Senior Sales Operations Specialist

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Date: Feb 9, 2019

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  29460
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: No
Travel required: e. No Selection

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 Sr 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 provide operational support to the client segment leadership team, and serve as a resource and subject matter expert to associates within and outside of the client segment.

  • Develops and executes strategic and tactical initiatives and projects to support the client segment business plans 
  • Participates in the development and execution of key business capabilities and processes, including business planning, sales and marketing planning, and budgeting
  • Defines and manages the execution of key sales initiative plans to support strategic sales priorities with key firms 
  • Provides recommendations to senior management to inform business strategy and identify gaps or improvement opportunities
  • Drives effectiveness and efficiencies for our salesforce by helping to implement segmentation strategies, participating in the development of coverage and territory models, and defining sales tools and capabilities
  • Identifies business reporting needs and works with reporting teams / systems to drive deliberate assessment of goals and metrics through ad hoc reporting, dashboard development and tracking
  • Implements sales operations capabilities and best practices across the Sales Operations team; ensures alignment across broad initiatives and client specific initiatives
  • Leads and manages projects with broad business impact, often serving as the Sales Operations and client segment internal representative for NAD priorities and initiatives
  • Effectively works across NAD internal teams, building relationships and partnerships 
  • Provides department support and serves as a knowledge resource to the business area
  • Acts as a resource and mentor to other Sales Operations Specialists and team members


  • Bachelor’s degree required, MBA preferred
  • At least 5 years of financial services industry experience preferred
  • Strong project management capabilities; proficiency across the Microsoft Office suite of tools
  • Exceptional organization skills; strong attention to detail
  • Experienced sole contributor
  • Strong capability to identify issues and recommend solutions
  • Sound judgment in resolving matters of moderate complexity
  • Ability to influence groups and/or more senior associates
  • Possesses intellectual curiosity and robust analytical skills
  • Collaborates and works effectively as part of a team
  • Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders

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, Outside Sales, Project Manager, Sales, Technology