Sales Operations Coordinator (Data-Driven | High Accountability) at Closet Factory of San Carlos, CA in San Carlos, CA

Job description

• 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.
• 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

Responsibilities

• 📊 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

Requirements

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

Skills

Required

• Strong communication and follow-up