2024-04-20
AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
San Francisco
California
94199
United States
Sales Support Specialist Business Planning & Support - (RM) Enterprise page is loaded **Sales Support Specialist Business Planning & Support - (RM) Enterprise**
**Sales Support Specialist Business Planning & Support - (RM) Enterprise**
locationsUSA - CA - San Francisco - Howard time typeFull time posted onPosted 2 Days Ago job requisition id14142 ****BE PART OF A BANK LIKE NO OTHER.****
When you work with the world's most innovative companies, you know you're making a difference.
Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.
They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.
Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.
**Job Description**
****
Join the Relationship Management Technology Banking team in a cross-functional role that involves supporting key initiatives, new client onboarding, sales preparation and CRM management. Report directly to in market Managing Director or Director with responsibilities including report preparation, clearing clients through the onboarding process, tracking client product use trends, assisting sales team in preparing for client/prospect meetings, inputting data into CRM or other bank systems and track venture funding activity and trends as well as referral activity. This person will also interact with other credit and advisory teams as needed.
* Taking notes and tracking follow-ups for ad hoc & recurring meetings/committees/working groups, including helping to track follow up from pipeline and client meetings. Input notes from meetings as appropriate into CRM. Track necessary follow up from meetings.
* Work with sales teams in assisting of onboarding of new clients including gathering required data and documents from clients. Will act as a liaison with the compliance, Relationship Advisory and Client Care organizations.
* Create reporting around product campaign results, credit card spend trends, referral activity, client acquisition trends, venture capital market trends to name a few. Through reporting identify opportunities for sales teams to pursue.
* Drafting sales presentation materials and related preparation for key client and prospect meetings.
* This role is a support function with limited direct decision making, however the successful candidate will have some autonomy in how they structure their time and the exact methodology they choose to follow to complete the essential functions. There will be a high-degree of collaboration and feedback provided to help ensure there is alignment and a clear understanding of priorities, timelines, and other related dependencies and needs across the teams they support.
**Experience and Education**
* Strong ability to manage multiple projects, reporting and various needs from teams they support.
* High aptitude with MS PowerPoint and Excel
* High Tolerance for dealing with ambiguity and changing priorities
* Strong time management skills and consistency in follow through.
* Ability to meet deadlines, multi-task, and thrive in a dynamic and fast-paced environment
* Robust analytical skill-set and intellectually curious mindset
* Excellent verbal, written, and presentation skills
* Team player and collaborator with strong interpersonal skills
* Intellectual curiosity and a desire to learn and be challenged
* Bachelors degree (or higher) with demonstrated strong academic aptitude
* Prior experience in a fast-paced and results-oriented environment a plus but not required.
2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: ).
**Equal Employment Opportunity**
Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.
Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.
