CRM & Client Onboarding Specialist

First Citizens9 months ago
Denver, CO, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

A financial institution in Denver is seeking a Sales Advisor to support the Relationship Management Technology Banking team. In this role, you will manage client communications, analyze data to identify sales opportunities, and coordinate business development activities. Location: Denver

Key Responsibilities

  • Manage client communications.
  • Analyze data to identify sales opportunities.
  • Coordinate business development activities.

Required Qualifications

  • Education: Bachelor's Degree or equivalent experience
  • Qualifications: Expertise in Pitchbook and Outreach

Preferred Qualifications

  • IO is preferred

Benefits & Perks

  • Salary: Competitive salary range
  • Benefits: Various benefits offered

Required Skills

Client Onboarding
Relationship Management
CRM
Sales
Outreach
Pitchbook
Data Analysis