Sales Operations Coordinator

Boutique Recruiting; Los Angeles (CA); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid holidays

2 weeks accrued vacation

Performance-based bonus

Annual performance and compensation &

Training and professional development

Job summary

Boutique Recruiting in Los Angeles is seeking a Sales Operations Coordinator to support a high-performing sales team with reporting, transaction coordination, database maintenance and SOP creation. The role emphasizes accuracy, initiative, and hands-on operational support in a fast-paced environment.

The position is fully onsite in Los Angeles, CA as a temp-to-hire opportunity with a clear path to increased responsibility for those who learn quickly and improve processes.

Qualifications

• 3+ years of experience in sales operations, financial services operations, transaction support, sales administration, or a similar operational support role.
• Strong Microsoft Excel skills, including formulas, sorting and filtering, data validation, lookups and recurring reports.
• Exceptional attention to detail with demonstrated accuracy, judgment, and follow-through.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Professional written and verbal communication skills, including a polished phone presence.
• Proactive, resourceful mindset with the ability to take initiative rather than wait for direction.
• Strong note-taking skills and willingness to ask questions, learn new systems, and apply feedback.
• Ability to work effectively in a fast-paced, performance-driven environment.

Responsibilities

• Support daily sales operations, including reporting, transaction coordination, database maintenance, and administrative workflows.
• Assist with trade-desk activities by reviewing pricing, coordinating with vendors, documenting transactions and confirming completed trades.
• Prepare and maintain recurring monthly sales reports, performance calculations, and operational tracking.
• Track account activity, funding information, incentives, and database updates with a high level of accuracy.
• Manage incoming emails and assist with customer-facing communication and scheduling as needed.
• Create, organize, and maintain SOPs, process documentation, and operational resources.
• Identify opportunities to improve existing processes, procedures and reporting workflows.
• Support recruiting coordination, candidate screening and other sales-team initiatives as responsibilities expand.

Skills

Excel proficiency

Attention to detail

Organizational skills

Communication skills

Proactive mindset

Note-taking

Job description

Position Title

Sales Operations Coordinator

A growing financial services organization is looking for a sharp, highly organized Sales Operations Coordinator who thrives where accuracy, initiative, and follow-through matter. This role provides hands-on operational and administrative support to a high-performing sales organization, including sales reporting, transaction coordination, database maintenance, trade-desk support, and process documentation. The ideal candidate is proactive, detail-oriented, and highly coachable, with strong Excel skills and the judgment to take ownership of critical operational tasks.

This is a fully onsite, temp-to-hire opportunity in Los Angeles, CA, offering a clear path to increased responsibility for someone who proves they can learn quickly, improve processes, and become a trusted resource to the team.

Pay Range

$31.25 - $35.00 / hour

Responsibilities

• Support daily sales operations, including reporting, transaction coordination, database maintenance, and administrative workflows


• Assist with trade-desk activities by reviewing pricing, coordinating with vendors, documenting transactions and confirming completed trades


• Prepare and maintain recurring monthly sales reports, performance calculations, and operational tracking


• Track account activity, funding information, incentives, and database updates with a high level of accuracy


• Manage incoming emails and assist with customer-facing communication and scheduling as needed


• Create, organize, and maintain SOPs, process documentation, and operational resources


• Identify opportunities to improve existing processes, procedures and reporting workflows


• Support recruiting coordination, candidate screening and other sales-team initiatives as responsibilities expand

Requirements

• 3+ years of experience in sales operations, financial services operations, transaction support, sales administration, or a similar operational support role


• Strong Microsoft Excel skills, including formulas, sorting and filtering, data validation, lookups and recurring reports


• Exceptional attention to detail with demonstrated accuracy, judgment, and follow-through


• Strong organizational skills with the ability to manage multiple priorities and deadlines


• Professional written and verbal communication skills, including a polished phone presence


• Proactive, resourceful mindset with the ability to take initiative rather than wait for direction


• Strong note-taking skills and willingness to ask questions, learn new systems, and apply feedback


• Ability to work effectively in a fast-paced, performance-driven environment

Preferred Qualifications

• Experience supporting a sales organization or senior sales leader preferred


• Experience developing SOPs, training materials, or process documentation preferred


• Financial services, transaction, banking, brokerage, commodities, or related industry experience is a plus


• Familiarity with AI tools or technology is a plus

Benefits

• Medical, dental, and vision insurance options


• Paid holidays


• 2 weeks of accrued vacation


• Performance-based bonus opportunity


• Annual performance and compensation reviews


• Training and hands-on professional development