Sales Operations Specialist, Advisor Sales

AssetMark Financial Holdings • Phoenix, AZ

2d • 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level