Sales Operations Coordinator

Asset Mark Concord , CA 94519

Posted 2 months ago

Job Description:

The Sales Operations Coordinator will be responsible for supporting the broader sales organization as part of the sales operations team. The role requires strong multitasking and organizational skills because responsibilities will encompass a wide spectrum of sales operations functions including sales process and sales workflow support, quota measurement/attainment, forecasting/pipeline management, campaign management, and sales systems administration. Ideal candidates will have both excellent oral & written communication skills and an eye for detail along with the desire & ability to work in a dynamic, fast-paced environment.


  • Support and manage the daily workflow of requests from the field to sales operations team related to sales systems administration & sales process, pipeline management & forecasting, sales territory changes, and upkeep of sales contact record maintenance & administration

  • Implement and manage reports/dashboards in ensuring the sales teams and sales leaders have access to key data required to successfully manage the business

  • Coordinate all pre-work, quality assurance checks, and post mortem review of sales process and workflow changes

  • Support the sales teams and sales leaders with training and best practices leveraging the pipeline & forecasting tools, including both qualitative & quantitative analysis of win/loss results with sales teams

  • Generate, consolidate, and summarize monthly sales pipeline & forecasts

  • Distribution of sales goal/quota to individuals and sales teams, input quotas into CRM for tracking attainment purposes

  • Implementation, tracking and measurement of sales campaigns

  • Design and execute targeted sales campaigns in CRM system

  • Optimize flight schedule and ensure effective execution and delivery of sales campaigns

  • Collaborate with technology and CRM team and others to resolve any technical issues

  • Compile key pieces of information related to performance against sales objectives to be reviewed by sales management and senior leadership

  • Monitors the accuracy and efficient distribution of sales reports and external intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed

  • Interact and direct internal technology partners to develop sales process and workflow enhancements

Required Qualifications

  • Job experience in operations, reporting, and/or sales campaign administration.

  • Bachelor's degree in Accounting, Finance, Business, Marketing or related degree.

  • Must be highly detail oriented, meticulous, and self-directed.

  • Excellent oral and written communication skills.

  • Strong quantitative and qualitative analytical abilities.

  • Excellent system skills including Excel and PowerPoint are required.

  • Ability to perform administrative functions is a plus.

  • Job experience in a sales organization, wealth management, or financial services industry a plus.

  • Proficient writing SQL queries and/or Excel formulas; ability to read SQL code a plus.

AssetMark, Inc. is a leading strategic provider of groundbreaking investment and consulting solutions created to serve independent financial advisors and help them create great outcomes for their clients. Through a consistent program of engagement, education and community-building, AssetMark brings like-minded advisors together to share their ideas, experiences and solutions. This collaboration guides our development of investment, client relationship and practice management tools that advisors can tap to help clients achieve their investment objectives and life goals.

We are always seeking bright, creative, energetic individuals who want to learn and grow with the company. AssetMark is an innovative organization, delivering the best services in the industry. We offer a rewarding work environment, competitive salaries, full benefits, and excellent opportunities for career growth. We are headquartered in the San Francisco Bay Area. We also have regional offices in Phoenix, AZ, Encino, CA, Atlanta, GA, Chicago, IL, and State College, PA. Become a part of our growing team today!

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Sales Operations Coordinator

Asset Mark