Sales Operations Coordinator: CRM, Quotes & Reporting

AppleOne Employment Services; California (MO); On-site; USD 33,000 - 34,000; Full time

Job summary

AppleOne Employment Services in Escondido, CA is seeking a detail-oriented Sales Assistant for a direct hire. The role supports a busy sales team with CRM management, quote preparation, reporting, and coordination across departments.

You will collaborate with sales, marketing, operations, and international teams while gaining exposure to CRM systems and trade show coordination. The ideal candidate is proactive, process-driven, and focused on timely follow-up and clean data.

Qualifications

• CRM management experience is a plus.
• Strong attention to detail and accuracy.
• Excellent communication and follow-through.

Responsibilities

• Manage and clean CRM data, assign leads, track follow-up, and ensure data accuracy.
• Prepare, review, and improve quote templates and customer-facing quotes.
• Schedule tasks, track sales activity, and support the sales operations workflow.
• Communicate with sales reps about client needs, presentations, and coordination.
• Generate and analyze reports using QuickBooks and CRM systems to support decisions.
• Assist with marketing and trade show coordination and material submissions.

Job description

AppleOne Employment Services in Escondido, CA is seeking a detail-oriented Sales Assistant for a direct hire. The role supports a busy sales team with CRM management, quote preparation, reporting, and coordination across departments.

You will collaborate with sales, marketing, operations, and international teams while gaining exposure to CRM systems and trade show coordination. The ideal candidate is proactive, process-driven, and focused on timely follow-up and clean data.