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 ...
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 ...
Seasonal: 4am Inbound (Stocking) (T1754)
Orem, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Seasonal: 4am Inbound (Stocking) (T1754)
Orem, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Seasonal: 4am Inbound (Stocking) (T1754)
Orem, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Seasonal: 4am Inbound (Stocking) (T1754)
Orem, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
GTM Operations Associate
Provo, UT · On-site
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
Quick apply
GTM Operations Associate
Provo, UT · On-site
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
GTM Operations Associate
Provo, UT · On-site
$50K - $90K/yr
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
GTM Operations Associate
Provo, UT · On-site
$50K - $90K/yr
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
GTM Operations Associate
Provo, UT · On-site
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
GTM Operations Associate
Provo, UT · On-site
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
Bilingual Inside Sales Representative
Sandy, UT · On-site
$18.25 - $25.25/hr
A certified Great Place To Work™ , Lansing has nearly 2,000 associates in 112 branches serving ... Handle inbound and outbound calls, answering customer inquiries and processing orders * Prepare ...
Bilingual Inside Sales Representative
Sandy, UT · On-site
$18.25 - $25.25/hr
A certified Great Place To Work™ , Lansing has nearly 2,000 associates in 112 branches serving ... Handle inbound and outbound calls, answering customer inquiries and processing orders * Prepare ...
GTM Operations Associate
Provo, UT · On-site
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
Quick apply
GTM Operations Associate
Provo, UT · On-site
... Sales, Marketing, Support, and HR. We believe that growth should be limited only by ambition, not ... Manage inbound lead flow from capture to handoff, including routing, enrichment, and CRM hygiene ...
Area Sales Manager
Lehi, UT · On-site
$50K - $60K/yr
... associates are entitled to the following:Medical, Dental, and Vision insurance plans plus Health ... Respond promptly to RFPs, inbound leads, and sales inquiries.Conduct outside sales calls, client ...
Quick apply
Area Sales Manager
Lehi, UT · On-site
$50K - $60K/yr
... associates are entitled to the following:Medical, Dental, and Vision insurance plans plus Health ... Respond promptly to RFPs, inbound leads, and sales inquiries.Conduct outside sales calls, client ...
Seasonal: Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of St
Orem, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Seasonal: Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of St
Orem, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Seasonal: Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of St
Provo, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Seasonal: Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of St
Provo, UT · On-site
$16/hr
A sales force of specialized consultants who provide tailored suggestions and solutions through ... Seasonal Inbound Expert * Seasonal Food & Beverage Expert * Seasonal Tech Consultant Find ...
Area Sales Manager
Lehi, UT · On-site
$50K - $60K/yr
... Eligible full-time associates are entitled to the following: * Medical, Dental, and Vision ... Respond promptly to RFPs, inbound leads, and sales inquiries. * Conduct outside sales calls, client ...
Area Sales Manager
Lehi, UT · On-site
$50K - $60K/yr
... Eligible full-time associates are entitled to the following: * Medical, Dental, and Vision ... Respond promptly to RFPs, inbound leads, and sales inquiries. * Conduct outside sales calls, client ...
Customer Success Associate
Provo, UT · On-site
Ensuring prospective and current customers receive the assistance they need from Coalition's sales, insurance, security and claims teams * Answering inbound questions and requests from prospective ...
Customer Success Associate
Provo, UT · On-site
Ensuring prospective and current customers receive the assistance they need from Coalition's sales, insurance, security and claims teams * Answering inbound questions and requests from prospective ...
Founder's Associate, Office of the CEO
Lehi, UT · On-site
$16 - $21.25/hr
ABOUT THE ROLE Podium is hiring a Founder's Associate to sit in the Office of the CEO and build ... a sales accelerant through inbound interest, deal credibility, and category authority. This is a ...
Founder's Associate, Office of the CEO
Lehi, UT · On-site
$16 - $21.25/hr
ABOUT THE ROLE Podium is hiring a Founder's Associate to sit in the Office of the CEO and build ... a sales accelerant through inbound interest, deal credibility, and category authority. This is a ...
Insurance Sales & Service Associate (Remote, Tech Startup)
Provo, UT · On-site +1
$100K/yr
Answering inbound calls from customers shopping auto, home, motorcycle, and other policies, and ... For sales path: Hourly wage of $19.00 - 21.00 plus uncapped commissions *Our most successful team ...
