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.
- 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
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.
iCapital Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about iCapital and has not been reviewed or approved by iCapital.
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Healthcare Strength — Healthcare coverage is generous, with heavily subsidized medical, 100% employer‑paid dental and vision, and access to virtual mental health and telemedicine. These provisions are described as adding meaningful value beyond base salary.
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Leave & Time Off Breadth — Unlimited PTO and unlimited sick time, plus paid holidays and volunteer time, provide broad flexibility for time away. This breadth of leave supports work‑life balance and family needs.
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Parental & Family Support — Paid parental leave and family‑friendly resources (such as a mother’s room) are part of the package. These supports contribute to a family‑friendly environment and enhance overall total rewards.
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What We Do
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Why Work With Us
iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.
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