Sales Operations Analyst

AssetMark•Concord, CA

10d•$80,000 - $100,000•Hybrid

About The Position

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. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ, Chicago, IL, or Concord, CA.

Requirements

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
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
Candidates must be legally authorized to work in the US to be considered.
We are unable to provide visa sponsorship for this position.

Responsibilities

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