Sales Intelligence Analyst

Job Description: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 opportunitiesEvaluate sales execution, messaging, and adoption of strategic sales plays to identify coaching opportunities, best practices, and opportunities to improve sales effectivenessProactively 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 prioritiesSynthesize internal and external intelligence into clear, actionable recommendations for Sales LeadershipDeliver recurring executive intelligence that helps the organization proactively identify opportunities, mitigate risks, and improve commercial performanceExecutive Insights & Reporting:Produce recurring intelligence for Sales Leadership, including weekly, monthly, and quarterly business insightsPresent findings and translate complex information into concise, executive-level recommendationsTell the story behind the data by connecting insights to business decisions and strategic actionsAI & Analytics:Leverage Gong AI, Salesforce, CRM Analytics, ChatGPT, and other business intelligence tools to accelerate research and uncover meaningful insightsContinuously refine AI prompts, research methodologies, and analytical frameworks to improve the quality and speed of commercial intelligenceWork comfortably with data from multiple sources to support analysis and validate business insightsCross-Functional Partnership:Partner with Sales Leadership, Sales Enablement, Marketing, Product, and Business Intelligence to translate advisor, sales, and market intelligence into actionable business recommendationsProvide objective commercial intelligence that informs sales strategy, improves coaching and commercial execution, and supports strategic business decisions across the Sales organizationDevelop insights and recommendations that span multiple sales channels, helping identify enterprise-wide opportunities, emerging trends, and best practices that can be leveraged across the businessSuccess Measures:Deliver actionable intelligence that influences sales strategy and business decisionsIdentify meaningful advisor, market, and commercial trends before they become mainstreamEnable Sales Leadership and Sales Enablement with objective insights that improve coaching and sales executionDrive adoption of AI and commercial intelligence capabilities across the Sales organizationEstablish Sales Operations as a trusted strategic partner by delivering timely, proactive, and actionable commercial intelligenceKnowledge, Skills, and Abilities:Bachelor's degree or equivalent professional experience3–5+ years of experience in Sales Operations, Sales Analytics, Business Intelligence, Revenue Operations, Commercial Strategy, Market Research, or a related analytical roleDemonstrated ability to synthesize information from multiple sources into actionable business insights and recommendationsStrong analytical, communication, presentation, and storytelling skillsAdvanced proficiency with Microsoft Excel and PowerPointExperience with Salesforce, Gong, CRM Analytics, Tableau, or Power BI is preferredComfort working with data and analytics tools to support business analysis is preferredExperience leveraging ChatGPT to accelerate research, synthesize information, identify trends, and generate business insights is preferredCompensation: 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.#LI-CR1#LI-hybridWho 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 MissionOur 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 ValuesHeart. 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 & BenefitsOur 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. SummaryLocation: Phoenix, AZ; Concord, CAType: Full time