Sales Support Specialist

Overview 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 coverage across all PFSS products globally, specifically around the creation and maintenance of RFP, RFI and DDQ responses and pitchbooks. Creation and timely delivery of responses to prospective client proposals, coordinating closely with sales and client executive leads. Coordination with subject matter experts to ensure standard responses held within relevant systems and content library are kept current and accurate. Ensuring 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 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. 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. Benefits In addition to salary, Citi offers competitive employee benefits, including medical, dental and 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 employee benefits, see citibenefits.com. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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. Closing Date Anticipated Posting Close Date: Jun 17, 2026. #J-18808-Ljbffr Citigroup Inc.