Sales Operations Lead

Capital Group; Irvine (CA); On-site; USD 136,000 - 219,000; Full time

Job summary

Join a forward-thinking company as an Institutional Sales Operations Lead, where you'll partner with leadership to drive strategic initiatives for the Institutional business. Your role will involve facilitating business planning, collaborating with cross-functional teams, and enhancing sales data reporting. This position offers a unique opportunity to influence decision-making and advocate for the Institutional segment while navigating a dynamic environment. With a competitive salary and comprehensive benefits, this role is perfect for someone looking to make a significant impact in a thriving organization.

Benefits

Annual performance bonus

Profitability bonus

Retirement plan with 15% contribution

Qualifications

• Strong understanding of financial principles and investment strategies.
• Experience in managing multiple projects and stakeholder needs.

Responsibilities

• Drive business planning processes and ensure alignment with goals.
• Collaborate with various teams to enable effective decision-making.
• Enhance sales data reporting and develop sales initiatives.

Skills

Business Planning

Stakeholder Management

Sales Data Reporting

Financial Principles

Communication Skills

Salesforce.com

Excel

PowerPoint

MS Teams

Project Management

Tools

Salesforce.com

Seismic

Excel

PowerPoint

MS Teams

Job description

Job Title: Institutional Sales Operations Lead

As an Institutional Sales Operations Lead in the NACG Business Operations Group, you will act as a business partner to the Institutional segment leadership, guiding the development and execution of objectives, strategies, and initiatives for the Institutional business. Your responsibilities will include facilitating and leading the business planning and review process, developing and executing segment initiatives across cross-functional teams, coordinating sales force messaging, and analyzing data to assess the health of the business. Your strengths include managing ambiguity while navigating evolving circumstances.

Key Responsibilities:

1. Drive and participate in the business planning process, ensuring projects and initiatives align with business goals, including agenda setting, meeting coordination, and follow-ups.
2. Collaborate with Sales Leadership, Marketing, Product, Insights and Analytics, Global Client Services, and other stakeholders to synthesize information and enable effective decision-making.
3. Coordinate segment-level and global client events, as well as sales training events.
4. Enhance sales data reporting for the Institutional team, including territory management, pipeline management, and reporting.
5. Create and maintain industry-level sales reports and data.
6. Develop and execute sales initiatives and create messaging that aligns with audience needs and compliance guidelines.
7. Represent the voice of the field internally and advocate for the Institutional segment in NACG initiatives.
8. Continuously seek operational improvements to enhance effectiveness and efficiency.
9. Possess a solid understanding of financial principles, investment strategies, and Institutional offerings at Capital Group.
10. Understand the client and intermediary relationships within the Institutional business, including interactions across the sales and service cycle.
11. Set and achieve goals, manage multiple projects, and handle stakeholder needs effectively.
12. Communicate effectively through strong written and verbal skills, with comfort in internal presentations.
13. Experience with sales tools such as Salesforce.com, Seismic, Excel, PowerPoint, MS Teams is preferred.

Compensation and Benefits:

Southern California Base Salary Range: $136,858 - $218,973. In addition to a competitive base salary, you will be eligible for an annual performance bonus, Capital's profitability bonus, and a retirement plan with a 15% contribution from Capital.

Learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from these plans.

Equal Opportunity Employer Statement:

We are committed to equal employment opportunity and prohibit discrimination based on race, religion, color, national origin, sex, age, disability, and other protected characteristics as per applicable laws.