Sales Operations Specialist

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Date: Dec 7, 2018

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  27981
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: a. Up to 25%

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

In the Sales Operations Specialist role, you will act as a business partner to a North American Distribution (NAD) client segment, guiding the development and execution of objectives and strategies, ensuring projects and initiatives are aligned to and achieving business goals. You will work closely with sales leadership, marketing and product management to develop strategies and go to market plans to further the goals and priorities of the Cross Channel client segment.



  • Develop and execute go-to-market strategies working with cross-functional NAD teams to drive segment results and further our market share.
  • Define strategic sales plans that effectively enable our salesforce to deliver on sales goals and priorities.
  • Ensure the voice of sales and salesforce needs are considered and incorporated in the development of strategies, initiatives and priorities.
  • Drive effectiveness and efficiencies for our salesforce by implementing segmentation strategies, developing coverage and territory modeling, and defining sales tools and capabilities.
  • Work with NAD and segment and sales leadership to drive deliberate assessment of goals and metrics through dashboard development and SFDC tracking.
  • Implement sales operations capabilities and best practices across the Sales Operations team; ensure alignment across broad initiatives and client specific initiatives.
  • Lead and manage projects with broad business impact that may impact multiple functions.
  • Effectively work across NAD internal teams, building relationships and partnerships.



  • 5+ years of financial services industry experience.
  • Strong product and/or project management experience preferred.
  • Bachelor’s Degree required. Masters or MBA preferred.


Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 


We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. 

Nearest Major Market: Los Angeles

Job Segment: Sales Operations, Project Manager, Sales, Marketing, Technology