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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
- Supports team in achieving core KPIs.
- Builds and maintains dashboards; provides updates against KPIs.
- Responsible for data quality, dashboards, and pipeline maintenance for Series A client acquisition/market share goals.
- Liaises with sales ops and CRM data stewards.
- Supports the production of client-facing events hosted by the team.
- Coordinates pre and post-event follow-up.
- Sales campaign coordination.
- Supports ICBD colleagues with daily client inquiries, including coordinating responses to questions about letters of credit and credit cards.
- Develops strong relationships with key market constituents and ecosystem stakeholders.
- Engages with prospective clients on due diligence, regulatory, and information completeness requests.
- Manages data sources/CRM to identify top prospects.
- Determines potential cross-sell opportunities and pain-points in the sales process.
- Inputs meeting notes by presenting and aggregating relevant information for calls/visits.
- Attends client meetings to take detailed notes.
- Assists team with new business development opportunities and strategic initiatives.
- Utilizes Outreach, InMail/ZoomInfo to engage with prospects.
- Develops and maintains a good understanding of SVB's products to anticipate client needs.
- Maps strong client events and networks with industry contacts to gain competitive insights and best practices.
- Maintains relationships with clients and other external stakeholders professionally.
- Manages time effectively and prioritizes tasks.
- Takes ownership of and drives processes, escalating issues when necessary.
- Adapts 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)
Skills
- Data quality
- Dashboards
- Pipeline maintenance
- CRM
- Sales campaign coordination
- Client support
- Due diligence
- Regulatory requests
- Information completeness requests
- Data analysis
- Cross-sell opportunities
- Sales process analysis
- Meeting notes aggregation
- Business development
- Strategic initiatives
- Outreach
- InMail
- ZoomInfo
- Product knowledge
- Client needs anticipation
- Event mapping
- Networking
- Competitive insights
- Best practices
- Relationship management
- Time management
- Task prioritization
- Process management
- Issue escalation
- Adaptability
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 (Preferred)
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
- Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
- First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
- Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world’s innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections.