Sales Operations Coordinator

Lear Capital

Los Angeles (CA)

On-site

USD 65,000 - 72,000

Full time

4 days ago
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Job summary

Lear Capital in Los Angeles is seeking a Sales Operations Coordinator to support a 35+ person sales team with hands-on operational and administrative duties. This on-site role reports to the Senior Director of Sales and emphasizes reporting, data accuracy, and coordination of day-to-day activities.

The ideal candidate has 3+ years in sales operations or financial services, is proficient in Excel, and can manage multiple deadlines with a professional, service-oriented approach.

Qualifications

  • 3+ years in sales operations or financial services operations.
  • Strong Microsoft Excel skills with formulas, lookups, and data maintenance.
  • Excellent organizational and time-management abilities.
  • Strong verbal and written communication skills.
  • Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Support the daily operational needs of a 35+ person sales team.
  • Prepare, maintain, and distribute recurring sales performance and operational reports.
  • Update and manage reporting spreadsheets using internal data systems.
  • Track sales activity, pipeline data, performance metrics, and incentives.
  • Investigate discrepancies in reports before finalization.
  • Perform accurate data entry and maintain transaction records.
  • Assist with reporting, scheduling, and administrative coordination for the Senior Director of Sales.
  • Help identify opportunities to improve reporting processes and efficiency.
  • Communicate with providers to confirm purchases and buyback transactions.
  • Assist with trade-related administrative processes and documentation.
  • Develop working knowledge of precious metals products and pricing.

Skills

Excel advanced
Data analysis
Reporting
Organizational skills
Communication

Job description

Join a High-Performing Team at a Leading Precious Metals Firm

Lear Capital is seeking a highly organized, detail-oriented Sales Operations Coordinator to support the daily operations of our sales organization.

Please note: This is a fully on-site position in Los Angeles. Candidates should live within approximately a 30-minute commute of the office.

Reporting directly to the Senior Director of Sales, the Sales Operations Coordinator provides hands‑on operational and administrative support to a team of more than 35 sales representatives. The role supports sales reporting, transaction coordination, database maintenance, recruiting coordination, and other day‑to‑day operational needs of the sales organization.

The ideal candidate is highly organized, comfortable working with data and reports, attentive to detail, and enjoys being a dependable operational resource in a fast‑paced sales environment.

Since 1997, Lear Capital has completed more than $3 billion in precious metals transactions for over 100,000 customers and maintains an A+ rating with the Better Business Bureau.

What You'll Do
  • Support the daily operational needs of a 35+ person sales team.
  • Prepare, maintain, and distribute recurring sales performance, activity, and operational reports.
  • Update and manage reporting spreadsheets using data from internal systems and databases.
  • Track sales activity, pipeline information, performance metrics, incentives, and other operational data.
  • Review reporting data for accuracy and investigate discrepancies before reports are finalized.
  • Perform accurate data entry and maintain sales and operational records.
  • Assist the Senior Director of Sales with reporting, correspondence, scheduling, and administrative coordination.
  • Help identify opportunities to improve reporting processes, organization, and operational efficiency.
  • Communicate with metals providers to confirm purchases and buyback transactions.
  • Assist with trade‑related administrative processes and documentation.
  • Maintain accurate transaction information and related records.
  • Develop a working knowledge of precious metals products, pricing, and operational procedures.
Communication & Process Documentation
  • Assist with communicating process updates, policy changes, and operational announcements to the sales organization.
  • Create and maintain process documentation, SOPs, and sales reference materials.
  • Utilize available tools and technology to organize and maintain operational knowledge resources.
  • Ensure documentation remains accurate, current, and easily accessible to team members.
Administrative & Customer Support
  • Monitor shared customer‑care communications and respond or route inquiries to the appropriate department.
  • Track follow‑up items and escalated issues when necessary.
  • Follow up on administrative requests and status updates.
  • Provide general administrative support to the Senior Director of Sales and sales organization as needed.
  • Maintain a professional, responsive, and service‑oriented approach when interacting with customers and internal teams.
Recruiting & Employee Coordination
  • Assist with initial applicant screening and interview coordination.
  • Coordinate candidate assessments, interview scheduling, and related documentation.
  • Support new‑hire onboarding and employee offboarding activities.
  • Maintain related departmental records and employee information as needed.
Qualifications
Required
  • 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 experience with formulas, sorting/filtering, data validation, lookups, and maintaining recurring operational reports.
  • Excellent organizational and time‑management skills.
  • High attention to detail and commitment to accuracy.
  • Strong verbal and written communication skills.
  • Ability to manage multiple priorities and recurring deadlines in a fast‑paced environment.
  • Strong follow‑through and ability to work independently within established processes.
  • Professional demeanor and strong customer‑service orientation.
  • Ability to work effectively with multiple stakeholders and departments.
Preferred Experience
  • Experience supporting a sales organization or senior sales leader.
  • Experience creating and maintaining operational or performance reports.
  • Experience creating SOPs, process documentation, or training materials.
  • Exposure to precious metals, commodities, financial services, mortgage, escrow, banking, brokerage, or other transaction‑based environments.
  • Familiarity with AI‑assisted productivity tools such as ChatGPT.
  • Strong analytical and problem‑solving skills.
Compensation
  • Base Salary: $65,000–$72,000 annually, depending on experience
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