About this role

AssetMark is seeking a Sales Intelligence Analyst to join their Sales Operations team. This role will transform advisor conversations, sales interactions, and market data into actionable intelligence to enhance sales performance and strategy. You will leverage AI tools and CRM data to identify trends, evaluate sales execution, and surface opportunities and risks for Sales Leadership.

What we are looking for

6

Analyze advisor conversations and sales interactions for trends and opportunities
Evaluate sales execution and identify coaching needs
Monitor industry trends and competitive activity
Synthesize intelligence into actionable recommendations for Sales Leadership
Leverage AI tools like Gong and ChatGPT for research and insights
Partner with cross-functional teams to drive business recommendations

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.