Business Operations Coordinator - Window & Door Sales

Designer Window Supply; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Designer Window Supply is seeking a highly organized Business Operations Coordinator to keep our sales organization, financial administration, showroom, CRM, and business systems running accurately and efficiently.

This role supports revenue growth by removing administrative work from the sales team, maintaining accurate information, and ensuring contracts and customer payments move smoothly. The position requires cross-functional collaboration and a proactive problem-solving mindset.

Qualifications

• 3+ years in business operations, sales operations, office operations, accounting administration, or a similar cross-functional role.
• Experience with QuickBooks Online, and CRM systems, preferably HubSpot.
• Experience with accounts receivable, invoicing, collections, or contract administration.
• Experience supporting payroll and employee reimbursements.
• Experience reviewing sales commissions or incentive compensation.
• Working knowledge of accounts payable and basic accounting workflows.
• Strong Microsoft Excel, Outlook, Word, and general computer skills.
• Experience working with outside accountants, payroll providers, marketing firms, IT providers, or other outsourced business partners.
• Experience in construction, building materials, design, architecture, home improvement, or another project-based business is a plus.
• Experience with AI tools, workflow automation, or process improvement is highly desirable.

Responsibilities

• Help keep our sales organization, financial administration, showroom, CRM, and business systems running accurately and efficiently.
• Remove administrative work from the sales team to support revenue growth.
• Maintain accurate business information and keep contracts and customer payments moving.
• Coordinate lead flow and identify opportunities to simplify or automate repetitive work.
• Serve as the operational backbone behind a sales-driven organization.
• Ensure HubSpot contains reliable sales and customer information and that data stays current.

Skills

Organizational skills

Attention to detail

Process improvement

Cross-functional collaboration

Independent work

Communication

Tools

QuickBooks Online

HubSpot CRM

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Potential annual performance bonus of $2,000-$5,000

Designer Window Supply is seeking a highly organized, systems-minded Business Operations Coordinator to help keep our sales organization, financial administration, showroom, CRM, and business systems running accurately and efficiently.

This position supports revenue growth by removing administrative work from the sales team, maintaining accurate business information, keeping contracts and customer payments moving, coordinating lead flow, and identifying opportunities to simplify or automate repetitive work.

We are looking for someone who takes ownership, catches details before they become problems, enjoys improving processes, and can work independently across multiple areas of a small business. This role is ideal for someone who enjoys being the operational backbone behind a sales-driven organization and wants the opportunity to improve how a growing small business operates. Our team values accuracy, collaboration, communication, follow-through, and finding better ways to serve our customers.

Designer Window Supply is a specialized window and door supplier serving custom residential construction and remodeling projects. We collaborate with homeowners, builders, architects, designers, installers, and manufacturers to guide window and door projects from product selection through ordering and delivery.

Success means:

• Customer contracts, deposits, billing, and collections remain current and accurate
• Payroll and commission information is submitted correctly and on schedule
• Leads are routed quickly with clear ownership
• HubSpot contains reliable sales and customer information
• Salespeople spend less time performing administrative work
• Leadership can quickly see accurate sales and operational information
• Repetitive administrative work becomes increasingly standardized or automated
• Business systems stay organized without constant leadership oversight
• Showroom and office operations run professionally and reliably
• Important renewals, deadlines, and administrative requirements do not fall through the cracks

A strong candidate is a person who naturally organizes the process, asks why something is being done manually, catches inconsistencies, and follows an issue through until it is resolved.

• 3+ years in business operations, sales operations, office operations, accounting administration, or a similar cross-functional role
• Experience with Quickbooks Online, and CRM systems, preferably HubSpot
• Experience with accounts receivable, invoicing, collections, or contract administration
• Experience supporting payroll and employee reimbursements
• Experience reviewing sales commissions or incentive compensation
• Working knowledge of accounts payable and basic accounting workflows
• Strong Microsoft Excel, Outlook, Word, and general computer skills
• Experience working with outside accountants, payroll providers, marketing firms, IT providers, or other outsourced business partners
• Experience in construction, building materials, design, architecture, home improvement, or another project-based business is a plus
• Experience with AI tools, workflow automation, or process improvement is highly desirable