Sales Intelligence Analyst

Location: Hybrid work schedule near Phoenix, AZ or Concord, CA; candidates must be legally authorized to work in the US.

Base salary: $95,000–$115,000 in Phoenix; $115,000–$130,000 in Concord. Additional variable incentive compensation and benefits are available.

Company

hirify.global provides technology, investment solutions, trust services, and consulting to more than 10,500 financial advisors managing their businesses and client relationships.

What you will do

• Analyze advisor conversations and sales interactions to identify advisor needs, competitive trends, commercial opportunities, and coaching priorities.
• Monitor industry developments such as advisor succession, RIA breakaway activity, regulatory changes, and evolving advisor needs.
• Produce weekly, monthly, and quarterly intelligence for Sales Leadership.
• Present findings and translate complex information into concise recommendations connected to business decisions.
• Use Gong AI, Salesforce, CRM Analytics, ChatGPT, and other intelligence sources to accelerate research and uncover insights.
• Partner with Sales Leadership, Sales Enablement, Marketing, Product, and Business Intelligence to improve sales strategy and execution.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 3–5+ years of experience in Sales Operations, Sales Analytics, Business Intelligence, Revenue Operations, Commercial Strategy, Market Research, or a related analytical role.
• Ability to synthesize information from multiple sources into actionable business insights and recommendations.
• Strong analytical, communication, presentation, and storytelling skills.
• Advanced proficiency with Microsoft Excel and PowerPoint.
• US work authorization is required; visa sponsorship is not available.

Nice to have

• Experience with Salesforce, Gong, CRM Analytics, Tableau, or Power BI.
• Experience using ChatGPT to accelerate research, synthesize information, identify trends, and generate business insights.
• Comfort working with data and analytics tools for business analysis.

Culture & Benefits

• Hybrid work schedule with flex time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options.
• Employer HSA contribution for eligible HDHP participants.
• Volunteer time off, career development, recognition, and fitness reimbursement.