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CRM Product Specialist

Learn more about Capital Group
Capital Group

Capital Group

CRM Product Specialist

Remote
Full Time
Paid
  • Responsibilities

    LOCATION: Los Angeles, CA

    OTHER LOCATION(S): N/A

    RELOCATION BENEFITS OFFERED: Yes

    TRAVEL REQUIRED: a. Up to 25%

    "I CAN BE MYSELF AT WORK."

    You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world everything that makes you unique. We're working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

    We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

    "I CAN INFLUENCE MY INCOME."

    You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

    "I CAN LEAD A FULL LIFE."

    You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

    • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
    • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
    • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

    COVID-19 HIRING: OUR RECRUITING AND ONBOARDING ACTIVITIES ARE VIRTUAL DURING THE PANDEMIC AND WE'VE TRANSITIONED TO A WORK-FROM-HOME ENVIRONMENT UNTIL FURTHER NOTICE. WE ARE OFFERING GENEROUS WORK-FROM-HOME BENEFITS TO IMPROVE OUR ASSOCIATE'S ABILITY TO WORK REMOTELY.

    "I CAN SUCCEED AS A CRM PRODUCT SPECIALIST SUPPORTING THE INSTITUTIONAL RETIREMENT CLIENT SEGMENT AT CAPITAL GROUP."

    As a CRM Product Specialist, you are responsible for managing and executing the business strategy/outcomes for our Institutional Retirement client segment. This huge segment involves large to mid-sized retirement plans, where Capital group products are uniquely positioned for growth. This role requires you to navigate a high degree of complexity with stakeholders ranging from Sales, Service, Marketing, Analytics, and Governance.

    This team under Sales Enablement works directly on Salesforce.com and related applications/platforms to deliver a best-in-class CRM tool for our sales teams to achieve their goals. A 2000+ user base requires you to understand complexities, manage expectations, and balance different user groups. The ideal candidate thrives in these conditions and works well under pressure.

    "I AM THE PERSON CAPITAL GROUP IS LOOKING FOR."

    • You have extensive experience in all things salesforce.com including sales and marketing clouds, integrations, app exchange products, and data modeling.
    • You bring your robust experience in the financial services industry and acumen on sales team's business processes for the Institutional Retirement client space.
    • You have a proven ability in developing vision, strategy, and roadmap in projects or initiatives.
    • You have abundant experience in large scale project management including managing stakeholder expectations, timelines, training, and change management, across multiple departments
    • You are a proven leader with a track record of partnering with agile teams in developing and executing product launches and enhancements.
    • You have the unique ability to work with/build relationships across all levels of the organization from executives/leaders to associates to contractors, and different departments from business, IT, analytics, and governance.
    • You enjoy working independently and collaboratively solving ambiguous business problems, can learn quickly to understand dependencies, and recommend appropriate solutions.

    "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.

    "I CAN LEARN MORE ABOUT CAPITAL GROUP."

    At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

    NEAREST MAJOR MARKET: Los Angeles

    JOB SEGMENT: Social Media, Project Manager, CRM, Data Modeler, Marketing, Technology, Data

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.