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Sr. Sales Operations Analyst

| Greater Denver Area

About us:

Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $650 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.

For more information on Personal Capital, please visit personalcapital.com.

The Role:

The ideal candidate is an expert with proven Sales Operations Management experience driving operational architecture and organizational efficiency in a high growth company.

The Sr. Sales Operations Analyst will provide strategic and operational support to the Sales Organization. Key responsibilities include working with Sales Management in the ownership and oversight of national sales lead flow and resource allocation, acting as liaison on sales automation issues, overseeing sales promotions and incentives, designing and maintaining sales reports, and executing the day-to-day flow of sales requests from all areas of the business.

Specific duties include, but are not limited to:

  • Ownership, optimization, and oversight of national sales lead flow and resource allocation - ensuring leads and resources are directed to the appropriate Advisors and monitoring for ongoing optimization and efficiency.
  • Participate in the planning and execution of new initiatives impacting sales.
  • Liaise with Sr. Management on a variety of one-off projects that impact the full Sales organization.
  • Coordinate with Marketing, Product, Technology, and Operations on projects and tests to drive sales.
  • Conduct the full suite of analyses to uncover insights about our sales process: Cohort Analysis, Funnel Analysis, Data/User Segmentation, etc.
  • Conceptualize and maintain key Sales performance reports and dashboards alongside Data Analytics.
  • Detect trends, identify opportunities, and provide actionable insights to Sales Management allowing them to make informed data-driven decisions to optimize prospecting efforts and resource allocation.
  • Design and analyze A/B tests to drive KPI improvements.
  • Coordinate sales-specific operational needs to support new hire onboarding.
  • Maintain intimate knowledge of the compensation system and provide operational support as needed.
  • Oversight of a variety of “run the business” tasks focusing on automation and efficiency to drive scale.


  • Must have in-depth knowledge of and passion for managing and improving Sales Operations.
  • Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field.
  • Proven experience in a Sales Operations Management, ideally in a direct to consumer industry
  • Familiarity with reporting systems including Tableau and Salesforce preferred, but not required.
  • Expert knowledge in analysis of business process, workflow, and modeling.
  • Ability to work closely with Senior Management and maintain strict levels of confidentiality.
  • Ability to take direction and work with autonomy.
  • Ability to exhibit strong decision making supported by quantitative data and qualitative rationale.
  • Exceptional verbal, written and listening communication skills.
  • Strong interpersonal skills, team-oriented, and collaborative.
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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • MySQLDatabases
    • SalesforceCRM
    • MarketoLead Gen


Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!


Sr. Recruiter

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.



How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.


HR & Talent Acquisition Manager

What are Personal Capital Perks + Benefits

Friends outside of work
Eat lunch together
Intracompany committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open door policy
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
Company Equity
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Promote from within
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