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
Silicon Valley Bank offers business banking, lending, payments, venture debt, liquidity management, and global fund banking sloutions. It was founded in 1983, and is headquartered in Santa Clara, California, USA, with a workforce of 5001-10000 employees. Its website is https://www.svb.com.Company H1B Sponsorship
Silicon Valley Bank has a track record of offering H1B sponsorships, with 42 in 2023, 126 in 2022, 138 in 2021, 98 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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