Sr. Sales Advisor - Corporate Finance, Innovation Banking

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

Overview

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

The Sales Advisor is responsible for supporting the Corporate Finance Relationship Management team in Innovation Banking in key initiatives and client onboarding. This includes report preparation, guiding clients through the onboarding process, tracking prospect/client use trends, and assisting sales teams in preparing for client/prospect meetings.

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 RM team. Coordinates pre and post event follow-up. Sales campaign coordination.

• Client Support and Communication – Assist RM teams with client onboarding and ongoing maintenance, including engaging with clients on due diligence, regulatory and information completeness requests.
• Data Management and Analysis - Manage data sources/CRM to identify top clients and 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 RM teams with new business development opportunities and strategic initiatives. 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/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.