemas internos como CRM's para identificar tendencias, patrones y áreas de oportunidad
• Colaborar en la gestión de proyectos internos participando activamente en documentación y optimización de procesos.
• Comunicar hallazgos utilizando herramientas de Inteligencia de Negocios (OLAP/ Reporting) y servir de enlace con otros equipos para garantizar la calidad, integridad y disponibilidad de la información.

REQUERIMIENTOS

• Preferentemente Ingeniería Industrial o económico-administrativo
• Conocimiento en temas de inteligencia de negocios
• Manejo de Excel avanzado (tablas dinámicas, conocimiento de macros, sharepoints, gráficos dinámicos, limpieza de datos, cruce de información)
• Conocimiento de Salesforce, Power BI
• Inglés intermedio-avanzado (hablado y escrito)
• Actitud de servicio, habilidades para comunicarse eficazmente, trabajo en equipo

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.