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 AssetMark'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.
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:
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
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 fintech industries
Experience working in a cross-functional environment supporting Sales, Marketing, Technology, Finance, or Business Intelligence teams
Compensation: The Base Salary range for this position is between $80,000-$90,000 for Phoenix and Chicago and $90,000-100,000 for Concord.
This information reflects a base salary range that AssetMark 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.
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We are AssetMark, 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 AssetMark 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 powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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