Sales Operations Specialist: Forecasting, Dashboards & CRM
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-27
Listing for:
AssetMark
Full Time
position Listed on 2026-07-27
Job specializations:
-
Sales
CRM System, Sales Analyst, Business Development, Sales Development Rep/SDR -
Business
CRM System, Sales Analyst, Business Development
Job Description & How to Apply Below
Asset Mark is seeking a Sales Operations Specialist, Advisor Sales to support the Sales organization with quota measurement, forecasting, process support and system administration in a hybrid setting near Phoenix, Chicago, or Concord.
You will partner with sales leaders to optimize opportunity management, build dashboards in Salesforce and CRM Analytics, deliver KPI reporting with PowerBI, and help drive strategic growth initiatives while promoting adoption of new tools.
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