Sales Intelligence Analyst

AssetMark•Phoenix, AZ

2d•$75,000 - $85,000•Hybrid

About The Position

The Sales Intelligence Analyst is a member of the Sales Intelligence team who turns sales data and business information into actionable insights, reporting, and analytical tools to improve decision-making, sales effectiveness, and organic growth. The role supports Sales teams, Sales Leadership, and business leaders across Product, Commercial, Finance, and other functions by measuring performance, identifying trends and business drivers, and developing tools that provide visibility into 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. The role also continually improves how Sales performance is measured, visualized, and communicated. This is a full-time position based in the Phoenix, Arizona office with a hybrid work schedule.

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, with 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 look beyond the numbers to understand changes in performance.
Strong communication, collaboration, organization, and stakeholder-management skills, including the ability to work effectively with field Sales teams and senior business leaders.
Must be legally authorized to work in the United States; visa sponsorship is unavailable.

Nice To Haves

Experience developing dashboards, recurring reporting, forecasting tools, pipeline reporting, or similar analytical solutions.
Experience with Salesforce, CRM Analytics, Tableau, Power BI, or similar reporting and visualization platforms.
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, tailwinds, headwinds, and underlying business drivers.
Develop and maintain reporting and visualization tools, including dashboards, forecasting tools, pipeline reporting, activity reporting, scorecards, and other analytical solutions.
Support Sales forecasting, performance measurement, KPI reporting, and recurring business reviews, providing stakeholders with timely and actionable visibility into results.
Develop targeted analyses and tools to address field-level and leadership reporting needs beyond standardized dashboards.
Help establish, validate, and evolve KPIs and measurement frameworks as Sales teams, channels, programs, and business priorities change.
Analyze and support goal distribution, advisor and book segmentation, territory and coverage decisions, capacity planning, and resource allocation.
Establish and track measures for strategic Sales initiatives, providing visibility into 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.