Sales Operations Coordinator

Position Title : Sales Operations Coordinator

A growing financial services organization is looking for a sharp, highly organized Sales Operations Coordinator who thrives where accuracy, initiative, and follow-through matter. This role provides hands-on operational and administrative support to a high-performing sales organization, including sales reporting, transaction coordination, database maintenance, trade-desk support, and process documentation. The ideal candidate is proactive, detail-oriented, and highly coachable, with strong Excel skills and the judgment to take ownership of critical operational tasks.

This is a fully onsite, temp-to-hire opportunity in Los Angeles, CA , offering a clear path to increased responsibility for someone who proves they can learn quickly, improve processes, and become a trusted resource to the team.

Pay Range: $31.25 - $35.00 / hour

Responsibilities

• Support daily sales operations, including reporting, transaction coordination, database maintenance, and administrative workflows
• Assist with trade-desk activities by reviewing pricing, coordinating with vendors, documenting transactions and confirming completed trades
• Prepare and maintain recurring monthly sales reports, performance calculations, and operational tracking
• Track account activity, funding information, incentives, and database updates with a high level of accuracy
• Manage incoming emails and assist with customer-facing communication and scheduling as needed
• Create, organize, and maintain SOPs, process documentation, and operational resources
• Identify opportunities to improve existing processes, procedures and reporting workflows
• Support recruiting coordination, candidate screening and other sales-team initiatives as responsibilities expand

Requirements

• 3+ years of experience in sales operations, financial services operations, transaction support, sales administration, or a similar operational support role
• Strong Microsoft Excel skills, including formulas, sorting and filtering, data validation, lookups and recurring reports
• Exceptional attention to detail with demonstrated accuracy, judgment, and follow-through
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Professional written and verbal communication skills, including a polished phone presence
• Proactive, resourceful mindset with the ability to take initiative rather than wait for direction
• Strong note-taking skills and willingness to ask questions, learn new systems, and apply feedback
• Ability to work effectively in a fast-paced, performance-driven environment

Preferred Qualifications

• Experience supporting a sales organization or senior sales leader preferred
• Experience developing SOPs, training materials, or process documentation preferred
• Financial services, transaction, banking, brokerage, commodities, or related industry experience is a plus
• Familiarity with AI tools or technology is a plus

Benefits

• Medical, dental, and vision insurance options
• Paid holidays
• 2 weeks of accrued vacation
• Performance-based bonus opportunity
• Annual performance and compensation reviews
• Training and hands-on professional development

If you are an organized, tech-savvy operations professional who takes ownership, catches the details others miss, and is always looking for a better way to get things done, apply today.