Sales Jobs Colorado

The Tax Specialist will collaborate with fellow team members to review current and prospective client tax situations and will consult directly with advisors and clients around tax projections and strategies. Holistically review and identify problems, inefficiencies and opportunities related to estate and tax planning for clients. Work with internal Estate Planning Strategist on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections). Remain up to date on tax law changes and comfortable communicating the effects of any changes to advisors and clients. Help develop a national CPA and tax specialist network. Occasionally work with internal teams on developing and disseminating tax related content, from training for advisors, to Personal Capital’s official blog postings.

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.

We are looking for a dynamic B2B Content Writer who has experience working with sales managers and teams developing and producing engaging and educational content around our product for our B2B clients and prospects. As the B2B Content writer, you will be responsible for not only writing original content marketed specifically towards teams, but also re-purposing previously written content to make it more valuable for team usage. You will work alongside the The Content Marketing Manager, The Enterprise Marketing Manager, The Enterprise Sales Director, The Customer Success Managers, and The Enterprise Business Development Representatives to create collateral, website content, white papers, email, advertising copy, and LinkedIn content that is specifically crafted for teams.