New
Insurance Sales & Service Associate (Remote, Tech Startup)
Provo, UT · On-site +1
$100K/yr
Answering inbound calls from customers shopping auto, home, motorcycle, and other policies, and ... For sales path: Hourly wage of $19.00 - 21.00 plus uncapped commissions *Our most successful team ...
New
Inbound and outbound calling to schedule new appointments * Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing and managing daily workflow and processes ...
Inbound and outbound calling to schedule new appointments * Client policy reviews and new enrollments * Servicing requested benefits for clients * Organizing and managing daily workflow and processes ...
Answer inbound buyer and seller inquiry calls in a professional and timely manner * Gather ... Associate's degree preferred * Applicants must possess exceptional organizational and verbal and ...
Quick apply
Answer inbound buyer and seller inquiry calls in a professional and timely manner * Gather ... Associate's degree preferred * Applicants must possess exceptional organizational and verbal and ...
Area Supervisor
South Jordan, UT · On-site
Responsible for receipt of all non-merchandise inbound deliveries (i.e. signs, supplies, special ... sales floor, Customer and Associate engagement and heightened Loss Prevention awareness. * As a ...
Area Supervisor
South Jordan, UT · On-site
Responsible for receipt of all non-merchandise inbound deliveries (i.e. signs, supplies, special ... sales floor, Customer and Associate engagement and heightened Loss Prevention awareness. * As a ...
Responsible for receipt of all non-merchandise inbound deliveries (i.e. signs, supplies, special ... sales floor, Customer and Associate engagement and heightened Loss Prevention awareness. * As a ...
Responsible for receipt of all non-merchandise inbound deliveries (i.e. signs, supplies, special ... sales floor, Customer and Associate engagement and heightened Loss Prevention awareness. * As a ...
Area Supervisor
Provo, UT · On-site
Responsible for receipt of all non-merchandise inbound deliveries (i.e. signs, supplies, special ... sales floor, Customer and Associate engagement and heightened Loss Prevention awareness. * As a ...
Area Supervisor
Provo, UT · On-site
Responsible for receipt of all non-merchandise inbound deliveries (i.e. signs, supplies, special ... sales floor, Customer and Associate engagement and heightened Loss Prevention awareness. * As a ...
Inbound Sales Associate information
See Provo, UT salary details
$8.41 - $10.48
7% of jobs
$10.48 - $12.55
14% of jobs
$12.82 is the 25th percentile. Wages below this are outliers.
$12.55 - $14.62
29% of jobs
$14.62 - $16.68
22% of jobs
$17.08 is the 75th percentile. Wages above this are outliers.
$16.68 - $18.75
14% of jobs
$18.75 - $20.82
5% of jobs
$20.82 - $22.88
3% of jobs
$22.88 - $24.95
2% of jobs
$24.95 - $27.02
1% of jobs
$27.02 - $29.09
1% of jobs
$29.09 - $31.15
1% of jobs
$8
$16
$31
How much do inbound sales associate jobs pay per hour?
What is the difference between Inbound Sales Associate vs Customer Service Representative?
| Aspect | Inbound Sales Associate | Customer Service Representative |
|---|---|---|
| Primary Role | Sell products/services to inbound leads | Assist customers with inquiries and support |
| Skills Needed | Sales techniques, product knowledge | Communication, problem-solving |
| Work Environment | Sales-focused, target-driven | Support-oriented, service-driven |
| Common Certifications | Sales certifications, CRM training | Customer service certifications, communication skills |
While both roles involve interacting with customers, an Inbound Sales Associate primarily focuses on converting inbound inquiries into sales, requiring sales skills and product knowledge. A Customer Service Representative handles support and problem resolution, emphasizing communication and customer satisfaction. The roles often overlap but serve different business functions.
What is an inbound sales associate?
What are common challenges faced by inbound sales associates, and how can they be overcome?
What skills and qualifications are needed to thrive as an inbound sales associate?
Is inbound sales associate difficult?

Full-time
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
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. Whilethis 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
- 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.
Qualifications:
Required
- 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.
About Capita Financial Network
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Sandy, UT, US
Year founded
2008