Sales Enablement and Data Specialist - Associate / Assistant Vice President

About the Role

iCapital is hiring a Sales Enablement and Data Specialist to cover iCapital’s distribution partnership with a large wealth management client (“the Client”).  This individual will report to the Head of Business Solutions at iCapital and will support the Sales and Marketing team with data-driven insights, process optimization to increase sales and engagement outcomes. This role will play a critical part in driving strategic decisions by analyzing sales performance, geographic, channel and advisor specific engagement priorities, and forecasting trends. In addition, this individual will develop robust reporting and analytical tools for use with our client and the broader sales & marketing team by leveraging Tableau, Salesforce and Excel applications. 

Responsibilities

• Develop a comprehensive understanding of our wealth management client and how iCapital can serve that client.
• Analyze sales data to identify trends, opportunities and areas of improvement.
• Develop and maintain dashboards and reports to track KPIs, pipeline health, and sales performance.
• Support sales forecasting, territory planning, and quota setting processes.
• Collaborate with cross-functional Marketing, Field Sales, and Finance teams to develop regional, channel and advisor specific segmentation and coverage models, to streamline sales processes and improve alignment.
• Automate recurring reports and processes to improve efficiency and reduce manual work.
• Create and maintain documentation for reporting tools, dashboards, and data sources.
• Organize and examine large pools of data to provide actionable insights in support of the business.
• Produce management decks in support of iCapital’s distribution relationship.

Qualifications

• Bachelor’s degree in business, finance, economics, data science, or related field
• 2-6 years of relevant work experience in sales operations, business analysis, or similar role
• Proficiency in CRM platforms (e.g., Salesforce), Excel, and data visualization tools (e.g. Tableau, Power BI, Looker)
• Strong analytical and problem-solving skills with keen attention to detail and able to multitask under tight deadlines
• Experience with SQL or other data querying languages is a plus
• Knowledge of revenue operations and GTM strategy

Benefits

The base salary range for this role is $90,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.