Cash Management Sales Officer

Citi; Boston (MA); On-site; USD 123,000 - 185,000; Full time

Job summary

Citi in Boston is seeking a Cash Product Salesperson to lead treasury opportunities, drive new healthcare client acquisition, and serve as a subject matter expert for Treasury Solutions across North America.

The role requires collaboration with Sales and Coverage partners, strong presentation skills, and a data-driven approach to revenue expansion and client solutions.

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.

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 solutions.
• A 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.

Skills

Analytical skills

Communication

Problem solving

Interpersonal skills

Education

Bachelor's degree

Master's degree

Tools

PowerPoint

Excel

Job description

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 solutions
• A 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.

Primary Location

Boston Massachusetts United States

Time Type

Full time

Job Family Group

Commercial and Business Sales

Job Family

Commercial Product Sales

Primary Location Full Time Salary Range

$123,360.00 - $185,040.00

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

Oct 06, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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