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Sales Operations Specialist, Advisor Sales

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AssetMark

20d ago

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Business, Operations & Strategy
  • Phoenix
  • Quick Apply

AI generated summary

  • You must be detail-oriented with strong communication and analytical skills. Proficient in Excel and PowerPoint, Salesforce experience is a plus. A relevant degree and 2+ years in sales operations are required.
  • You will manage daily requests, execute sales processes, enhance Salesforce dashboards, provide performance reporting, support strategic initiatives, drive tool adoption, and assist with ad hoc projects.

Requirements

  • Must be highly detail-oriented, meticulous, and self-directed.
  • Excellent oral and written communication skills.
  • Strong quantitative and qualitative analytical abilities.
  • Excellent system skills, including Excel and PowerPoint, are required.
  • Ability to perform Salesforce.com “Power User” functions is a plus.
  • Bachelor’s degree in Accounting, Finance, Business, Marketing or related degree
  • 2+ years of experience in sales support, sales operations, reporting, and/or sales campaign administration
  • Experience in financial services and/or the wealth management industry is a plus

Responsibilities

  • Support the daily workflow of requests received by Sales Operations from teams such as Advisor Sales, Business Consulting, AMRS, and Investment Consulting
  • Execute annual Sales Operations processes such as goal setting, book and advisor segmentation, territory optimization, and other recurring processes
  • Work with sales managers and team leads to implement best practices in opportunity, funnel, and pipeline management, ensuring accurate sales forecasting
  • Nurture, groom, and enhance dashboards in Salesforce and CRM Analytics, delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement
  • Create and deliver performance reporting using tools such as Salesforce and Power BI to illustrate performance against sales objectives for sales teams, sales management, and leadership
  • Provide dashboard and reporting support of AssetMark’s strategic growth initiatives (examples include but are not limited to First Year Success, mergers & acquisitions, and Tax Management Services)
  • Promote and drive the adoption of new Salesforce tools and workflow processes throughout the organization
  • Work alongside Sales Operations technology and the CRM development team to continually enhance the Salesforce user experience
  • Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization
  • Execute ad hoc projects and assignments as needed to support Sales Operations leadership and Advisor Sales teams

FAQs

Do we support remote work?

Yes, we do support remote work but in a hybrid format.

What are the primary responsibilities of the Sales Operations Specialist?

The primary responsibilities include managing daily workflow requests, executing annual Sales Operations processes, implementing best practices in sales management, enhancing dashboards in Salesforce, creating performance reporting, and executing ad hoc projects as needed.

Is a background in financial services necessary for this position?

While experience in financial services and/or the wealth management industry is a plus, it is not strictly required.

What qualifications are needed for the Sales Operations Specialist position?

Candidates should have a Bachelor’s degree in Accounting, Finance, Business, Marketing, or a related degree, along with 2+ years of experience in sales support, sales operations, reporting, or sales campaign administration.

What skills are essential for success in this role?

Essential skills include being detail-oriented, excellent oral and written communication skills, strong analytical abilities, proficiency in Excel and PowerPoint, and ability to perform Salesforce.com "Power User" functions.

What is the base salary range for this position?

The base salary range for this position is between $60,000 and $70,000.

Are there opportunities for additional compensation?

Yes, this position is also eligible for additional variable incentive compensation as well as competitive benefits.

What type of work environment can I expect?

You can expect a dynamic, fast-paced work environment that requires effective management of competing priorities.

What benefits does AssetMark offer?

AssetMark offers benefits such as Flex Time Off, a 401K with a 6% employer match, medical, dental, and vision insurance, employer contributions to HSA, Volunteer Time Off, career development opportunities, recognition programs, and fitness reimbursement.

Is this position open to remote candidates?

Candidates must be able to accommodate a hybrid work schedule and be located near the offices in Phoenix, AZ, Chicago, IL, or Concord, CA.

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AssetMark

Powering independent financial advisors with solutions to help deliver better investor outcomes and grow their practices

Finance
Industry
5001-10,000
Employees

Mission & Purpose

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.