The Job/What You'll Do:
The Sales Intelligence Analyst is a key member of the Sales Operations team, responsible for transforming advisor conversations, sales interactions, market trends, and commercial data into actionable intelligence that improves sales performance and informs sales strategy.
Leveraging Gong AI, Salesforce, CRM Analytics, ChatGPT, industry research, and other intelligence sources, this role identifies emerging advisor trends, evaluates sales execution, and proactively surfaces opportunities and risks that help Sales Leadership optimize sales strategy, coaching priorities, commercial initiatives, and resource allocation.
Success in this role requires intellectual curiosity, strong business acumen, and the ability to synthesize information from multiple sources into actionable recommendations that enable the organization to anticipate market shifts, strengthen sales execution, and accelerate growth.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Concord, CA.
Responsibilities:
Advisor, Sales & Market Intelligence:
- 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—including advisor succession, RIA breakaway activity, competitive activity, regulatory developments, and evolving advisor needs—to inform sales strategy and commercial priorities
- Synthesize internal and external intelligence into clear, actionable recommendations for Sales Leadership
- Deliver recurring executive intelligence that helps the organization proactively identify opportunities, mitigate risks, and improve commercial performance
Executive Insights & Reporting:
- Produce recurring intelligence for Sales Leadership, including weekly, monthly, and quarterly business insights
- Present findings and translate complex information into concise, executive-level recommendations
- Tell the story behind the data by connecting insights to business decisions and strategic actions
AI & Analytics:
- Leverage Gong AI, Salesforce, CRM Analytics, ChatGPT, and other business intelligence tools to accelerate research and uncover meaningful insights
- Continuously refine AI prompts, research methodologies, and analytical frameworks to improve the quality and speed of commercial intelligence
- Work comfortably with data from multiple sources to support analysis and validate business insights
Cross-Functional Partnership:
- Partner with Sales Leadership, Sales Enablement, Marketing, Product, and Business Intelligence to translate advisor, sales, and market intelligence into actionable business recommendations
- Provide objective commercial intelligence that informs sales strategy, improves coaching and commercial execution, and supports strategic business decisions across the Sales organization
- Develop insights and recommendations that span multiple sales channels, helping identify enterprise-wide opportunities, emerging trends, and best practices that can be leveraged across the business
Success Measures:
- Deliver actionable intelligence that influences sales strategy and business decisions
- Identify meaningful advisor, market, and commercial trends before they become mainstream
- Enable Sales Leadership and Sales Enablement with objective insights that improve coaching and sales execution
- Drive adoption of AI and commercial intelligence capabilities across the Sales organization
- Establish Sales Operations as a trusted strategic partner by delivering timely, proactive, and actionable commercial intelligence
Knowledge, Skills, and Abilities:
- 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
Compensation: The Base Salary range for this position is between $95,000-$115,000 for Phoenix and between $115,000 - $130,000 for Concord.
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.
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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.
