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Hybrid Sales Operations Specialist - Forecasting & Insights

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: AssetMark
Full Time position
Listed on 2026-07-27
Job specializations:
  • Business
    Sales Analyst, Business Development
  • Sales
    Sales Analyst, Business Development, Sales Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below

Asset Mark is seeking a Sales Operations Specialist to support the advisor sales organization with quota measurement, forecasting, and system administration. The role requires meticulous attention to detail and strong communication, with dashboards in Salesforce and Power BI to track KPIs.

The position supports hybrid work near Phoenix, Chicago, or Concord, CA, and involves collaboration with Sales Operations, Business Consulting, and Investment teams.

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