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 ...
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 ...
Operations Associate
$16 - $20/hr
We'll also train you on customer service, logistics, truck operations, and negotiation so you can wow our customers! If you can drive a truck and lift heavy items like couches, mattresses, dressers ...
Operations Associate
$16 - $20/hr
We'll also train you on customer service, logistics, truck operations, and negotiation so you can wow our customers! If you can drive a truck and lift heavy items like couches, mattresses, dressers ...
GTM Operations Associate
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GTM Operations Associate
Provo, UT ยท On-site
$50K - $90K/yr
Role GTM Operations Associate | Full-Time | On-Site (Provo, UT) About Atonom At Atonom.ai, we are defining the Autonomous Era by building the world's first true "Cloud Employees", intelligent AI ...
Operations Associate
$16 - $20/hr
We'll also train you on customer service, logistics, truck operations, and negotiation so you can wow our customers! If you can drive a truck and lift heavy items like couches, mattresses, dressers ...
Operations Associate
$16 - $20/hr
We'll also train you on customer service, logistics, truck operations, and negotiation so you can wow our customers! If you can drive a truck and lift heavy items like couches, mattresses, dressers ...
GTM Operations Associate
Provo, UT ยท On-site
Role GTM Operations Associate | Full-Time | On-Site (Provo, UT) About Atonom At Atonom.ai, we are defining the Autonomous Era by building the world's first true "Cloud Employees", intelligent AI ...
GTM Operations Associate
Provo, UT ยท On-site
Role GTM Operations Associate | Full-Time | On-Site (Provo, UT) About Atonom At Atonom.ai, we are defining the Autonomous Era by building the world's first true "Cloud Employees", intelligent AI ...
GTM Operations Associate
Provo, UT ยท On-site
Salary: $50,000 to $90,000 Role GTM Operations Associate | Full-Time | On-Site (Provo, UT) About Atonom At Atonom.ai, we are defining the Autonomous Era by building the worlds first true "Cloud ...
Quick apply
GTM Operations Associate
Provo, UT ยท On-site
Salary: $50,000 to $90,000 Role GTM Operations Associate | Full-Time | On-Site (Provo, UT) About Atonom At Atonom.ai, we are defining the Autonomous Era by building the worlds first true "Cloud ...
Warehouse Associate
Salt Lake City, UT ยท On-site
$15.50 - $18.50/hr
Operations Associate We are looking for an energetic and highly-motivated Operations Associate who is interested in working in a dynamic, fast paced warehouse environment. We offer plenty of room for ...
Warehouse Associate
Salt Lake City, UT ยท On-site
$15.50 - $18.50/hr
Operations Associate We are looking for an energetic and highly-motivated Operations Associate who is interested in working in a dynamic, fast paced warehouse environment. We offer plenty of room for ...
We are a fun, exciting, and high-performance team looking for our newest Operations & Logistics Associate. Members of the Logistics team support the management of our most important assets, our ...
Quick apply
We are a fun, exciting, and high-performance team looking for our newest Operations & Logistics Associate. Members of the Logistics team support the management of our most important assets, our ...
Customer Operations Associate We're hiring Team: Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour ...
Customer Operations Associate We're hiring Team: Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour ...
Customer Operations Associate We're hiring Team: Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour ...
Quick apply
Customer Operations Associate We're hiring Team: Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour ...
Customer Operations Associate We're hiring Team: Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour ...
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We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
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Salt Lake City, UT ยท Remote
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Alternative Investment Operations - Associate
Salt Lake City, UT ยท Remote
$70K - $85K/yr
About the Role iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving ...
We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
We're seeking someone to join our team as an Associate in ISG Equity Operations responsible for providing first class service and break resolution for a number of clients over various products for ...
Alternative Investment Operations - Associate
Salt Lake City, UT ยท On-site
$70K - $85K/yr
About the Role iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving ...
Alternative Investment Operations - Associate
Salt Lake City, UT ยท On-site
$70K - $85K/yr
About the Role iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving ...
Summary The Operations Associate supports the day-to-day administrative, logistical, and operational functions of the Foundation, bridging corporate employee wellness initiatives with community ...
Summary The Operations Associate supports the day-to-day administrative, logistical, and operational functions of the Foundation, bridging corporate employee wellness initiatives with community ...
Summary The Operations Associate supports the day-to-day administrative, logistical, and operational functions of the Foundation, bridging corporate employee wellness initiatives with community ...
Quick apply
Summary The Operations Associate supports the day-to-day administrative, logistical, and operational functions of the Foundation, bridging corporate employee wellness initiatives with community ...
Summary The Operations Associate supports the day-to-day administrative, logistical, and operational functions of the Foundation, bridging corporate employee wellness initiatives with community ...
Quick apply
Summary The Operations Associate supports the day-to-day administrative, logistical, and operational functions of the Foundation, bridging corporate employee wellness initiatives with community ...
Operation Associate information
See Utah salary details
$10.29 - $13.77
9% of jobs
$16.04 is the 25th percentile. Wages below this are outliers.
$13.77 - $17.25
24% of jobs
The median wage is $19.90 / hr.
$17.25 - $20.73
22% of jobs
$20.73 - $24.21
16% of jobs
$25.76 is the 75th percentile. Wages above this are outliers.
$24.21 - $27.69
9% of jobs
$27.69 - $31.17
7% of jobs
$31.17 - $34.66
4% of jobs
$34.66 - $38.14
4% of jobs
$38.14 - $41.62
3% of jobs
$41.62 - $45.10
1% of jobs
$45.10 - $48.58
0% of jobs
$10
$23
$48
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Full-time
Re-posted 12 days ago
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