The Capital Group Companies, Inc

Senior Sales Operations Specialist

The Capital Group Companies, Inc$111K — $179K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in sales operations or a related field.
  • Proficiency in CRM and sales analytics tools including Power BI and Anaplan.
  • Strong analytical skills with a data-driven approach to problem solving.
  • Exceptional organizational and communication skills.
  • Expertise in retirement plans, specifically defined contribution plans.
  • Ability to collaborate effectively across multiple functions and drive continuous improvement.

Responsibilities

  • Support end-to-end sales initiatives from intake to execution.
  • Produce and maintain reporting and metrics to drive insights.
  • Contribute to business planning and alignment with key goals.
  • Identify process gaps and lead initiatives for continuous improvement.
  • Collaborate with cross-functional teams for effective execution.
  • Support sales tools rollout and adoption tracking.
  • Facilitate meetings ensuring clarity on actions and outcomes.

Benefits

  • Individual annual performance bonus.
  • Capital's annual profitability bonus.
  • Retirement plan with a 15% contribution from Capital on eligible earnings.
Full Job Description
"I can succeed as a Senior Sales Operations Specialist"

As a Senior Sales Operations Specialist, you will execute recurring and project-based work that enables the Advisor Sold Retirement client segment and sales force to perform at a high level. You will own deliverables end-to-end with speed and accuracy, partner across functions to move work forward, turn strategy into execution, and continuously improve how we operate while supporting North American Client Group (NACG) priorities.

"I am the person Capital Group is looking for."
  • You will support sales initiatives end to end from intake through execution, including requirements, timelines, dependencies, and status tracking.
  • You will produce and maintain reporting and metrics, partnering with Insights & Analytics to identify trends, leveraging data to drive insights and decisions.
  • You will contribute to business planning and prioritization, ensuring alignment to key goals.
  • You will identify process gaps and drive continuous improvements, documenting best practices and embed them into playbooks and standard operating procedures.
  • You will collaborate cross-functionally (Sales, Marketing, Product, I&A, NACG) to ensure alignment and effective execution.
  • You will support sales tools and capabilities (e.g., CRM, Seismic, Power BI and Anaplan), including coordination, rollout, and adoption tracking.
  • You will facilitate meetings and ensure clear actions, decisions, and follow-ups.
  • You will provide day-to-day operational support, including workflows, coordination, and follow-through.
  • You are action-oriented, organized, and communicate clearly while managing priorities and deadlines.
  • You bring strong analytical, collaboration, and learning agility skills, with proficiency in Microsoft Office tools and adaptability to new technologies, including AI-enabled tools.
  • You are a subject matter expert in retirement plans, including defined contribution plans, and leverage this expertise to assist in optimizing the sales cycle.


"I can apply in less than 4 minutes."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

Los Angeles Base Salary Range: $111,920-$179,072

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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