Sales Operations Analyst

## Sales Operations Analyst Apply remote type:
Hybrid locations:
Phoenix, AZ:
Chicago, IL:
Concord, CAtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
Req-003874##
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* Job Description:

**** The Job/

What You’ll Do:

** 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.
* 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.
*** Responsibilities:
** Sales Operations Support & Execution:
* 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

Sales Performance Analytics & Reporting:
* 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

Salesforce & CRM Enablement:
* 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

Customer Segmentation & Growth Analysis:
* 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

Forecasting, Pipeline Management & Sales Process Improvement:
* 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

Territory Planning & Capacity Management:
* Optimize territory coverage and capacity to ensure effective resource allocation across supported sales channels

Cross-Functional Projects &

Collaboration:

* 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
** Knowledge, Skills, Abilities:
*** 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
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* Education & Experience:

*** 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…