Investor Coverage Sales Advisor (Hybrid, SF)

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

Job summary

First Citizens Innovation Bank in San Francisco is seeking a Sales Advisor to support the Investor Coverage team in Innovation Banking. The hybrid role blends in-office collaboration with remote work, focusing on onboarding clients, preparing reports, and tracking KPI progress.

You will help with data quality, CRM upkeep, event coordination, and cross‑functional collaboration with RM teams. A Bachelor's degree with administrative experience is preferred, and familiarity with Pitchbook and

Qualifications

• Bachelor's Degree and 1 year of administrative or other professional experience.
• High School Diploma or GED and 5 years of administrative or other professional experience.
• Proficiency in Pitchbook and Outreach.IO is preferred.

Responsibilities

• Supports team in achieving core KPIs. Build/maintains dashboards; provides updates against KPIs.
• Responsible for data quality, dashboards, pipeline maintenance for Series A client goals.
• Liaise with sales ops and CRM data stewards; support client events and post-event follow-up.
• Coordinate pre and post event activities; assist RM teams with new business development.
• Map client events and network with industry contacts to gain insights.

Skills

Administrative experience

CRM knowledge

Education

Bachelor's Degree

High School Diploma

Tools

Pitchbook

Outreach.IO

Job description

First Citizens Innovation Bank in San Francisco is seeking a Sales Advisor to support the Investor Coverage team in Innovation Banking. The hybrid role blends in-office collaboration with remote work, focusing on onboarding clients, preparing reports, and tracking KPI progress.

You will help with data quality, CRM upkeep, event coordination, and cross‑functional collaboration with RM teams. A Bachelor's degree with administrative experience is preferred, and familiarity with Pitchbook and