Sr. Sales Advisor - Corporate Finance, Innovation Banking

First Citizens Bank•San Francisco, CA

8d•Hybrid

About The Position

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.

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.

Nice To Haves

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

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 RM team.
Coordinates pre and post event follow-up.
Sales campaign coordination.
Assist RM teams with client onboarding and ongoing maintenance, including engaging with clients on due diligence, regulatory and information completeness requests.
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.
Assist RM teams with new business development opportunities and strategic initiatives.
Develop and maintain good understanding of SVB's products to anticipate client needs.
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.
Manage time effectively and prioritize tasks.
Take ownership of and drive processes, escalating issues when necessary.
Adapt to changing demands and requirements.