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