Sales Operations Analyst

Job Description

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 Asset Mark'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.

• 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

• 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…