Sales Operations Specialist – Advisor Sales

• 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 Asset Mark’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

• 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
• Excellent system skills including Excel and PowerPoint are required
• Strong quantitative and qualitative analytical abilities
• Ability to perform  “Power User” functions is a plus

Demonstrates expertise in Sales Operations processes, including goal setting, territory optimization, and sales forecasting. Proficient in utilizing Salesforce and PowerBI for performance reporting and dashboard management to support strategic growth initiatives.

• Sales Operations
• Salesforce Power User
• Performance Reporting
• Analytical Abilities
• Dashboard Management

• Sales Operations
• Sales Forecasting
• Goal Setting
• Territory Optimization
• Salesforce
• PowerBI
• Excel
• Reporting
• CRM Analytics
• Sales Campaign Administration

• Quantitative Analysis
• Qualitative Analysis

• Sales Support
• Sales Management
• Sales Cadence Workflows
• Performance Metrics
• Strategic Growth Initiatives

• Salesforce
• PowerBI
• Excel
• CRM Analytics