Strategic Sales Intelligence Analyst (Hybrid)

AssetMark; Phoenix (AZ); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Flex Time or Paid Time Off

401K - Employer Match

Medical, Dental, Vision - HDHP or PPO

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark is seeking a Sales Intelligence Analyst to transform advisor conversations, sales interactions, market trends, and data into actionable intelligence. You will leverage Gong AI, Salesforce, CRM Analytics, and other tools to surface opportunities and risks for Sales Leadership, guiding coaching priorities and commercial initiatives.

The role supports a hybrid schedule and is based near Phoenix, AZ or Concord, CA, with a base salary range and incentives aligned to location and experience.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3-5+ years of experience in Sales Operations, Sales Analytics, Business Intelligence, Revenue Operations, Commercial Strategy, Market Research, or a related analytical role.
• Demonstrated ability to synthesize information from multiple sources into actionable business 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.
• Comfort working with data and analytics tools to support business analysis is preferred.
• Experience leveraging ChatGPT to accelerate research, synthesize information, identify trends, and generate business insights is preferred.

Responsibilities

• Analyze advisor conversations and sales interactions to identify emerging advisor needs, competitive trends, and commercial opportunities.
• Evaluate sales execution, messaging, and adoption of strategic sales plays to identify coaching opportunities, best practices, and opportunities to improve sales effectiveness.
• Proactively monitor industry trends and leading indicators to inform sales strategy and commercial priorities.
• Synthesize internal and external intelligence into clear, actionable recommendations for Sales Leadership.
• Deliver recurring executive intelligence to help the organization identify opportunities, mitigate risks, and improve commercial performance.

Skills

Sales Operations

Sales Analytics

Business Intelligence

Excel

PowerPoint

Salesforce

Gong

CRM Analytics

Tableau

Power BI

ChatGPT

Education

Bachelor's degree or equivalent

Tools

Salesforce

Gong

CRM Analytics

Tableau

Power BI

Excel

PowerPoint

ChatGPT

Job description

AssetMark is seeking a Sales Intelligence Analyst to transform advisor conversations, sales interactions, market trends, and data into actionable intelligence. You will leverage Gong AI, Salesforce, CRM Analytics, and other tools to surface opportunities and risks for Sales Leadership, guiding coaching priorities and commercial initiatives.

The role supports a hybrid schedule and is based near Phoenix, AZ or Concord, CA, with a base salary range and incentives aligned to location and experience.