Sales Operations Specialist – Advisor Sales

AssetMark

Sales Operations Specialist supporting AssetMark’s Sales organization by managing sales operations tasks. Responsibilities include sales process support and system administration in hybrid work setup.

Posted 7/23/2026full-timePhoenix • Arizona, California, Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales Operations processes, including goal setting, territory optimization, and sales forecasting. Proficient in utilizing Salesforce and PowerBI for performance reporting and dashboard management to support strategic growth initiatives.

Highest-signal resume keywords

Sales OperationsSalesforce Power UserPerformance ReportingAnalytical AbilitiesDashboard Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales OperationsSales ForecastingGoal SettingTerritory OptimizationSalesforcePowerBIExcelReportingCRM AnalyticsSales Campaign Administration

Soft Skills

Quantitative AnalysisQualitative Analysis

Tools & Technologies

SalesforcePowerBIExcelCRM Analytics

Industry Keywords

Sales SupportSales ManagementSales Cadence WorkflowsPerformance MetricsStrategic Growth Initiatives

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Excellent system skills including Excel and PowerPoint are required
Strong quantitative and qualitative analytical abilities
Ability to perform SalesForce.com “Power User” functions is a plus

Benefits

Comp & perks

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