Sales Operations Coordinator — Salesforce & Data Analytics

Panelmatic; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA

Term life

AD&D

STD

LTD

401(k) matched

Educational reimbursement

PTO and paid holidays

Job summary

Panelmatic, Inc. seeks a highly organized Sales Operations Coordinator to support Sales Operations and Sales teams.

This role serves as a key partner to the Sales Operations Manager, focusing on Salesforce, sales reporting and analytics, process development, customer qualification requirements, and sales support. The ideal candidate is highly proficient in Salesforce, comfortable working with data and documentation, and able to manage multiple priorities in a fast-paced sales and manufacturing

Qualifications

• Strong Salesforce experience required.
• Experience working 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.
• Ability to analyze sales data and clearly communicate key trends and findings.
• Experience with customer/vendor portals, prequalifications, RFQs, bid documentation, or proposal support strongly preferred.

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

Excel

Tools

Outlook

Teams

Word

Microsoft 365

Job description

Panelmatic, Inc. seeks a highly organized Sales Operations Coordinator to support Sales Operations and Sales teams.

This role serves as a key partner to the Sales Operations Manager, focusing on Salesforce, sales reporting and analytics, process development, customer qualification requirements, and sales support. The ideal candidate is highly proficient in Salesforce, comfortable working with data and documentation, and able to manage multiple priorities in a fast-paced sales and manufacturing