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About the Role

The Sales Advisor will support the Investor Coverage & Business Development team in key initiatives and client onboarding. This role involves prospect research, content creation, prioritization, relationship building, event support, and driving team efficiency.

Responsibilities

• Support team in achieving core KPIs, including building/maintaining dashboards and providing updates.
• Manage data quality, dashboards, and pipeline maintenance for Series A client acquisition/market share goals.
• Liaise with sales operations and CRM data stewards.
• Support the production of client-facing events, including pre and post-event coordination.
• Coordinate sales campaigns.
• Assist colleagues with daily client inquiries, including letters of credit and credit cards.
• Develop relationships with key market constituents, ecosystem stakeholders, and third-party providers.
• Engage with prospective clients on due diligence and information completeness requests.
• Manage data sources/CRM to identify top prospects and potential cross-sell opportunities.
• Input meeting notes and aggregate relevant information for calls/visits.
• Attend client meetings to take detailed notes.
• Assist with new business development opportunities and strategic initiatives.
• Utilize Outreach and ZoomInfo to engage with prospects.
• Develop and maintain an understanding of SVB's products to anticipate client needs.
• Map client events and network with industry contacts for competitive insights.
• Maintain professional relationships with clients and external stakeholders.
• Manage time effectively and prioritize tasks.
• Take ownership of processes and escalate issues when necessary.
• Adapt to changing demands and requirements.

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.
• 2+ years of administrative or other professional experience (Preferred)
• Expert in Pitchbook and Outreach.IO (Preferred)
• Bachelor's Degree (Preferred)

Skills

• Data quality management
• Dashboard creation and maintenance
• Pipeline maintenance
• CRM data management
• Sales campaign coordination
• Client support
• Relationship building
• Due diligence
• Data analysis
• Business development support
• Prospect engagement
• Product understanding
• Networking
• Process management

Location

• San Francisco
• New York

Work Type

• Hybrid

Experience Level

• 1 year of administrative or other professional experience
• 5 years of administrative or other professional experience
• 2+ years of administrative or other professional experience

Education Level

• Bachelor's Degree
• High School Diploma or GED

Salary/Compensations

• $38.90 - $52.34 per hour

Benefits

• Competitive, thoughtfully designed, and quality benefits program

About the Company

• Silicon Valley Bank (SVB), a division of First-Citizens Bank, serves innovative companies and investors in technology, life science and healthcare, private equity, venture capital, and premium wine industries.
• First Citizens Bank offers strength and stability with a 125-year tradition, providing banking services through over 550 branches in 23 states.
• First Citizens BancShares, Inc. is a top 20 U.S. financial institution with over $200 billion in assets.