Sales Intelligence Strategist

AssetMark

Concord (CA)

Hybrid

USD 95,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision

Job summary

AssetMark is seeking a Sales Intelligence Analyst to join the Sales Operations team. The role will convert advisor conversations, sales interactions, and market data into actionable intelligence to improve sales performance and strategy.

This position supports hybrid work near Phoenix, AZ or Concord, CA, leveraging Gong AI, Salesforce, CRM Analytics, and industry research. You will synthesize information into executive recommendations, surface opportunities and risks, and drive coaching and

Qualifications

Bachelor’s degree or equivalent professional experience.
3–5+ years in Sales Operations, Sales Analytics, BI, Revenue Ops or related analytical role.
Demonstrated ability to synthesize information into actionable insights and recommendations.
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.

Responsibilities

Analyze advisor conversations and sales interactions to identify emerging needs, trends, and opportunities.
Evaluate sales execution, messaging, and adoption of strategic plays to find coaching opportunities and improve effectiveness.
Monitor industry trends and indicators to inform sales strategy and priorities.
Synthesize intelligence into clear, actionable recommendations for Sales Leadership.
Deliver recurring executive intelligence to identify opportunities, mitigate risks, and improve performance.
Produce recurring intelligence for Sales Leadership (weekly/monthly/quarterly) and translate findings into executive recommendations.