Sales Operations Analyst

Job Description

The Sales Operations Analyst will deliver data-driven insights to inform strategic decisions across sales and marketing, driving organizational efficiency and effectiveness. The role serves as a key business partner to AssetMark’s Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales teams. This role supports day-to-day sales operations, Salesforce reporting and workflows, performance analytics, and execution of key sales planning processes. The ideal candidate brings a strong analytical mindset, operational rigor, and an understanding of advisor-focused sales organizations within financial services or wealth management.

Responsibilities

Sales Operations Support & Execution

• Support the daily workflow of requests received by Sales Operations from Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales
• Support ad hoc projects and assignments as needed for Sales Operations leadership and Channel & Client Growth teams

Sales Performance Analytics & Reporting

• Create and deliver performance reporting using Salesforce, CRM Analytics, Power BI, Excel, and other tools to illustrate performance against sales objectives
• Measure, analyze, and communicate key performance metrics, including sales growth, pipeline progression, conversion rates, sales activity, advisor engagement, and goal achievement
• Deliver actionable insights and content for sales management, senior leadership, business reviews, and executive summaries
• Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization

Salesforce & CRM Enablement

• Maintain, refine, and enhance dashboards in Salesforce and CRM Analytics to deliver actionable insights and critical data for measuring sales goals and KPI achievement
• Promote and drive adoption of new Salesforce tools and workflow processes throughout the organization

Customer Segmentation & Growth Analysis

• Analyze sales trends, business development activity, advisor behaviors, and market penetration to support targeting and growth strategies
• Provide recommendations that support client acquisition, retention, and expansion initiatives

Forecasting, Pipeline Management & Sales Process Improvement

• Work directly with Sales Managers and Team Leads to implement best practices in opportunity, funnel, and pipeline management to support accurate sales forecasting
• Support forecasting processes through analysis of historical performance, pipeline activity, and key business drivers

Territory Planning & Capacity Management

• Optimize territory coverage and capacity to ensure effective resource allocation across supported sales channels

Cross-Functional Projects & Collaboration

• Collaborate with Business Intelligence, Sales Compensation, Marketing, Finance, Technology, and CRM Development teams to support data governance and operational alignment
• Support cross-functional projects and initiatives with data-driven recommendations aligned to organizational priorities and strategic goals

Knowledge, Skills, Abilities

• Strong proficiency in Salesforce reporting, CRM Analytics, Power BI, Excel, and data visualization best practices
• Experience working with CRM platforms, preferably Salesforce CRM, including reporting, dashboard development, and data management
• Strong analytical and problem-solving skills with the ability to translate data into actionable business insights
• Knowledge of sales forecasting, pipeline management, territory planning, customer segmentation, and sales performance measurement
• Excellent communication and presentation skills to engage with sales management, senior leadership, and cross-functional stakeholders
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively
• Ability to work independently while collaborating effectively across cross-functional teams
• Adaptable problem-solving skills and a continuous improvement mindset to meet evolving business needs

Education & Experience

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field
• 3+ years of experience in Sales Operations, Revenue Operations, Business Analytics, Financial Services, or a related field
• Experience working with Salesforce CRM and sales reporting environments
• Highly motivated self-starter with a strong customer service orientation and commitment to operational excellence
• Experience supporting sales, operations, analytics, or business planning functions within financial services, wealth management, asset management, banking, or fintech industries
• Experience working in a cross-functional environment supporting Sales, Marketing, Technology, Finance, or Business Intelligence teams

Compensation: The Base Salary range for this position is between $80,000-$90,000 for Phoenix and Chicago and $90,000-100,000 for Concord.

Work Arrangements: Hybrid work schedule available near office locations in Phoenix, AZ, Chicago, IL, or Concord, CA. Candidates must be legally authorized to work in the US. Visa sponsorship is not available for this position.

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule