Sr. Sales Advisor

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

Job summary

First Citizens is seeking a Sales Advisor to support the Investor Coverage & Business Development team in onboarding clients, conducting prospect research, and content creation. The role involves pre/post event support, KPI reporting, and maintaining data quality in CRM systems.

Responsibilities include coordinating with sales ops, managing prospect data, and assisting with outreach campaigns to drive new business opportunities.

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.
• 2+ years of administrative or other professional experience (preferred).
• Expert in Pitchbook and Outreach.IO, team’s primary resource in assisting teams with these tools.

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 acquisition/market share goals.
• Liaise with sales ops and CRM data stewards.
• Supports the production of client-facing events hosted by team.
• Coordinates pre and post event follow-up. Sales campaign coordination.

Skills

CRM data management

Dashboard reporting

Education

Bachelor's degree

High School Diploma or GED

Tools

Pitchbook

Outreach.IO

Job description

Overview

This is a hybrid role with the expectation that time working will regularly take place inside and outside of our San Francisco or New York office.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. Learn more at svb.com.

The Sales Advisor

The Sales Advisor is responsible for supporting the Investor Coverage & Business Development team in key initiatives and client onboarding. This hire will help with pre-engagement prospect research, content creation, prospect prioritization, help support ongoing relationship building with prospects, help support the team with pre and post event support, and drive further efficiency to the team’s go-to-market.

Responsibilities & Qualifications

Supports team in achieving core KPIs. Build/maintains dashboards; provides updates against KPIs. Responsible for data quality, dashboards, pipeline maintenance, for Series A client acquisition/market share goals. Liaise with sales ops and CRM data stewards. Supports the production of client-facing events hosted by team. Coordinates pre and post event follow-up. Sales campaign coordination.

• Client Support and Communication - Support ICBD colleagues with daily client inquiries, including coordinating responses to questions about letters of credit and credit cards. Develop strong relationships with key market constituents and ecosystem stakeholders (including accelerators & incubator groups) and 3rd party providers. Engage with prospective clients on due diligence, regulatory and information completeness requests.
• Data Management and Analysis - Manage data sources/CRM to identify top prospects. Determine potential cross-sell opportunities and pain-points in the sales process. Input meeting notes by presenting & aggregating relevant information for calls/visits & attend client mtgs to take detailed notes.
• Business Development Support - Assist team with new business development opportunities and strategic initiatives. Utilize Outreach, InMail/ZoomInfo to engage with prospects. Develop and maintain good understanding of SVB's products to anticipate client needs.
• Relationship Management - Map strong client events and network with industry contacts to gain competitive insights and best practices. Maintain relationships with clients and other external stakeholders professionally.
• Administrative and Process Management - Manage time effectively and prioritize tasks. Take ownership of and drive processes, escalating issues when necessary. Adapt to changing demands and requirements.

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.

Preferred Qualifications:

• 2+ years of administrative or other professional experience
• Expert in Pitchbook and Outreach.IO, team’s primary resource in assisting teams with these tools
• Bachelor's Degree

Additional Information

The base pay for this position is relative to your experience, but the range is generally $38.90 - $52.34 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.