SVB - Sales Advisor I
Silicon Valley Bank is a financial institution focused on supporting technology and life science companies. The Sales Advisor I role involves assisting the Relationship Management Technology Banking team with client onboarding, data management, and business development support.
Responsibilities
- 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
Skills
- 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
- Expert in Pitchbook and Outreach.IO, team's primary resource in assisting teams with these tools
Benefits
- 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.
Company Overview
Company H1B Sponsorship