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Citi Commercial Banking Salesforce Admin / Associate (AVP)

Job Req ID 21328275 Primary Location London, United Kingdom Job Category Business Strategy, Management & Administration
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Citi® Commercial Bank (CCB) is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions.

CCB has operations in 28 countries with local expertise contributed by in-country commercial bankers. CCB embodies our unique purpose as a global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long term growth and pave the way for them to reach across borders and achieve their global vision. The CCB targets clients with revenues between $10M – $3B and supports them with a wide range of financial solutions such as Term and Working Capital Financing, Cash Management, Foreign Exchange, Interest Rate Derivatives and Trade Services. In addition, CCB provides specialty lending solutions including Loan Syndications Asset-Based Lending, Supply Chain Finance and Cross Border Lending.

Job Description

In partnership with Leadership, the CCB Sales Productivity & Digital Enablement team builds collaboration and standardization across the organization, unlocking the potential of our business and talent. The team embeds “real productivity” capabilities across our various value chains to achieve sustainable bottom-line impact.

  • Assessing innovation opportunities;
  • Identifying new sources of growth, including new value propositions and working to develop the CCB Client Solutions Wizard – a next-gen product recommendation engine;
  • Optimizing business and operating models;
  • Creating industrial-strength franchise processes;
  • Simplifying organizational structures.

We are seeking a dynamic and motivated Assistant Vice President level candidate to help manage our global Salesforce CRM platform, work with users to understand how to best address their needs, and help build and maintain a best-in-class productivity tool for our sales and service teams. This role is located in London and reports directly to the CCB Global CRM Lead.

The Salesforce Admin / Associate will play an integral role in supporting a variety of groups within CCB who rely heavily on the Salesforce CRM platform. Alongside the rest of the team, this person will be responsible for the maintenance and day to day operations of the platform.

Responsibilities include:

  • Basic administrative functions including user accounts, report and dashboard development and maintenance, security configurations, permissions, workflows and approval processes.
  • Providing training to Salesforce users as required, to help expand knowledge and skills across the organization.
  • Working with the Technology team and other partners to manage data integrations with 3rd party tools.
  • Performing regular internal system audits and preparing for upgrades.
  • Monitoring and ensuring data quality and integrity. Performing data uploads and data maintenance.

Requirements

  • Experience as a Salesforce Administrator
  • Salesforce Certified Administrator or better
  • Excellent organizations skills; ability to accomplish multiple tasks with efficiency through prioritization of duties.
  • MS Excel and PowerPoint: Successful track record of using Excel and PowerPoint to consolidate information into concise and actionable reporting, presentations, and stories
  • Ability to work in a flexibly high tempo and dynamic environment alongside global stakeholders and partners.
  • Excellent verbal and written communications skills.
  • Proven analytical, critical thinking, and conceptual skills. Financial acumen is a plus.
  • Excellent interpersonal skills.
  • Experience with Salesforce Einstein Analytics, Marketing Cloud, or any other Salesforce products a plus
  • Demonstrated ability to synthesize information and drive results with a high sense of urgency
  • Must be comfortable with uncertainty and working in a large, complex organization
  • Must be able to work independently with minimal direction / supervision

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Administration

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Time Type:

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

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