What are the responsibilities and job description for the Sales Operations Analyst position at AssetMark?
Job Description :
The Job / What You'll Do :
The Sales Operations Analyst will deliver data-driven insights to inform strategic decisions across sales and marketing, driving organizational efficiency and effectiveness. This role focuses on targeting high-growth opportunities, improving sales processes, and proactively managing at-risk relationships.
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.
Responsibilities :
Sales & Consulting Effectiveness :
- Measure, systematize, and communicate growth rates, win rates, conversion rates, and realization rates across sales channels, territories, and sales teams
- Provide both qualitative and quantitative insights tied to these metrics to inform decision-making
Customer Segmentation & Growth Analysis (Channel / Institutional / Enterprise / Individuals) :
Territory & Capacity Planning :
Forecasting & Pipeline Management :
Campaign Performance & Product Adoption Analysis :
Insights for Monthly Sales Executive Summary :
Ad-Hoc Sales Operations Projects :
Knowledge, Skills, and Abilities :
Education & Experience :
Compensation : The Base Salary range for this position is between $90,000-$110,000.
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.
LI-CR1
LI-hybrid
Who We Are & What We Offer :
AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
Salary : $90,000 - $110,000
