Sales Operations Coordinator — Salesforce & Analytics

Panelmatic-Inc.-1; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) contributions

PTO and paid holidays

Career advancement opportunities

Competitive wages

Family-friendly environment

Job summary

Panelmatic, Inc. is seeking a highly organized Sales Operations Coordinator to support Sales Operations and Sales teams. This role focuses on Salesforce administration, data analytics, and process development in a fast-paced manufacturing environment.

The ideal candidate will excel in data integrity, SOP development, and cross-functional collaboration to ensure opportunities move efficiently through the sales cycle.

Qualifications

• Strong Salesforce experience required.
• Experience with Accounts, Contacts, Opportunities, reports, dashboards, and Salesforce data management.
• Strong Excel skills, including lookups, filtering, data analysis, and working with large datasets.
• Experience creating and interpreting Salesforce reports and dashboards.

Responsibilities

• Serve as a primary day-to-day Salesforce resource for the Sales organization.
• Create, update, and maintain Accounts, Contacts, Leads, Opportunities, and related records.
• Maintain accurate opportunity stages, close dates, values, customer information, project information, and supporting documentation.
• Build and maintain Salesforce reports, dashboards, list views, and filters.
• Monitor CRM data quality and identify missing, incomplete, or inconsistent information.
• Support Salesforce users with system questions, processes, and troubleshooting.
• Assist with testing new Salesforce fields, workflows, validation rules, automation, and process improvements.
• Support documentation and training for new or updated Salesforce processes.

Skills

Salesforce

Data analysis

CRM data management

Communication

Tools

Excel

Microsoft 365 (Outlook/Teams/Word)

Job description

Panelmatic, Inc. is seeking a highly organized Sales Operations Coordinator to support Sales Operations and Sales teams. This role focuses on Salesforce administration, data analytics, and process development in a fast-paced manufacturing environment.

The ideal candidate will excel in data integrity, SOP development, and cross-functional collaboration to ensure opportunities move efficiently through the sales cycle.