Sales Enablement and Data Specialist – Associate / Assistant Vice President

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 include developing a comprehensive understanding of the wealth management client and how iCapital can serve that client; analyzing sales data to identify trends, opportunities and areas of improvement; developing and maintaining dashboards and reports to track KPIs, pipeline health, and sales performance; supporting sales forecasting, territory planning, and quota setting processes; collaborating 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; automating recurring reports and processes to improve efficiency and reduce manual work; creating and maintaining documentation for reporting tools, dashboards, and data sources; organizing and examining large pools of data to provide actionable insights in support of the business; and producing management decks in support of iCapital’s distribution relationship. Qualifications include a 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 ability to multitask under tight deadlines; experience with SQL or other data querying languages is a plus; and knowledge of revenue operations and GTM strategy. The role is office-first with work in the office Monday-Thursday and flexibility to work remotely on Friday.