CareerPlan

Cash Management Sales Officer

BOSTON, Massachusetts, United States of AmericaFull-time$123k–$185k2026-09-29 → 2026-11-11
On-site

Core

Lead treasury opportunities and drive new client acquisition in the Healthcare industry for a full suite of Treasury Solutions (Cash, Cards, Trade) within the North American Commercial Bank.

Role type

Senior IC Cash Management Sales Officer

Builds

New client relationships and expanded wallet share for Healthcare clients

Domain

Banking / Corporate Treasury / Healthcare

Required skills

Client acquisition, cross-sell strategy, market trend analysis, partnership management, win/loss analysis, data-driven resource allocation, complex idea articulation, presentation delivery, financial modeling, product knowledge (TTS/CCB)

Preferred skills

Disruptive technology awareness, innovation in corporate treasury, consensus building, initiative

Technologies

PowerPoint, Excel, MIS systems

Responsibilities

Interface with prospective clients to identify and propose optimal treasury solutions; Coordinate new cross-sell opportunities with Coverage Partners; Build effective networks with overseas Citibank branches; Conduct monthly win/loss analysis; Articulate complex analytics and conceptual frameworks; Deliver presentations and leverage virtual communities/social media

Seniority

Senior, hands-on IC