Sales Intelligence Analyst

AssetMark Financial Holdings•Phoenix, AZ

1d•Hybrid

About The Position

The Sales Intelligence Analyst is a member of AssetMark’s Sales Intelligence team who turns sales data and business information into actionable insights, reporting, and analytical tools. The role supports better decision-making, sales effectiveness, and organic growth by measuring performance, identifying trends and business drivers, and developing tools that clarify sales results, forecasts, pipeline, activity, and strategic initiatives. The Analyst helps stakeholders understand what is happening, why it is happening, and where attention may be needed, while improving how Sales performance is measured, visualized, and communicated. The position serves Sales teams and leadership, as well as business partners across Product, Commercial, Finance, Business Intelligence, Sales Operations, and other functions. It is based in AssetMark’s Phoenix, Arizona office and follows a hybrid work schedule. This is a full-time role with a base salary range of $75,000–$85,000 and eligibility for a comprehensive sales incentive package and competitive benefits. Candidates must be legally authorized to work in the United States; visa sponsorship is unavailable.

Requirements

Bachelor’s degree in Business, Finance, Economics, Analytics, or a related field; equivalent relevant experience is considered.
2–4+ years of relevant experience in Sales Analytics, Sales Operations, Business Intelligence, Finance, or a related analytical role.
Demonstrated experience analyzing business performance and translating data into reporting, visualizations, insights, and recommendations.
Strong proficiency with Microsoft Excel and PowerPoint.
Strong analytical and problem-solving skills, including the ability to identify meaningful trends and business drivers.
Ability to translate business questions into effective reporting, visualizations, analysis, and actionable insights.
Working knowledge of Sales performance measurement, forecasting, pipeline analysis, activity reporting, KPIs, and business analytics.
Strong data visualization and storytelling skills, including the ability to make complex information understandable and useful to business audiences.
Strong attention to detail and commitment to data quality, accuracy, and consistency.
Intellectual curiosity and willingness to investigate why performance is changing.
Strong communication, collaboration, organization, and stakeholder-management skills, including the ability to work with field Sales teams and senior business leaders.
Legally authorized to work in the United States; the company is unable to provide visa sponsorship.

Nice To Haves

Familiarity with Salesforce, CRM Analytics, Tableau, Power BI, or similar tools.
Experience developing dashboards, recurring reporting, forecasting tools, pipeline reporting, or similar analytical solutions.
Financial services, wealth management, or complex B2B Sales experience.

Responsibilities

Analyze Sales performance across teams, channels, advisors, programs, and strategic initiatives to identify trends, opportunities, risks, business drivers, tailwinds, and headwinds.
Develop and maintain dashboards, forecasting tools, pipeline and activity reporting, scorecards, and other analytical solutions for Sales, Sales Leadership, and business partners.
Support Sales forecasting, performance measurement, KPI reporting, and recurring business reviews with timely, actionable visibility into results.
Develop targeted analyses and tools to address field-level and leadership reporting needs beyond standardized dashboards.
Establish, validate, and evolve KPIs and measurement frameworks as teams, channels, programs, and business priorities change.
Provide analysis for goal distribution, advisor and book segmentation, territory and coverage decisions, capacity planning, and resource allocation.
Establish and track measures for strategic Sales initiatives, showing adoption, momentum, results, risks, and opportunities.
Combine quantitative analysis with field feedback, advisor sentiment, conversation intelligence, and business context to explain performance and strengthen business narratives.
Partner with Sales, Product, Commercial, Finance, Business Intelligence, Sales Operations, and other stakeholders to understand business questions, develop reporting and analytical solutions, and communicate findings.
Use Salesforce, CRM Analytics, Gong, AI, Excel, and other analytical tools to improve the quality, scalability, and efficiency of Sales Intelligence.