Sr. Sales Advisor - Investor Coverage, Innovation Banking

First Citizens Bank•San Diego, CA

5d•Hybrid

About The Position

The Sales Advisor supports the Investor Coverage team in Innovation Banking with key initiatives and client onboarding. The role includes preparing reports, guiding clients through onboarding, tracking prospect and client usage trends, and helping sales teams prepare for client and prospect meetings. The position is hybrid, with work regularly taking place inside and outside the San Francisco office. The advisor supports team KPIs, maintains dashboards and pipeline data, and coordinates with sales operations and CRM data stewards. The role also supports client-facing events, sales campaigns, relationship managers (RMs), and business development initiatives while maintaining a strong understanding of the bank’s products and client needs.

Requirements

Bachelor’s degree and 1 year of administrative or other professional experience, or a high school diploma or GED and 5 years of administrative or other professional experience.

Nice To Haves

2 or more years of administrative or other professional experience.
Expertise in Pitchbook and Outreach.IO, serving as the team’s primary resource for these tools.
Bachelor’s degree.

Responsibilities

Support the team in achieving core KPIs; build and maintain dashboards and provide KPI updates.
Maintain data quality, dashboards, and pipeline information for Series A client acquisition and market-share goals; liaise with sales operations and CRM data stewards.
Support client-facing events hosted by the relationship manager team and coordinate pre- and post-event follow-up and sales campaigns.
Assist RM teams with client onboarding and ongoing maintenance, including client requests for due diligence, regulatory information, and completeness of information.
Manage data sources and CRM to identify top clients and prospects, potential cross-sell opportunities, and pain points in the sales process.
Prepare and aggregate relevant information for client calls and visits, input meeting notes, and attend client meetings to take detailed notes.
Assist RM teams with new business development opportunities and strategic initiatives.
Develop and maintain an understanding of SVB products to anticipate client needs.
Map client events and network with industry contacts to gain competitive insights and best practices.
Maintain professional relationships with clients and other external stakeholders.
Manage time and priorities, take ownership of processes, escalate issues when necessary, and adapt to changing demands and requirements.