Senior Sales Support & Onboarding Leader

Citigroup Inc.; San Pedro Garza García; On-site; MXN 1,200,000 - 1,800,000; Full time

Job summary

Citigroup Inc. in Mexico seeks a Sales Support Senior Manager to lead a professional team and drive end-to-end sales and client onboarding processes. You will guide account openings, ensure regulatory reviews, and collaborate across regions to standardize service delivery.

The role demands 5+ years of managerial/sales supervisory experience within financial services, strong risk awareness, and excellent communication. It is a full-time, on-site position supporting Citi’s Commercial Sales.

Qualifications

• Bachelor's degree or equivalent financial services experience with 5+ years managerial/sales supervisory experience.

Responsibilities

• Monitors and ensures accurate execution for sales and client request to the team.
• Participates in initiatives to improve client and account management process.
• Maintains MIS to track end-to-end process for tracking turnaround times of deliverables from team.
• Assists in Client Onboarding and monitor smooth process for account opening, documentation and ensure all required documents are well collected, verified, stored and provide clients with feedback on onboarding status.
• Provides guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staffs and external clients.
• Works with Account Control team to ensure regulatory reviews of all clients are performed.
• Partners with Credit Risk Officers to ensure that all client review materials are in place and completed.
• Ensures service engagement is a satisfying experience for clients through ensuring sincere, timely and effective completion of client’s service requests.
• Effectively manages risk and foster an environment that is knowledgeable about risk, abides by risk guidelines & controls.
• Collaborates with your other regional counterparts to achieve a global, regional or product consistent framework for the services provided.
• Leads process Improvement through innovation and transformation projects.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Skills

Leadership

Sales supervision

Risk management

Communication

Education

Bachelor's degree or equivalent financial services experience

Job description

Citigroup Inc. in Mexico seeks a Sales Support Senior Manager to lead a professional team and drive end-to-end sales and client onboarding processes. You will guide account openings, ensure regulatory reviews, and collaborate across regions to standardize service delivery.

The role demands 5+ years of managerial/sales supervisory experience within financial services, strong risk awareness, and excellent communication. It is a full-time, on-site position supporting Citi’s Commercial Sales.