Global Head of Sales Enablement & Product Onboarding

Citi • New York, NY

3d

About The Position

Citi is one of the world’s leading global banks serving 90% of the Fortune 500 companies. Our global network spans 90+ markets serving clients in more than 160 countries and jurisdictions. We provide a broad range of financial services and products to our clients to help them meet their biggest opportunities and face the world’s toughest challenges.
This specific role sits within our Platform and Data Services (PDS) team which is part of our Treasury & Trade Solutions (TTS) function within our Services business.
The role is part of Digital Onboarding Product team responsible for implementing our global digital onboarding strategy across TTS business lines in 90+ countries. The strategy includes the transformation of the operating and engagement model through delivery of self-service and digitized capabilities. We work in a cross functional model to facilitate a consistent experience across all markets. The role is primarily responsible for driving the digitization of TTS products that accompany basic accounts that client open at Citi, such as Payments, Liquidity, Trade. The role aims to digitize the setup of those solutions, so that end to end onboarding process is simpler and faster for our clients. While the role is focused on improvement of client experience, it may also be include executing the regulatory compliance, and it will cover risks and controls linked with the onboarding process.
The digitization efforts currently underway aim to provide a simplified, more controlled and digitized onboarding experience beyond bank account management to product setup experience to drive increased client satisfaction via reduced cycle times for client requests.

Requirements

• 10-15+ years Product Management or Customer Onboarding or Project Management experience preferably in a bank environment with the focus on customer experience
• 5+ years of leadership experience managing cross-functional teams and complex global initiatives
• Demonstrated expertise in digital onboarding, sales enablement frameworks, and client journey redesign
• Excellent communication skills – ability to alter communications approach depending on your audience - level of seniority, technical acumen, internal vs. external, etc.
• Comfortable to chair senior dialogue in high-pressured environment and manage risk escalation appropriately within the organization
• Ability to work and drive cross functional groups of stakeholders, countries, global and regional teams
• Design thinking- Successfully translate client journeys into business requirements and technical discussions
• Ability to think through user problems, find solutions that eliminates manual touch points for our clients
• Thought leadership – the ability to form convincing, data-driven opinions on your areas of expertise and articulate those ideas through white-papers, presentations and client interactions

Nice To Haves

• experience in Design Thinking and/or AGILE techniques to define Epics/Features and User Stories

Responsibilities

• Defining and leading the global strategy for Product Onboarding across the TTS business, including management of the product onboarding technology infrastructure and sales enablement tools
• Driving digitization and standardization of client onboarding, documentation, and product setup processes
• Partnering with multiple products, sales, operations, technology, and regional teams to simplify processes and improve speed-to-revenue
• Implementing consistent controls and governance across product onboarding processes, ensuring regulatory and policy compliance
• Developing and tracking KPIs including cycle time improvements, capability adoption, and client experience metrics
• Leading and coaching a global team, including direct management of 3–5 employees, fostering a culture of performance, diversity, and innovation
• Representing the area in global governance forums, steering prioritization and investment decisions
• Driving global alignment while enabling regional and product-specific customization when required

Benefits

• provide programs and services for your physical and mental well-being
• access to an array of learning and development resources to help broaden and deepen your skills and knowledge
• resources and tools to volunteer in the communicates in which they live and work
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed