Sales Appointment Allocation Manager - Home Improvement

Sales Appointment Allocation Manager – Home Improvement

2–4 years of experience in sales operations, marketing operations, CRM management, or a related field.
Strong analytical skills and proficiency with Excel/Google Sheets and CRM systems (Salesforce experience preferred).
Ability to translate data into actionable insights that improve sales performance.
High attention to detail and organizational skills with a solutions-oriented mindset.
Excellent communication and collaboration abilities across departments.
Experience in home services, remodeling, or other high-ticket B2C sales environments is a plus.

Strategically assign sales appointments to field reps based on rep performance, availability, lead type, and geographic coverage.
Prioritize high-converting leads and ensure equitable and performance-based distribution.
Maintain real-time visibility into scheduled appointments and adjust allocations as needed to meet business objectives.
Track KPIs such as set rate, demo rate, close rate, and rep conversion by lead source.
Develop and maintain dashboards to visualize lead flow and rep performance.
Provide data-backed insights and recommendations to improve rep alignment and marketing ROI.
Partner with the Inside Sales team, Field Sales Managers, and Marketing to ensure lead allocation supports both strategic goals and daily field capacity.
Serve as the go-to expert for questions or concerns related to lead distribution and appointment scheduling.
Collect and incorporate rep feedback to continuously refine lead assignment logic.
Evaluate existing lead flow and scheduling processes to identify bottlenecks or inefficiencies.
Recommend and implement changes to tools, systems, or workflows to enhance lead distribution outcomes.
Stay informed on best practices in sales operations and lead management strategies.

Experience in home services, remodeling, or other high-ticket B2C sales environments is a plus.