Account Management Specialist- VP
About The Position
The Client Success organization is seeking an experienced treasury expert to serve as a senior Client Executive managing a portfolio of global clients. The role focuses on protecting and defending client relationships and preventing revenue attrition. The Client Executive should be knowledgeable about TTS product characteristics across global cash management solutions, including Liquidity Management, Digital Channels and Data, and Payments & Receivables, and ensure clients receive a high-quality, value-added experience across Citi. The Client Executive acts as the ultimate advocate for clients and oversees cross-functional partners in Onboarding, Service, and Product Management who handle implementations, inquiry resolution, and product or solution performance. The role includes reviewing daily activity reporting, ensuring partner Service Level Agreements are met, and promptly escalating activities outside SLAs to senior staff. The Client Executive partners with Legal, Risk, Compliance, and AML/KYC teams to support appropriate governance and control infrastructure. The position involves frequent client calls and visits, both in person and by phone or Zoom. The Client Executive provides clients with a global view of Citi team activities and gauges client sentiment to address potential dissatisfaction through the Client@Risk process. Other job-related duties may be assigned as required.
Requirements
- Excellent communication skills.
- Proven track record of successful client-focused activity.
- Advanced problem-solving skills.
- Excellent interpersonal skills.
- Committed and trusted team player.
- High energy and initiative.
- Effective time-management and organizational skills.
- Bachelor’s/University degree.
- Experienced treasury expert with knowledge of TTS global cash management solutions.
Responsibilities
- Align with global and regional partners to ensure the entire Citi team delivers the best possible client experience globally.
- Conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp-up for closed deals.
- Support and manage client escalations.
- Participate in partnership forums and provide constructive feedback to groups.
- Provide guidance and direction to partners across TTS.
- Remove obstacles and gaps that create a negative client experience.
- Assist with developing tools that support the Client Success organization.
- Review daily reporting on client activities and ensure cross-functional partners meet SLAs, escalating activities outside SLAs promptly to senior staff.
- Partner with Legal, Risk, Compliance, and AML/KYC teams to ensure appropriate governance and control infrastructure.
- Conduct frequent client touch-point calls and visits, communicate the global status of Citi team activities, and identify potential dissatisfaction through the Client@Risk process.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards for eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Senior
