Growth-Focused Sales Intelligence Analyst (Hybrid)

AssetMark; Northern (KY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Hybrid work schedule

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Flexible Time Off

Job summary

AssetMark is seeking a Sales Intelligence Analyst to join our Sales Operations team in a hybrid role near Phoenix, AZ or Concord, CA. You will transform advisor conversations, sales activity, and market data into actionable intelligence to boost performance and shape strategy.

Using Gong, Salesforce, CRM Analytics, Tableau/Power BI and ChatGPT, you will surface opportunities, risks, and coaching priorities, and partner with Sales, Enablement, Marketing, Product, and BI to drive informed

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3–5+ years in Sales Operations, Sales Analytics, BI, Revenue Ops or related analytical role.
• Strong analytical, communication, presentation, and storytelling skills.
• Advanced proficiency with Microsoft Excel and PowerPoint.
• Experience with Salesforce, Gong, CRM Analytics, Tableau or Power BI is preferred.
• Comfort with data analytics tools to support business analysis.
• Experience leveraging ChatGPT to accelerate research and generate business insights is preferred.

Responsibilities

• Analyze advisor conversations and sales interactions to identify needs, trends, opportunities.
• Evaluate sales execution, messaging, and adoption of strategic plays to identify coaching opportunities.
• Monitor industry trends and indicators to inform sales strategy.
• Synthesize internal and external intelligence into clear, actionable recommendations for Sales Leadership.
• Produce recurring executive insights for Sales Leadership and present findings.
• Tell the story behind the data linking insights to business decisions.
• Collaborate with Sales Leadership, Enablement, Marketing, Product, and BI to translate intelligence into recommendations.
• Drive adoption of AI and analytics capabilities across the Sales organization.

Skills

Analytical skills

Communication & storytelling

Presentation skills

Education

Bachelor's degree or equivalent

Tools

Excel

PowerPoint

Salesforce

Gong

CRM Analytics

Tableau

Power BI

Job description

AssetMark is seeking a Sales Intelligence Analyst to join our Sales Operations team in a hybrid role near Phoenix, AZ or Concord, CA. You will transform advisor conversations, sales activity, and market data into actionable intelligence to boost performance and shape strategy.

Using Gong, Salesforce, CRM Analytics, Tableau/Power BI and ChatGPT, you will surface opportunities, risks, and coaching priorities, and partner with Sales, Enablement, Marketing, Product, and BI to drive informed