Role Description As the Renewal Operations Senior Analyst, you will play a crucial role in optimizing and scaling our renewal processes and operations to support our ambitious growth targets. You will be rolling up to Senior Manager of Renewal Operations leading seamless coordination between Renewals, Sales, Finance, Deal Desk, Product Ops, IT and other cross-functional teams. This is a critical role requiring the individual to possess strong analytical skills, the ability to identify and resolve gaps in existing processes while learning/adapting rapidly. We are looking for someone who can thrive with a high level of ambiguity to operate autonomously while maintaining cross-functional collaboration and managing stakeholder expectations. What You Will Do - Build the long-range plan for the Renewals business, drive rigor in QRF submissions aligning it with overall business objectives and revenue targets. - Provide operational guidance, review metrics and support in Renewals forecasting and business reviews. - Build and maintain Renewal KPIs and dashboards to monitor sales performance and track progress towards targets. - Conduct data-driven analysis to identify renewal performance trends, opportunities, challenges and use the insights to optimize processes and propose actionable recommendations. - Build and rollout deal governance policies, and processes while managing deal reviews and liaising with Sales, Renewals, Finance, and Deal-Desk leaders. - Prepare regular reports and presentations highlighting renewal performance to assess renewal performance and identify areas for improvement. - Partner with renewals, sales, finance, and other cross-functional teams in managing the day-to-day Renewal operations. - Lead root cause problem solving and process improvement initiatives working cross-functionally to improve the renewal rate. Qualifications - 4+ years’ experience in Renewal/Sales Operations, Sales Strategy or similar areas. - Proven track record of success in operations roles within high-growth SaaS or technology companies. - Intermediate to Advanced experience with Salesforce (SFDC) and CPQ, Advanced Excel. - Demonstrates a positive attitude and aptitude to learn. - Strong analytical skills with the ability to roll-up sleeves to gather, analyze/interpret data and make decisions based on insights. - Ability to drive cross-functional collaboration, establish credibility, be decisive and articulate issues clearly and concisely. - An inquisitive nature and exceptional attention to detail. Requirements - The minimum and maximum base salaries for this role are posted below; additionally, the role is eligible for bonus potential, equity and benefits. - The range displayed reflects the minimum and maximum target for new hire salaries for the role based on U.S. location. - Within the range, the salary offered will be determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Benefits - US Pay Range: $143,200 - $214,800 USD

Title: Sales Enablement Specialist Location: New York City Department: Sales – Sales - Provider Job Description: HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states. We are seeking a Sales Enablement Specialist to support workforce readiness for our sales organization by designing, building, and delivering impactful enablement programs aligned to revenue priorities and go-to-market strategy. This role equips our Sales team with the knowledge, skills, tools, and resources needed to effectively engage prospects, articulate HHAeXchange's value, navigate complex buying conversations, and accelerate sales performance. The ideal candidate will partner closely with Sales Leadership, Product Marketing, Product Management, Revenue Operations, Customer Experience, and Learning & Development to operationalize enablement initiatives that improve sales readiness and performance of the sales team. This is a highly cross-functional role focused on bridging product knowledge, buyer understanding, sales processes, and performance coaching to enhance sales effectiveness and support business growth. This is a hybrid position, with an expectation to report to the Midtown Manhattan, NYC office 3 days/week (typically Tues/Wed/Thurs). To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Essential Job Duties Sales Onboarding and Ramp Enablement - Partner with Sales leadership to identify onboarding needs, performance gaps, and enablement priorities across sales roles. - Design and deliver onboarding programs for new sales hires that accelerate time-to-productivity and confidence in role. - Build structured learning pathways for Account Executives, SDRs/BDRs, and other revenue-facing roles as applicable. - Develop onboarding tools, certification checkpoints, and ramp-readiness programs to support seller success. Product & Go-To-market Enablement - Partner with Product Marketing and Product teams to translate product launches, enhancements, and strategic messaging into actionable sales enablement programs. - Develop enablement materials such as: - Sales playbooks - Product walkthroughs - Battlecards - Messaging guides - Competitive comparison tools - Discovery question frameworks - Demo Readiness resources - Ensure sales teams are prepared to confidently position new products, features, and market offerings. Learning Experience Design & Delivery - Design and deliver enablement programs that strengthen core sales competencies, including: - Discovery and qualification - Consultative selling - Objection handling - Product positioning and messaging - Competitive differentiation - Deal progression strategies - Facilitate instructor-led training, workshops, virtual sessions, and reinforcement programs that drive practical skill application. - Build scenario-based learning, role-play exercises, and supporting coaching opportunities to improve seller effectiveness. Sales Content & Resource Enablement - Support the development and maintenance of a centralized sales enablement content hub for easy access to current resources. - Ensure enablement materials are accurate, relevant, easy to consume, and aligned with evolving market, product, and buyer needs. - Partner with cross-functional stakeholders to continuously improve content usability and