Sales Advisor, Life Sciences & Healthcare Innovation

First Citizens; Boston (MA); Hybride; USD 41 000 - 53 000; Plein temps

Résumé du poste

First Citizens Innovation Bank, formerly Silicon Valley Bank, is expanding its Life Sciences & Healthcare Innovation Banking team in Boston. The Sales Advisor will support onboarding, dashboards, KPI reporting, and cross-functional collaboration to drive client success.

The role covers data quality, CRM input, event coordination, and pre/post meeting follow-ups, with a focus on relationship-building and strategic initiatives to serve entrepreneurs and growth-stage companies.

Qualifications

• Bachelor's Degree OR High School Diploma or GED/Equivalent with 2 years of admin or related experience.
• 2+ years of administrative or other professional experience.
• Expert in PitchBook and Outreach.IO; primary resource in assisting teams with these tools.

Responsabilités

• Client onboarding and ongoing maintenance support including due diligence and information completeness requests.
• Data management and analysis using CRM to identify top clients and prospects; document meeting notes.

Connaissances

Client onboarding

Data management

Business development support

Relationship management

Administrative and process management

Formation

Bachelor's degree

High School Diploma or GED/Equivalent

Outils

PitchBook

Outreach.io

Description du poste

First Citizens Innovation Bank, formerly Silicon Valley Bank, is expanding its Life Sciences & Healthcare Innovation Banking team in Boston. The Sales Advisor will support onboarding, dashboards, KPI reporting, and cross-functional collaboration to drive client success.

The role covers data quality, CRM input, event coordination, and pre/post meeting follow-ups, with a focus on relationship-building and strategic initiatives to serve entrepreneurs and growth-stage companies.