Sales Operations Associate - Internal Candidates Only

Sales Operations Associate - Internal Candidates Only 

Please note this is an internal position, we are only accepting candidates currently employed at Capita Financial Network. 

Who we are: Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!

Job:  Full-time, Monday – Friday, 9:00 am - 5:00 pm. 

Location:  Draper, UT

Position Summary:

The Sales Operations Associate plays a critical role in managing and optimizing Capita's inbound sales process. This individual will serve as the operational engine behind our client acquisition efforts, ensuring every prospective client receives a timely, organized, and professional experience.

Working closely with our advisors and marketing team, you'll manage inbound leads from multiple channels, coordinate outreach campaigns, qualify prospective clients, and help move opportunities efficiently through our sales pipeline. While  this is not a commissioned sales role , it is a highly impactful position that directly contributes to the firm's growth.

Responsibilities:

• Manage and organize inbound leads from multiple sources including:
  
  
  • Website inquiries
  
  
  • Marketing Campaigns
  
  
  • Social media
  
  
  • Email
  
  
  • Phone calls
  
  
  • Referrals
  
  


• Execute outreach campaigns to both warm and cold prospects through email, phone, and text.


• Operate and manage sales sequences within our CRM.


• Qualify and triage prospective clients to determine fit for Capita's advisory services.


• Schedule introductory meetings with financial advisors.


• Maintain accurate records and ensure CRM data integrity.


• Track lead progress through the sales funnel and identify opportunities to improve conversion rates.


• Coordinate with advisors to ensure smooth handoffs and exceptional prospect experience.


• Take ownership of sales process optimization by identifying bottlenecks, recommending solutions, and helping implement improvements across the client acquisition pipeline.


• Assist with reporting on lead activity, pipeline performance, and key sales metrics.

• 1+ years of experience in sales, customer service, banking, financial services, insurance, or wealth management.


• Exceptional organizational skills and attention to detail.


• Ability to manage multiple priorities simultaneously.


• Strong written and verbal communication skills.


• Comfortable speaking with prospective clients by phone.


• Professional, friendly, and service-oriented demeanor.


• Experience using CRM software (Salesforce experience is a plus).


• Ability to follow structured processes while identifying opportunities for improvement.


• Strong problem-solving skills and initiative.
  

Preferred

• Experience in financial services, banking, insurance, or wealth management.


• Basic understanding of personal finance and investment concepts.


• Experience executing outbound sales or marketing campaigns.


• Familiarity with email automation and sales sequencing tools.

Ideal Candidate

You enjoy creating order from complexity and thrive in fast-paced environments. You're energized by helping people, naturally organized, and comfortable balancing administrative responsibilities with client communication. You understand that delivering a great client experience starts long before someone becomes a client.

This role is ideal for someone who enjoys operations, sales support, relationship management, and continuous process improvement.

What Success Looks Like

• Every inbound lead receives prompt and professional follow-up.


• Sales pipelines remain organized and up to date.


• Qualified prospects are efficiently connected with advisors.


• Advisors spend more time advising and less time managing administrative tasks.


• Lead conversion processes become more efficient over time through continuous improvement.