Sales Operations Business Partner at Silicon Valley Bank in San Francisco, CA

Make Next Happen Now. For more than 30 years, SVB has helped innovative companies, investors, and founders move bold ideas forward fast. SVB provides targeted financial services and expertise through its offices in innovation centers around the world. With commercial, international, and private banking services, SVB helps address the unique needs of innovators.

As a business partner on the Sales Operations team, you will play a critical role on a diverse and fast-paced team that is tasked with operationalizing the strategy for Private Bank & Wealth and optimizing business performance. You will partner closely with Private Bank’s Leadership and an array of individuals from Insights, Marketing, and Products to deliver on the objectives set forth by the business unit. You will play a pivotal role in driving strategy, uncovering market potential, developing actionable insights, and improving processes (and even developing new ones). As a business partner, you will be responsible for thinking critically, generating reports/insights, providing recommendations, and aiding in driving the overall success of the Private Bank group.

At SVB, we are continually looking to improve upon what we did yesterday; thus, we are seeking people with a passion for challenging themselves and the status quo.

Primary Responsibilities:

Support the head of Private Bank and Wealth in driving data-focused decisions through deep-dive analytics and business acumen

Develop and implement analysis that identify key drivers behind sales performance including sales pipelines, trends, market share/primary bank, and segmentation

Utilize data in Salesforce, in proprietary data warehouse, and in other data sources to provide various views/cuts into the business

Identify opportunities for process optimization and automation, process redesign, or development of new ones; evaluate performance indicators (at various levels) and provide solutions to business challenges

Create high-quality monthly reports for internal consumption that combines market observations from sales teams along with data insights

Make recommendations to help improve business partner’ productivity and performance; proactively review and identify leading and lagging indicators

Support senior executives in tracking team performance and analyzing key metrics related to client acquisition pipeline, loan portfolio, funding, product penetration, referral channels, etc.

Partner with senior executives to identify business requirements for performance dashboards and control charts as necessary to monitor performance

Ability to plan and work independently with minimal supervision effectively in a highly complex, entrepreneurial within a time-sensitive environment

Drive data quality & integrity in collaboration with building and maintaining key documentation regarding PBWA’s policies, processes, and engagement rules to ensure data hygiene

Qualifications

Required

Minimum 5 year of experience with sales, sales operations, and/or analytics

Bachelor’s degree

Super user of data reporting and visualization tools (e.g., Tableau, Salesforce, Excel, PowerPoint)

Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely; is effective in formal/informal meeting and presentation settings; commands attention and can manage group process during presentation/discussion and achieve group consensus

Ability to gain support for change by providing context and responding to concerns; takes initiative to recommend/develop creative approaches to accomplishing tasks/priorities

Strong prioritization skills, including leading multiple initiatives at the same time

Preferred

Proven experience developing business strategy, and/or sales operation or equivalent skills

Interest in retail banking and wealth investments, private bank, and venture capital ecosystems

Strong initiative, intellectual curiosity, and ownership

Demonstrated ability to operate with significant autonomy and discretion

Ability to work across organizational boundaries and move fast while juggling multiple projects – all while keeping very close attention to detail

Demonstrated ability to build strong relationships with co-workers of various backgrounds and experience, and to work well within cross-functional teams