Strategic Account Management Expert Lead

6 days ago

Tampa, Florida, United States Citigroup Inc Full time
About the Role

The Strategic Account Management Expert Lead is a pivotal position within our organization, driving revenue growth and client satisfaction through strategic planning, effective communication, and collaboration with cross-functional teams. As a seasoned professional, you will leverage your expertise to develop and execute customized account management strategies that foster long-term relationships with our clients.

Key Responsibilities
  • Develop and maintain in-depth knowledge of clients' operating procedures, organization structures, and needs to identify opportunities for Citi Products.
  • Closely partner with Sales and Coverage teams to drive revenue expansion and realization through cross-selling opportunities.
  • Lead deal implementation to ensure ramp-up of revenue from implemented deals and monitor revenues to retain existing revenue, manage attrition across client portfolios.
  • Serve as a client advocate in managing the Citi network, ensuring client satisfaction and addressing their concerns effectively.
  • Identify and coordinate new cross-sell opportunities within assigned portfolios.
  • Drive revenue realization on implemented deals in partnership with Sales Teams and Implementations.
  • Stay up-to-date with industry knowledge and trends to provide valuable insights to clients.
  • Penetrate client organizations, cultivating key contacts while working closely with Sales Specialists, Operations, and Client Delivery to deliver superior client satisfaction.
  • Track all pending deals with Client Delivery and Operations partners.
  • Manage a team, providing guidance, support, and development opportunities to ensure their success.
  • Collaborate with Global/Regional Solution Sales Specialists in preparing and delivering customized solutions.
  • Review, screen, and coordinate timely responses to client inquiries either personally or through redirecting to CEM, Service, Ops, or Product Specialists.
  • Build and maintain an extensive network, working closely with overseas Citibank branches to serve as a client advocate.
  • Coordinate and oversee (in partnership with Operations) the updating of customer accounts and/or product structures.
  • Ensure CITIKYC/AML requirements are met for new business opportunities and collaborate with Operations and Implementations to drive revenue realization.
  • Support client communication regarding product migrations, regulatory changes, and market updates for assigned portfolios.
  • Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos.
  • Responsible for monthly revenue analysis, ensuring MIS systems accurately reflect account profitability.
  • Provide support for coordinating RFPs.
  • Manage documentation deficiency and deferral processes for assigned portfolios, working with Risk and Compliance to ensure adherence to Citi policies.
  • Ensure AML inquiries are handled promptly and thoughtfully, adhering to Citi policies.
  • Work with Global partners to secure references.
  • Drive the Service Quality Process at the client level.
  • Provide client feedback on product, process, and service needs.
  • Take ownership, lead, and track specific customer issues/problems, including pricing and billing issues, working with customers and internal departments until resolution.
Requirements
  • 10+ years of experience in Back Office Cash Management or Trade Operations.
  • Proven track record of successful client-focused activity.
  • Advanced problem-solving skills and excellent interpersonal skills.
  • Trusted team player with high energy and initiative.
  • Strong time management and organizational skills.
  • Bachelor's/University degree; Master's degree preferred.
Compensation and Benefits

This role offers a competitive salary range of $119,680.00 - $179,520.00, commensurate with experience. Additionally, we offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.

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