Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Sr. Sales Advisor - Investor Coverage, Innovation Banking role.
Rezi rewrites your resume against First Citizens Bank's job description. Free.
Tailor your resume to this Sr. Sales Advisor - Investor Coverage, Innovation Banking role.
Rezi rewrites your resume against First Citizens Bank's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Sr. Sales Advisor - Investor Coverage, Innovation Banking posting at First Citizens Bank — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Sr. Sales Advisor - Investor Coverage, Innovation Banking posting at First Citizens Bank — free, in seconds.
About the Role
The Sales Advisor supports the Investor Coverage team in Innovation Banking with key initiatives and client onboarding. This role involves report preparation, guiding clients through onboarding, tracking prospect/client use trends, and assisting sales teams in meeting preparation.
Responsibilities
- Supports team in achieving core KPIs, building and maintaining dashboards, and providing updates against KPIs.
- Manages data quality, dashboards, and pipeline maintenance for Series A client acquisition/market share goals.
- Liaises with sales operations and CRM data stewards.
- Supports the production of client-facing events hosted by the RM team and coordinates pre and post-event follow-up.
- Coordinates sales campaigns.
- Assists RM teams with client onboarding and ongoing maintenance, including client engagement on due diligence, regulatory, and information completeness requests.
- Manages data sources/CRM to identify top clients and 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 and attends client meetings to take detailed notes.
- Assists RM teams with new business development opportunities and strategic initiatives.
- Develops and maintains a strong 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 professional relationships with clients and other external stakeholders.
- 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 management
- Dashboard creation and maintenance
- Pipeline maintenance
- CRM data management
- Sales campaign coordination
- Client onboarding
- Client due diligence
- Regulatory compliance
- Data analysis
- Cross-selling
- Business development support
- Product knowledge
- Relationship management
- Time management
- Process management
- Adaptability
Location
- San Francisco
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/hour
Benefits
- Competitive, thoughtfully designed, and quality benefits program
About the Company
- 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.