Sales Enablement & Onboarding Specialist (Hybrid)

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

Job summary

First Citizens Bank in San Francisco is seeking a Sales Advisor to support the Corporate Finance Relationship Management team within Innovation Banking. The role involves client onboarding, report prep, and KPI tracking, with a hybrid work model placing time in the SF office and remote work.

You will build dashboards, manage CRM data, and coordinate events while supporting business development and client servicing.

Qualifications

• Bachelor's Degree and 1 year of administrative or other professional experience OR High School Diploma or GED and 5 years of administrative or other professional experience.
• Experience with client onboarding, due diligence, and regulatory information requests.
• Expertise with Pitchbook and Outreach.IO as primary tools for the team.

Responsibilities

• Supports KPIs by building and updating dashboards and maintaining data quality.
• Manages data sources/CRM to identify top clients and cross-sell opportunities.
• Coordinates pre- and post-event follow-up and supports client-facing events.
• Assists RM teams with new business development opportunities and strategic initiatives.
• Maintains relationships with clients and other external stakeholders professionally.

Skills

Administrative experience

Onboarding process

Data management

CRM data stewardship

Education

Bachelor's Degree

High School Diploma or GED

Tools

Pitchbook

Outreach.IO

Job description

First Citizens Bank in San Francisco is seeking a Sales Advisor to support the Corporate Finance Relationship Management team within Innovation Banking. The role involves client onboarding, report prep, and KPI tracking, with a hybrid work model placing time in the SF office and remote work.

You will build dashboards, manage CRM data, and coordinate events while supporting business development and client servicing.