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 the 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 who can accommodate a hybrid work schedule and are close to our office locations in Phoenix, AZ, Chicago, IL, or Concord, CA.

• 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.

• 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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