Sales Operations Coordinator (Data-Driven | High Accountability)

Job Description

Job Description

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.

This role is the backbone of our sales organization—responsible for tracking performance, enforcing process discipline, and driving accountability through Salesforce .

If you’ve worked in home improvement, in-home sales, or a service-based business using Salesforce , you’ll have a major advantage.

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
  You will own visibility inside Salesforce

Dashboards, Reports & Scorecards

• Build and maintain Salesforce reports and dashboards
• Create daily/weekly performance scorecards by designer
• Track monthly targets vs actual performance
  Leadership relies on your data to make decisions

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
  Speed and follow-up directly impact revenue

Pipeline & Conversion Analysis

• Identify bottlenecks (low appointments, aging opportunities, low close rates)
• Flag underperforming designers or missed opportunities
  You catch problems before they cost money

Sales Team & Leadership Support

• Prepare reports for weekly sales meetings
• Support Sales Managers with clean, actionable data
• Help drive accountability across the team
  You make the sales team sharper and more effective

⚙️ CRM Discipline & Process Enforcement

• Ensure Salesforce is consistently and accurately updated
• Standardize how designers manage opportunities
• Clean up bad data and enforce process compliance
  No shortcuts—data integrity matters here

• 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

• Sales Manager = Coach & Leader
• This Role = Tracker, Enforcer, Analyst (inside Salesforce)

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

• 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

• 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

• 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

• Looking for a passive admin role
• Avoids data, metrics, or accountability
• No experience with CRM systems (especially Salesforce)