Sales Operations Specialist, Advisor Sales

Job Description

The Job/What You ll Do:
The Sales Operations Specialist, Advisor Sales will support Asset Mark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administration. Success in this role requires exceptional multitasking and organizational skills, along with excellent communication and attention to detail. The ideal candidate thrives in a dynamic, fast-paced environment and demonstrates the ability to effectively manage competing priorities.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are located near one of our offices in Phoenix, AZ, Chicago, IL, or Concord, CA.

• 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

• Must be highly detail oriented, meticulous, and self-directed
• Excellent oral and written communication skills
• Strong quantitative and qualitative analytical abilities
• Excellent system skills including Excel and PowerPoint are required
• Ability to perform   Power User  functions is a plus

• 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
• Experience in financial services and/or wealth management industry a plus

The Base Salary range for this position is between $60,000-$70,000. This information reflects a base salary range that Asset Mark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered.

We are unable to provide visa sponsorship for this position.

We are Asset Mark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At Asset Mark your ideas matter; they re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients  lives. We do this by combining…