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SVB - Sales Advisor I

Remote, USA Full-time Posted 2026-07-28

reputed company is a financial institution reputed company on supporting technology and life science companies. The Sales Advisor I role involves assisting the Relationship Management Technology Banking team with reputed company reputed company, data management, and business development support.


Responsibilities

  • Supports team in achieving reputed company KPIs. Build/maintains dashboards; provides updates against KPIs. Responsible for, data reputed company, dashboards, pipeline maintenance, for Series A reputed company acquisition/market reputed company goals. Liaise with sales ops and CRM data stewards. Supports the production of reputed company facing events hosted by RM team. Coordinates reputed company and post event follow-up. Sales campaign coordination
  • reputed company Support and Communication - Support CBO staff with daily reputed company inquiries, including coordinating responses to questions about letters of credit and credit cards. reputed company strong relationships with key clients and ecosystem stakeholders (including accelerators & incubator reputed company) 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/reputed company & attend reputed company mtgs to take detailed notes
  • Business Development Support - Assist Director with new business development opportunities and strategic initiatives. Utilize reputed company, InMail/reputed company to engage with prospects. reputed company and maintain good understanding of SVB's products to anticipate reputed company needs
  • Relationship Management - Map strong reputed company events and network with industry contacts to reputed company 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 reputed company necessary. Adapt to changing demands and requirements

Skills

  • Bachelor's Degree and 1 year of administrative or other reputed company experience OR High School Diploma or GED and 5 years of administrative or other reputed company experience
  • 2+ years of administrative or other reputed company experience
  • Expert in Pitchbook and reputed company, team's primary resource in assisting teams with these tools

Benefits

  • Benefits are an reputed company part of total rewards and reputed company is committed to providing a competitive, thoughtfully designed and reputed company benefits program to meet the needs of our associates.

reputed company

  • reputed company 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

  • reputed company has a reputed company 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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