Sr. Sales Advisor - Investor Coverage, Innovation Banking

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

Job summary

First Citizens Innovation Bank in San Francisco is seeking a Sales Advisor to support the Investor Coverage team in Innovation Banking. The hybrid role blends in-office collaboration with remote work, focusing on onboarding clients, preparing reports, and tracking KPI progress.

You will help with data quality, CRM upkeep, event coordination, and cross‑functional collaboration with RM teams. A Bachelor's degree with administrative experience is preferred, and familiarity with Pitchbook and

Qualifications

• Bachelor's Degree and 1 year of administrative or other professional experience.
• High School Diploma or GED and 5 years of administrative or other professional experience.
• Proficiency in Pitchbook and Outreach.IO is preferred.

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 goals.
• Liaise with sales ops and CRM data stewards; support client events and post-event follow-up.
• Coordinate pre and post event activities; assist RM teams with new business development.
• Map client events and network with industry contacts to gain insights.

Skills

Administrative experience

CRM knowledge

Education

Bachelor's Degree

High School Diploma

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.

At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long‑term success.

At First Citizens Innovation Bank, formerly Silicon Valley Bank (SVB), you’ll do more than support innovative companies, you’ll help shape their success. With more than 40 years of experience serving the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation‑driven sectors providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive. We combine deep expertise, lasting relationships and meaningful opportunities to help our clients, communities and associates move forward together.

The Sales Advisor is responsible for supporting the Investor Coverage 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.

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