effectiveness. Program Measurement & Continuous Improvement - Support reporting and analysis of enablement effectiveness using metrics such as: - Time-to-proficiency - Reduction in errors/escalations - Learner feedback and engagement - Team performance indicators - Gather insights from stakeholders and frontline teams to continuously improve enablement programs. - Support alignment of enablement efforts to business goals, including customer adoption and satisfaction. Sales Coaching & Performance Support - Partner with sales managers to reinforce learning through coaching programs and manager enablement support. - Partner with Sales Leadership to create structured coaching tools to improve rep performance and skill development. - Support call review, partner on the development of coaching feedback loops, and reinforcement strategies to strengthen seller execution. Learning Technology & Program Operations - Leverage LMS and learning tools to manage enablement programs, assign learning paths, and track completion. - Maintain and organize enablement content to ensure ease of access and usability. Other Job Duties - Other duties as assigned by supervisor or HHAeXchange leader. Travel Requirements - Travel 25%-50%, including overnight travel Required Education, Experience, Certifications and Skills - Bachelor’s degree in business administration, Education, Communications, Marketing, or related field. - 3–5 years of experience in Sales Enablement, Revenue Enablement, Learning & Development, or sales training within SaaS or technology organizations. - Experience supporting sales or revenue-facing teams in fast-paced environments. - Proven ability to design and deliver impactful enablement programs that support sales readiness and performance improvement. - Strong instructional design, facilitation, and adult learning expertise. - Experience translating complex product, market, and process information into clear, actionable learning experiences. - Experience working cross-functionally with Sales, Product Marketing, Product Management, Revenue Operations, Customer Success, and other business stakeholders. - Familiarity with sales methodologies such as MEDDICC, Challenger, SPIN, consultative selling, or similar frameworks. - Experience with sales enablement technologies and platforms such as LMS systems, Salesforce, Gong, Highspot, Seismic, or similar tools preferred. - Strong written and verbal communication skills with the ability to facilitate training and present effectively to sales audiences. - Strong organizational skills with the ability to manage multiple initiatives in fast-paced, evolving environments. - Demonstrates accountability, collaboration, adaptability, and strong business partnership skills. The base salary range for this US-based, full-time, and exempt position is $100,000 - $110,000, not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values. This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs. HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Title: Sales Operations Analyst Location: Phoenix, AZ, Chicago, IL, Concord, CA time type Full time job requisition id Req-003874 Job Description: The Job/What You’ll Do: The Sales Operations Analyst will deliver data-driven insights to inform strategic decisions across sales and marketing, driving organizational efficiency and effectiveness. The role serves as a key business partner to AssetMark's Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales teams. This role supports day-to-day sales operations, Salesforce reporting and workflows, performance analytics, and execution of key sales planning processes. The ideal candidate brings a strong analytical mindset, operational rigor, and an understanding of advisor-focused sales organizations within financial services or wealth management. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ, Chicago, IL, or Concord, CA. Responsibilities: Sales Operations Support & Execution: - Support the daily workflow of requests received by Sales Operations from Strategic Accounts, Institutional Sales, Bank & Trust, and RIA Sales - Support ad hoc projects and assignments as needed for Sales Operations leadership and Channel & Client Growth teams Sales Performance Analytics & Reporting: - Create and deliver performance reporting using Salesforce, CRM Analytics, Power BI, Excel, and other tools to illustrate performance against sales objectives - Measure, analyze, and communicate key performance metrics, including sales growth, pipeline progression, conversion rates, sales activity, advisor engagement, and goal achievement - Deliver actionable insights and content for sales management, senior leadership, business reviews, and executive summaries - Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization Salesforce & CRM Enablement: - Maintain, refine, and enhance dashboards in Salesforce and CRM Analytics to deliver actionable insights and critical data for measuring sales goals and KPI achievement - Promote and drive adoption of new Salesforce tools and workflow processes throughout the organization Customer Segmentation & Growth Analysis: - Analyze sales trends, business development activity, advisor behaviors, and market penetration to support targeting and growth strategies - Provide recommendations that support client acquisition, retention, and expansion initiatives Forecasting, Pipeline Management & Sales Process Improvement: - Work directly with Sales Managers and Team Leads to implement best practices in opportunity, funnel, and pipeline management to support accurate sales forecasting - Support forecasting processes through analysis of historical performance, pipeline activity, and key business drivers Territory Planning & Capacity Management: - Optimize territory coverage and capacity to ensure effective resource allocation across supported sales channels Cross-Functional Projects & Collaboration: - Collaborate with Business Intelligence, Sales Compensation, Marketing, Finance, Technology, and CRM Development teams to support data governance and operational alignment - Support cross-functional projects and initiatives with data-driven recommendations aligned to organizational priorities and strategic goals