Sales Appointment Allocation Manager (Home Improvement) Marketing Farmers Branch

Expo Home Improvement; Farmers Branch (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player in home remodeling is seeking a Sales Allocation Manager to optimize lead distribution and enhance sales performance. This role is pivotal in aligning marketing efforts with sales strategies, ensuring that the right leads reach the right sales professionals efficiently. The ideal candidate will leverage analytical skills and CRM expertise to drive improvements in lead management and appointment scheduling. Join a company that values collaboration and innovation, and be part of a team dedicated to transforming homes and lives through exceptional service and craftsmanship.

Qualifications

• 2-4 years of experience in sales operations or related fields.
• Strong analytical skills and proficiency with CRM systems.

Responsibilities

• Strategically assign sales appointments to maximize performance.
• Track KPIs and develop dashboards to visualize lead flow.

Skills

Sales Operations

CRM Management

Analytical Skills

Communication Skills

Data Analysis

Collaboration

Attention to Detail

Education

Bachelor's Degree in Business or Related Field

Tools

Salesforce

Excel

Google Sheets

Job description

Description

Company Overview

Expo Home Improvement is a top-rated Texas-based home remodeling company specializing in high-quality bathroom, kitchen, and window remodels for residential customers. With over 15 years of experience, we are recognized for exceptional craftsmanship, outstanding customer service, and a commitment to enhancing the lives of homeowners. Recognized as a Top Place to Work in the nation, our people-first approach fosters a supportive culture that drives excellence and growth. Beyond transforming homes, we are dedicated to building lasting relationships and making a positive impact in the communities we serve.

Position Summary

The Sales Allocation Manager is responsible for the strategic distribution of sales appointments to maximize rep performance, close rates, and customer satisfaction. This role ensures that the right leads are matched with the right sales professionals—quickly, accurately, and with performance in mind.

As the central link between Marketing, Inside Sales, and the Field Sales team, this person will leverage data to optimize appointment routing, improve workflow efficiency, and ensure continuous improvements to our lead management strategy. The ideal candidate is analytical, tech-savvy, detail-oriented, and understands how to align lead flow with business goals.

Key Responsibilities

Lead Assignment Strategy

• Strategically assign sales appointments to field reps based on rep performance, availability, lead type, and geographic coverage.
• Prioritize high-converting leads and ensure equitable and performance-based distribution.
• Maintain real-time visibility into scheduled appointments and adjust allocations as needed to meet business objectives.

Performance Monitoring & Reporting

• Track KPIs such as set rate, demo rate, close rate, and rep conversion by lead source.
• Develop and maintain dashboards to visualize lead flow and rep performance.
• Provide data-backed insights and recommendations to improve rep alignment and marketing ROI.

Cross-Functional Collaboration

• Partner with the Inside Sales team, Field Sales Managers, and Marketing to ensure lead allocation supports both strategic goals and daily field capacity.
• Serve as the go-to expert for questions or concerns related to lead distribution and appointment scheduling.
• Collect and incorporate rep feedback to continuously refine lead assignment logic.

Process Improvement

• Evaluate existing lead flow and scheduling processes to identify bottlenecks or inefficiencies.
• Recommend and implement changes to tools, systems, or workflows to enhance lead distribution outcomes.
• Stay informed on best practices in sales operations and lead management strategies.

Requirements

Skills & Experience

• 2–4 years of experience in sales operations, marketing operations, CRM management, or a related field.
• Strong analytical skills and proficiency with Excel/Google Sheets and CRM systems (Salesforce experience preferred).
• Ability to translate data into actionable insights that improve sales performance.
• High attention to detail and organizational skills with a solutions-oriented mindset.
• Excellent communication and collaboration abilities across departments.
• Experience in home services, remodeling, or other high-ticket B2C sales environments is a plus.

Core Competencies

• Analytical Thinking – Uses data to drive lead distribution strategies and improve results.
• Strategic Alignment – Balances business goals with rep performance to ensure optimal lead assignment.
• Collaboration – Works cross-functionally with Inside Sales, Marketing, and Field Teams.
• Adaptability – Responds effectively to changing conditions, lead flow, and team feedback.
• Attention to Detail – Ensures accurate and consistent data usage and lead management.

Working Conditions

• This role is based in an office environment at our Dallas headquarters.
• Standard business hours with occasional flexibility required for urgent scheduling needs.
• Occasional travel may be required for company events or regional collaboration.

Equal Opportunity Employer:

Expo Home Improvement is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Americans with Disabilities Act (ADA):

Expo Home Improvement is committed to complying with all applicable provisions of the ADA. We will provide reasonable accommodations for qualified individuals with disabilities unless doing so would cause an undue hardship.