Sales Operations Specialist, Advisor Sales

AssetMark•Concord, CA

4d•$60,000 - $70,000•Hybrid

About The Position

The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administration. Success in this role requires exceptional multitasking and organizational skills, along with excellent communication and attention to detail. The ideal candidate thrives in a dynamic, fast-paced environment and demonstrates the ability to effectively manage competing priorities. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are located near one of our offices in Phoenix, AZ, Chicago, IL, or Concord, CA.

Requirements

Must be highly detail oriented, meticulous, and self-directed
Excellent oral and written communication skills
Strong quantitative and qualitative analytical abilities
Excellent system skills including Excel and PowerPoint are required
Bachelor’s degree in Accounting, Finance, Business, Marketing or related degree
2+ years of experience in sales support, sales operations, reporting, and/or sales campaign administration
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Nice To Haves

Ability to perform SalesForce.com “Power User” functions is a plus
Experience in financial services and/or wealth management industry a plus

Responsibilities

Support the daily workflow of requests received by Sales Operations from teams such as Advisor Sales, Business Consulting, AMRS, and Investment Consulting
Execute annual Sales Operations processes such as goal setting, book and advisor segmentation, territory optimization, and other recurring processes.
Work with sales managers and team leads to implement best practices in opportunity, funnel and pipeline management ensuring accurate sales forecasting
Maintain and optimize sales cadence workflows by driving timely execution of sales activities, ensuring consistent follow-up, and promoting adoption of standardized best practices
Nurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement
Create and deliver performance reporting using tools such as Salesforce and PowerBI to illustrate performance against sales objectives for sales teams, sales management, and leadership
Provide dashboard and reporting support of AssetMark’s strategic growth initiatives (examples include but not limited to First Year Success, mergers & acquisitions, and Tax Management Services)
Promote and drive adoption of new Salesforce tools and workflow processes throughout the organization
Work alongside Sales Operations technology and the CRM development team to continually enhance the Salesforce user experience
Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization
Execute ad hoc projects and assignments as needed to support Sales Operations leadership and Advisor Sales teams