Hybrid Sales Advisor - Corporate Finance Onboarding

First Citizens; San Francisco (CA); Hybrid; USD 54,000 - 72,000; Full time

Job summary

First Citizens seeks a Sales Advisor in a hybrid role based in San Francisco to support the Corporate Finance Relationship Management team in onboarding clients and driving key initiatives. You will build dashboards, manage data quality, and assist in prospect meetings.

Qualifications include a Bachelor's degree or 5 years of experience with a preference for Pitchbook and Outreach.IO, plus strong communication and relationship-building skills.

Qualifications

• Bachelor's Degree with 1 year administrative or related experience, or High School Diploma with 5 years of experience.
• Experience with Pitchbook and Outreach.IO preferred.
• Experience in onboarding and client relations.

Responsibilities

• Client onboarding support and ongoing maintenance, including due diligence and information requests.
• Data management and analysis of CRM to identify top clients and cross-sell opportunities.
• Support business development with strategic initiatives and product knowledge.
• Maintain client relationships and gain competitive insights.
• Time and process management; escalate issues and adapt to changing requirements.

Skills

Dashboarding

CRM data management

Data analysis

Client onboarding

Communication

Education

Bachelor's degree

High school diploma

Tools

Pitchbook

Outreach.IO

CRM systems

Job description

First Citizens seeks a Sales Advisor in a hybrid role based in San Francisco to support the Corporate Finance Relationship Management team in onboarding clients and driving key initiatives. You will build dashboards, manage data quality, and assist in prospect meetings.

Qualifications include a Bachelor's degree or 5 years of experience with a preference for Pitchbook and Outreach.IO, plus strong communication and relationship-building skills.