Sales Strategy Manager, SVP

Citi

. Manage a team of project managers to accomplish established goals and conduct personnel duties for team (e.g.

Posted 5/5/2026full-timeCharlotte • Florida, North Carolina • 🇺🇸 United StatesLead💰 $123,440 - $185,160 per yearWebsite

About the role

Key responsibilities & impact

Manage a team of project managers to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
Partner with senior leadership and key stakeholders to develop performance metrics that measure success against business strategy and corporate goals and lead efforts to set quarterly and annual targets for each metric
Design and implement sales processes/tools from client acquisition through onboarding and ongoing relationship building
Partner with global finance team and manage data collection process to ensure data is captured correctly for reporting
Partner with performance management teams to ensure business performance aligns with overall goals
Track performance metrics, develop timely business review presentations, and provide stakeholders with analysis of performance, trends, and drivers for performance
Design end-to-end business and professional development for sales professionals as well as identify performance issues and engage stakeholders to ensure action plans are created to remediate problems
Communicate/provide additional materials to ensure field can implement and/or execute against key priorities and initiative across lines of business and maintain knowledge of competitor product offerings and advance Citi’s product as leader
Ensure the focus of risk management, documentation, and compliance as well as the on-going and transfer of expertise across the team
Complete quarterly analysis of business YTD performance and present business heads with analysis and insights on performance trends

Requirements

What you’ll need

10+ years of relevant experience
Experience in financial services preferred
Experience in project management to manage, execute, and communicate business performance
Extensive knowledge of banking and financial services industry
Extensive knowledge of Branch sales and service process
Demonstrated leadership and people management skills
Ability to creatively design end-to-end sales processes and assistance

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementperformance metricsdata collectionbusiness analysissales processesrisk managementcompliance

Soft Skills

leadershippeople managementcommunicationproblem-solvingcollaboration