Quick Overview
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.
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 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
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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