Sr. Sales Advisor - Corporate Finance, Innovation Banking

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

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.