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Asset Mark Financial Holdings

Sales Intelligence Analyst

Phoenixhybridmid$95K – $115K

Posted today · via Workday

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About this role

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.…

Read the full description on Asset Mark Financial Holdings's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: tableau, power bi, salesforce, gong

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Phoenix. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

tableaupower bisalesforcegong

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