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Cetera Financial Group · 2 months ago

Advisory Sales Operations & Analytics Manager

Dallas, TX, United States

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $135K/yr

3+ years exp

Cetera Financial Group is seeking an Advisory Sales Operations & Analytics Manager to join their Advisory Sales Strategy & Implementation team. This role focuses on building and optimizing sales processes, reporting, and analytics to support data-informed decisions and drive revenue growth.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Develop a strong understanding of key performance indicators and revenue drivers

Build and maintain dashboards, reports, and analytics in Salesforce, Tableau, ThoughtSpot, Excel, Airtable, etc

Partner with cross-functional teams and executive leadership to ensure data integrity and process compliance

Develop forecasting models, pipeline analysis, and performance metrics to support leadership decisions

Support GTM planning, territory design, and quota setting with data-driven insights

Analyze and synthesize sales data, feedback from the field, and market trends into actionable insights and recommendations

Become a subject matter expert on current tools and technologies

Manage Salesforce enhancements impacting the Advisory business, including updating fields, building campaigns, workflows, reporting, and automation for GTM processes and salesperson efficiency/effectiveness; this may include a mix of directly making changes within business-side permission levels and representing the Advisory business in developing requirements with tech teams and/or other stakeholders

Collaborate with Advisory sales personnel and stakeholders to influence the adoption of Salesforce

Drive continuous improvement initiatives by identifying bottlenecks and recommending solutions

Collaborate with the Director and team to execute standard change-management procedures across Advisory Experience. Own day-to-day tactical communications (e.g., Advisory newsletter) and support knowledge management for Advisory Experience team

Maintain library of content such as training, sales collateral, and scripting as well as both executive and front-line facing presentation materials. Facilitate regular updates to content via collaboration with cross-functional SME partners

Manage on-time delivery of projects with multiple stakeholders

Assist leadership as needed on other business management initiatives

Qualification

Salesforce expertiseAdvanced Excel proficiencyBI tools experienceFinancial services experienceProject management skillsChange agentCollaboration skillsCommunication skillsAttention to detailStorytelling skills