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Jobs · Sales · California

Sales Operations Coordinator (Data-Driven | High Accountability)

Closet Factory · San Carlos, CA · 2 mo ago
SalesFull-time

Overview

We are seeking a highly detail-driven, data-oriented Sales Operations Coordinator to support a fast-paced sales team of 25+ designers in the home services space.

What You’ll Own

  • 📊 Salesforce Performance Tracking (Daily)

    • Track leads, contacts, and opportunities across the pipeline
    • Monitor appointments set, completed, and converted
    • Report on close rates, revenue, and average ticket

  • 📈 Dashboards, Reports & Scorecards

    • Create and maintain Salesforce reports and dashboards
    • Create daily/weekly performance scorecards by designer
    • Track monthly targets vs actual performance

  • 📞 Lead Flow & Speed-to-Lead Monitoring

    • Ensure new leads are assigned and contacted quickly
    • Monitor response times and follow-up activity
    • Identify gaps in pipeline movement

  • 🧠 Pipeline & Conversion Analysis

    • Identify bottlenecks (low appointments, aging opportunities, low close rates)
    • Flag underperforming designers or missed opportunities

  • 🤝 Sales Team & Leadership Support

    • Prepare reports for weekly sales meetings
    • Support Sales Managers with clean, actionable data
    • Help drive accountability across the team

  • ⚙️ CRM Discipline & Process Enforcement

    • Ensure Salesforce is consistently and accurately updated
    • Standardize how designers manage opportunities
    • Clean up bad data and enforce process compliance

What Success Looks Like

  • Real-time visibility into every designer’s performance

  • Faster lead response times and improved follow-up

  • Higher conversion rates without increasing lead volume

  • Clean, reliable Salesforce data

  • A culture of accountability across the sales team

The Role (Important Distinction)

  • Sales Manager = Coach & Leader

  • This Role = Tracker, Enforcer, Analyst (inside Salesforce)

You are not selling—you are making sure the team performs.

Required Experience (This Matters)

  • Experience working in Salesforce (reports, dashboards, pipeline tracking)

  • Background in home services, home improvement, or in-home sales (highly preferred)

  • Experience supporting a sales team with lead flow + appointment-based selling

Core Skills

  • Strong analytical and data management skills

  • Advanced Excel / Google Sheets (pivot tables, reporting)

  • High attention to detail and process discipline

  • Ability to manage multiple priorities in a fast-paced environment

  • Strong communication and follow-up

Who Will Succeed Here

  • Comfortable holding a sales team accountable

  • Obsessed with clean data and accurate reporting

  • Proactive—doesn’t wait to be told what’s wrong

  • Understands how leads turn into revenue in a service business

Who Will NOT Be a Fit

  • Looking for a passive admin role

  • Avoids data, metrics, or accountability

  • No experience with CRM systems (especially Salesforce)

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