The Sales Operations Coordinator (Salesforce) supports the commercial success of the organization by ensuring seamless process, data management and cross-functional collaboration across the sales journey. The ideal candidate is detail-oriented, highly organized, equipped with best practices in highest-end consumer goods/services sales, and has an instinct to prioritizing an excellent customer experience.

Work onsite in Tustin CA Monday-Thursday + WFH Friday

Responsibilities

Manage sales opportunities across the sales funnel and across customer types (private astronaut, research, etc.) within Salesforce, ensuring data integrity for each individual’s sales journey and for the database broadly
Closely monitor all live sales opportunities, flagging priorities and driving timely follow-up actions for the Sales Team
Manage sales-related inbox, ensuring inquiries are responded to promptly and routed correctly
Interact with customers as appropriate (e.g. in scheduling sales consultations), representing the company in a professional and on-brand way
Track and report on third party referral fees, ensuring accuracy and timely inputs
Process payments and support refunds in coordination with finance
Manage required reporting on sales-related data
Serve as primary sales-related liaison across departments to ensure alignment on customer touchpoints, sales progress, and operational updates
Proactively identify opportunities to streamline administrative tasks and sales operations to improve efficiency
Create a positive and motivating sales environment, fostering a collaborative team culture
Coordinate the distribution and execution of customer contracts, and deliver a seamless handover to the customer relationship management team

Required Skills and Experience

Bachelor’s degree in relevant field
3 - 5 years of experience in a sales coordinator/support or executive support environment, preferably within high-end consumer products/services
Strong proficiency with Salesforce CRM (hands-on management of sales opportunities, data integrity, process improvement, etc.)
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment
Strong communication skills and a polished, customer-centric demeanor
Proficiency in Microsoft Office Suite
Proficiency in DocuSign

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Sales Operations Coordinator (Salesforce)