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鈥攔esponsible for tracking performance, enforcing process discipline, and driving accountability through Salesforce.
If you鈥檝e worked in home improvement, in-home sales, or a service-based business using Salesforce, you鈥檒l have a major advantage.
What You鈥檒l Own
馃搳 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
馃憠 You will own visibility inside Salesforce
馃搱 Dashboards, Reports & Scorecards
- Build and maintain Salesforce reports and dashboards
- Create daily/weekly performance scorecards by designer
- Track monthly targets vs actual performance
馃憠 Leadership relies on your data to make decisions
馃摓 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
馃憠 Speed and follow-up directly impact revenue
馃 Pipeline & Conversion Analysis
- Identify bottlenecks (low appointments, aging opportunities, low close rates)
- Flag underperforming designers or missed opportunities
馃憠 You catch problems before they cost money
馃 Sales Team & Leadership Support
- Prepare reports for weekly sales meetings
- Support Sales Managers with clean, actionable data
- Help drive accountability across the team
馃憠 You make the sales team sharper and more effective
鈿欙笍 CRM Discipline & Process Enforcement
- Ensure Salesforce is consistently and accurately updated
- Standardize how designers manage opportunities
- Clean up bad data and enforce process compliance
馃憠 No shortcuts鈥攄ata integrity matters here
What Success Looks Like
- Real-time visibility into every designer鈥檚 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鈥攜ou 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鈥攄oesn鈥檛 wait to be told what鈥檚 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)