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.

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Job Family Group:

Institutional Sales

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Job Family:

Institutional Sales Support

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Jun 17, 2026

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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.

 

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