Knowledge, Skills, Abilities: - Strong proficiency in Salesforce reporting, CRM Analytics, Power BI, Excel, and data visualization best practices - Experience working with CRM platforms, preferably Salesforce CRM, including reporting, dashboard development, and data management - Strong analytical and problem-solving skills with the ability to translate data into actionable business insights - Knowledge of sales forecasting, pipeline management, territory planning, customer segmentation, and sales performance measurement - Excellent communication and presentation skills to engage with sales management, senior leadership, and cross-functional stakeholders - Strong organizational skills and attention to detail, with the ability to manage multiple priorities effectively - Ability to work independently while collaborating effectively across cross-functional teams - Adaptable problem-solving skills and a continuous improvement mindset to meet evolving business needs Education & Experience: - Bachelor’s degree in Business, Finance, Economics, Data Analytics, Marketing, or a related field - 3+ years of experience in Sales Operations, Revenue Operations, Business Analytics, Financial Services, or a related field - Experience working with Salesforce CRM and sales reporting environments. - Highly motivated self-starter with a strong customer service orientation and commitment to operational excellence - Experience supporting sales, operations, analytics, or business planning functions within financial services, wealth management, asset management, banking, or fintech industries - Experience working in a cross-functional environment supporting Sales, Marketing, Technology, Finance, or Business Intelligence teams Compensation: The Base Salary range for this position is between $80,000-$90,000 for Phoenix and Chicago and $90,000-100,000 for Concord. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: - Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. - Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. - Unyielding Integrity, doing what’s right, always. Even when it’s hard. - Collective Respect, in being authentic, inclusive and valuing all voices while winning together. - Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. - Flex Time or Paid Time Off and Sick Time Off - 401K – 6% Employer Match - Medical, Dental, Vision – HDHP or PPO - HSA – Employer contribution (HDHP only) - Volunteer Time Off - Career Development / Recognition - Fitness Reimbursement - Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Role Description The Sales Enablement Specialist is the regional execution arm of the global Sales Enablement function. Operating within a hub-and-spoke model, this role is responsible for regionally executing the global sales enablement strategies that are designed to empower representatives to optimize every buyer interaction and maximize sales results. The Sales Enablement Specialist leverages expertise in Go-To-Market (GTM) processes, buying behaviour and sales enablement tools to guide sales teams in their growth as problem centric sellers. By aligning global sales enablement programs with regional market nuances, the Sales Enablement Specialist ensures that sellers and managers are equipped with the insights, coaching, and tools needed to generate and advance sales pipeline to achieve their targets. A growing component of this role will be driving the adoption and proficiency of AI-augmented technologies designed to improve field sales efficiency. The Sales Enablement Specialist acts as a bridge to the field, ensuring new tools and capabilities are successfully integrated into daily sales workflows to maximize seller productivity and impact. - Regional Field Support: Providing dedicated, time-zone aligned execution for sales teams, including liaising with Sales Managers to identify regional needs and report back to the Manager, Global Sales Enablement. - Content Regionalization: Disseminating global content with regional relevance, including native language support where required. - Sales Empowerment: Guiding reps through a problem centric buying journey to advance opportunities and close deals. - AI Tool Adoption: Supporting the deployment and ongoing usage of AI-driven capabilities to streamline regional sales processes. - Performance Measurement: Tracking regional enablement adoption and its impact on sales results. Qualifications - Expertise in problem centric selling and the ability to translate insights into actionable sales guidance. - AI-Literate & Tech-Forward: A strong interest in and aptitude for leveraging AI-augmented technologies to improve sales performance. - Strong action-oriented mindset with a focus on regional execution and results. - Ability to work independently while remaining aligned with a global management hub. - Excellent interpersonal and communication skills to effectively support diverse sales teams. - Data-driven approach to tracking regional sales performance and enablement adoption. Requirements - 2+ years of proven sales enablement experience. - Proven ability to articulate problem centric selling approaches. - Demonstrable experience in developing client-focused solutions and initiatives. - Excellent presentation and organizational skills. - Fluent in verbal and written English. - Legal eligibility for authorized employment within the specified geographic region (PH or MX). - Preferred: - Native language proficiency for the specific region supported (e.g., Spanish for LATAM). - Knowledge and experience working within the EdTech sector. - Knowledge of GAP Selling or other Problem Centric selling frameworks. - Familiarity with technologies such as Salesforce, Highspot, Tableau and Groove. - Experience using AI-augmented sales tools. - Experience supporting training workshops to sales staff. Benefits - Remote First Culture - Health Care Coverage* - Education Reimbursement* - Competitive Paid Time Off - Self-Care Days - National Holidays* - 2 Founder Days + Juneteenth Observed - Paid Volunteer Time* - Charitable contribution match* - Monthly Wellness or Home Office Reimbursement/* - Access to Modern Health (mental health platform) - Parental Leave* - Retirement Plan with match/contribution* * varies by country