Sales Operations Specialist, Advisor Sales

The Job/What You'll Do:

The Sales Operations Specialist, Advisor Sales will support AssetMark’s Sales organization by managing a variety of essential sales operations tasks. These include sales process support, quota measurement, forecasting, and system administration. Success in this role requires exceptional multitasking and organizational skills, along with excellent communication and attention to detail. The ideal candidate thrives in a dynamic, fast-paced environment and demonstrates the ability to effectively manage competing priorities.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are located near one of our offices in Phoenix, AZ, Chicago, IL, or Concord, CA.

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
• Maintain and optimize sales cadence workflows by driving timely execution of sales activities, ensuring consistent follow-up, and promoting adoption of standardized best practices
• 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 PowerBI 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 not limited to First Year Success, mergers & acquisitions, and Tax Management Services)
• Promote and drive 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

Knowledge, Skills, and Abilities:

• 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

Education & Experience

• 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 wealth management industry a plus

Compensation: The Base Salary range for this position is between $60,000-$70,000.

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.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.