Sales Operations Coordinator; Salesforce

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

• 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

• 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