Sales Advisor I

This is a hybrid role located in Santa Monica, California, with the expectation that time working will regularly take place inside and outside of our office. 

The Sales Advisor is responsible for supporting the Relationship Management Technology Banking team 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.

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.  

• Client Support and Communication - Support CBO staff with daily client inquiries, including coordinating responses to questions about letters of credit and credit cards. Develop strong relationships with key clients and ecosystem stakeholders (including accelerators & incubator groups) and 3rd party providers. Engage with clients on due diligence, regulatory and information completeness requests.
• Data Management and Analysis - 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.
• Business Development Support - Assist Director with new business development opportunities and strategic initiatives. Utilize Outreach, InMail/ZoomInfo to engage with prospects. Develop and maintain good understanding of SVB's products to anticipate client needs.
• Relationship Management - 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.
• Administrative and Process Management - Manage time effectively and prioritize tasks. Take ownership of and drive processes, escalating issues when necessary. Adapt to changing demands and requirements.

Bachelor's Degree and 0 years of experience in OR High School Diploma or GED and 2 years of experience in sales pipeline management role.

Preferred Skills

• 2+ years of administrative or other professional experience
• Expert in Excel pivot table generation, Pitchbook and Outreach.IO, team’s primary resource in assisting teams with these tools
• Bachelor's Degree

If hired in  California the base pay for this position is generally between $30.30 and $40.87.  Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

#LI-Hybrid

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.