Sales Operations Lead
| Company | Capital Group |
|---|---|
| Location | Los Angeles, CA, USA, Irvine, CA, USA, Culver City, CA, USA |
| Salary | $136858 – $218973 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- Possess a strong foundation in financial principles and an understanding of investment strategies at Capital Group, including Institutional offerings and vehicles.
- Well-versed in the Institutional business, possessing an understanding of the diverse range of client and intermediary relationships and interactions throughout the sales and service cycle, including intersections with other client segments (e.g. Advisor Group, Strategic Relationships).
- Experience setting and achieving goals, managing multiple projects at once, balancing the needs of diverse stakeholders, and overcoming objections.
- Strong written and verbal communication skills and are comfortable presenting internally.
Responsibilities
- Drive and participate in the business planning process, ensuring projects and initiatives align with and achieve business goals, while taking the lead on agenda setting, meeting coordination, and follow-ups across the operation.
- Collaborate with key partners across Sales Leadership, Marketing, Product, Insights and Analytics, Global Client Services and other key business stakeholders to synthesize information and enable effective decision-making, productivity, and engagement.
- Coordinate segment-level and global client events, as well as sales training events.
- Improve sales data reporting for the Institutional team, including territory management/segmentation, pipeline management, and reporting.
- Create and maintain industry-level sales reporting and data.
- Develop and manage the execution of sales initiatives and create sales force messaging that aligns audience needs with compliance and regulatory guidelines.
- Represent the voice of the field internally and the Institutional segment perspective in broader NACG initiatives and forums.
- Bring a continuous improvement mindset to enhance operational effectiveness and efficiency.
Preferred Qualifications
- Knowledge of sales tools and resources, including Salesforce.com, Seismic, Excel, PPT, MS Teams etc.