Sales Operations Coordinator (Data-Driven | High Accountability)

Closet Factory of San Carlos, CA; San Carlos (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A home services firm based in San Carlos is seeking a detail-driven Sales Operations Coordinator to support a sales team of over 25 designers. The role focuses on tracking performance, managing Salesforce reports and dashboards, and ensuring accountability across the sales process. Success in this position requires experience in Salesforce, familiarity with home improvement sales, and strong analytical skills. You will drive data integrity and support your team to improve sales efficacy.

Qualifications

• Experience working in Salesforce with reports and dashboards.
• Background in home services, home improvement, or in-home sales.
• Experience supporting a sales team with lead flow and appointment-based selling.

Responsibilities

• Track performance and enforce process discipline in Salesforce.
• Build and maintain Salesforce reports and dashboards.
• Monitor lead flow and response times to ensure accountability.

Skills

Analytical skills

Data management

Advanced Excel

Strong communication

Tools

Salesforce

Google Sheets

Job description

Overview

We are seeking a highly detail-driven, data-oriented Sales Operations Coordinator to support a fast-paced sales team of 25+ designers in the home services space.

This role is the backbone of our sales organization—responsible for tracking performance, enforcing process discipline, and driving accountability through Salesforce.

If you’ve worked in home improvement, in-home sales, or a service-based business using Salesforce, you’ll have a major advantage.

What You’ll Own

📊 Salesforce Performance Tracking (Daily)

• Track leads, contacts, and opportunities across the pipeline
• Monitor appointments set, completed, and converted
• Report on close rates, revenue, and average ticket 👉 You will own visibility inside Salesforce

📈 Dashboards, Reports & Scorecards

• Build and maintain Salesforce reports and dashboards
• Create daily/weekly performance scorecards by designer
• Track monthly targets vs actual performance 👉 Leadership relies on your data to make decisions

📞 Lead Flow & Speed-to-Lead Monitoring

• Ensure new leads are assigned and contacted quickly
• Monitor response times and follow-up activity
• Identify gaps in pipeline movement 👉 Speed and follow-up directly impact revenue

🧠 Pipeline & Conversion Analysis

• Identify bottlenecks (low appointments, aging opportunities, low close rates)
• Flag underperforming designers or missed opportunities 👉 You catch problems before they cost money

🤝 Sales Team & Leadership Support

• Prepare reports for weekly sales meetings
• Support Sales Managers with clean, actionable data
• Help drive accountability across the team 👉 You make the sales team sharper and more effective

⚙️ CRM Discipline & Process Enforcement

• Ensure Salesforce is consistently and accurately updated
• Standardize how designers manage opportunities
• Clean up bad data and enforce process compliance 👉 No shortcuts—data integrity matters here

What Success Looks Like

• Real-time visibility into every designer’s performance
• Faster lead response times and improved follow-up
• Higher conversion rates without increasing lead volume
• Clean, reliable Salesforce data
• A culture of accountability across the sales team

The Role (Important Distinction)

• Sales Manager = Coach & Leader
• This Role = Tracker, Enforcer, Analyst (inside Salesforce)

You are not selling—you are making sure the team performs.

Required Experience (This Matters)

• Experience working in Salesforce (reports, dashboards, pipeline tracking)
• Background in home services, home improvement, or in-home sales (highly preferred)
• Experience supporting a sales team with lead flow + appointment-based selling

Core Skills

• Strong analytical and data management skills
• Advanced Excel / Google Sheets (pivot tables, reporting)
• High attention to detail and process discipline
• Ability to manage multiple priorities in a fast-paced environment
• Strong communication and follow-up

Who Will Succeed Here

• Comfortable holding a sales team accountable
• Obsessed with clean data and accurate reporting
• Proactive—doesn’t wait to be told what’s wrong
• Understands how leads turn into revenue in a service business

Who Will NOT Be a Fit

• Looking for a passive admin role
• Avoids data, metrics, or accountability
• No experience with CRM systems (especially Salesforce)