Sales Performance & Reporting Coordinator

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TYPE OF WORK

Part Time

SALARY

$5 an hour

HOURS PER WEEK

15

DATE UPDATED

Sep 10, 2026

JOB OVERVIEW

# Sales Performance & Reporting Coordinator

**First Response Sales** is looking for a highly organized, technically capable and data-driven **Sales Performance & Reporting Coordinator** to support our internal sales operations and client accounts.

This role sits at the centre of our sales systems.

You will help make sure our CRM data is accurate, sales teams are following process, client dashboards are up to date, leads are being followed up correctly, reporting is accurate and management has clear visibility over what is happening across each account.

We work primarily with Australian businesses in the **Property Advisory, Buyer’s Agency, Mortgage Broking and high-ticket service industries**.

This is ideal for someone who enjoys **sales operations, CRM management, dashboards, reporting, systems and organisation**.

## What You’ll Be Responsible For

### Sales Performance Reporting

You will help us track and report on the performance of appointment setters, closers and overall sales pipelines.

You will monitor metrics such as:

* Leads received
* Leads contacted
* Calls made
* Contact rate
* Qualified conversations
* Appointments booked
* Booking rate
* Show rate
* No-show rate
* Qualification rate
* Close rate
* Sales generated
* Revenue generated
* Pipeline value
* Lead source performance
* Setter performance
* Closer performance
* Weekly and monthly conversion trends

You will help prepare **daily, weekly, fortnightly and monthly reporting** across our client accounts.

## Google Looker Studio Dashboards

A major part of this role will be building and maintaining **client-facing performance dashboards using Google Looker Studio**.

You should be able to turn sales data into clear, professional dashboards that a business owner can understand quickly.

Dashboards may include:

* Lead volume
* Lead sources
* Calls and activities
* Appointments booked
* Show and no-show rates
* Setter KPIs
* Closer KPIs
* Close rates
* Sales revenue
* Conversion rates
* Pipeline value
* Weekly and monthly performance
* Individual team member performance

You should be comfortable working with data from sources such as:

* Google Sheets
* GoHighLevel
* CRM exports
* CSV files
* Other sales platforms

Experience building dashboards from scratch is highly regarded.

## CRM & Pipeline Management

You will help keep our client CRMs clean, accurate and organised.

This includes:

* Checking that new leads have been assigned correctly
* Making sure opportunities are in the correct pipeline stages
* Checking that setters and closers are updating lead outcomes
* Ensuring notes are being entered properly
* Monitoring follow-up dates
* Identifying leads that have not been contacted
* Identifying stale opportunities
* Identifying leads sitting without a next action
* Checking no-shows and reschedules
* Ensuring closed sales are recorded correctly
* Maintaining lead ownership
* Checking lead source attribution
* Identifying duplicated or incorrectly entered records

We use **GoHighLevel extensively**, so previous experience with GHL is highly regarded.

You do not need to be a full GoHighLevel developer, but you should be very comfortable working inside a CRM.

## Sales Team Accountability

You will support the Sales Operations Manager by helping make sure setters and closers are following the agreed process.

This may include:

* Checking daily dial activity
* Checking lead follow-up
* Monitoring booked appointments
* Monitoring show rates
* Checking closer outcomes
* Identifying missing CRM notes
* Following up internally when data is missing
* Maintaining KPI scorecards
* Flagging underperformance
* Highlighting opportunities that need immediate attention
* Preparing performance data for sales meetings

You will not be expected to personally coach or manage salespeople.

Your role is to make sure the **data, systems and reporting are accurate enough for management to make decisions quickly**.

## Sales Administration

You will also assist with general sales operations administration.

This can include:

* Preparing reports before sales meetings
* Maintaining Google Sheets
* Updating trackers
* Organising client files
* Updating internal SOPs
* Maintaining sales documents
* Assisting with new client onboarding
* Assisting with setter and closer onboarding
* Importing lead databases
* Cleaning lead lists
* Managing CSV files
* Checking calendars
* Updating pipeline information
* Organising sales team information
* Helping maintain Slack channels
* Maintaining internal checklists
* Assisting with client reporting
* General administrative support for the Sales Operations Manager

## Systems & Tools

Experience with the following will be highly regarded:

* **Google Looker Studio**
* **GoHighLevel**
* **Google Sheets**
* Google Docs
* Google Drive
* Slack
* Zapier
* CRM systems
* Reporting platforms
* Spreadsheet formulas and data organisation

Advanced Google Sheets knowledge is a major advantage.

Experience with formulas, filters, pivot tables, data cleaning and reporting is highly regarded.

## Minimum Requirements

We are looking for someone with:

* Previous experience in sales operations, sales administration, CRM management, reporting or a similar role
* Strong Google Sheets skills
* Experience building or maintaining dashboards
* Experience working with CRM systems
* Strong attention to detail
* Excellent organisational skills
* Strong written English
* Ability to work independently
* Ability to identify mistakes without being told
* Strong problem-solving skills
* Confidence working with sales data and KPIs
* Reliable internet connection
* Ability to work during Australian business hours when required

## Highly Regarded

You will have a strong advantage if you have experience with:

* Google Looker Studio
* GoHighLevel
* Australian businesses
* Appointment-setting teams
* High-ticket sales
* Property Advisory businesses
* Buyer’s Agencies
* Mortgage Broking businesses
* Sales reporting
* Sales dashboards
* Lead management
* Sales pipeline management

## The Type of Person We Want

We are looking for someone who naturally notices when something does not look right.

You should be someone who asks questions like:

“Why hasn't this lead been contacted?”

“Why is this opportunity still sitting in this stage?”

“Why does the dashboard say 14 bookings but the CRM says 17?”

“Why hasn't this closer updated the outcome?”

“Why did the show rate suddenly drop this week?”

“Where are these leads coming from?”

We want someone who does not simply complete tasks.

We want someone who **helps keep the sales operation under control**.

You should be organised, proactive, detail-oriented and comfortable taking ownership of your responsibilities.

## About First Response Sales

First Response Sales helps businesses build, manage and improve their sales operations.

Our work includes:

* Appointment setting
* Setter management
* Sales operations management
* CRM optimisation
* Lead management
* Sales reporting
* Sales dashboards
* Follow-up systems
* Pipeline management
* Sales team accountability
* Sales processes and systems

Our primary market is Australian **Property Advisory, Buyer’s Agency, Mortgage Broking and high-ticket service businesses**.

As First Response Sales grows, there will be opportunities for strong performers to take on more responsibility across client accounts and internal operations.

## How to Apply

Please include:

1. A short introduction about yourself
2. Your previous experience in sales operations, reporting or CRM administration
3. Your experience using Google Looker Studio
4. Examples of dashboards you have previously created
5. Your experience using GoHighLevel
6. Your Google Sheets experience
7. CRM platforms you have previously used
8. Industries you have worked in
9. Your availability
10. Your expected hourly or monthly rate

Please also include a **short screen recording or portfolio example showing a dashboard, CRM system or reporting system you have previously built or managed**.

Start your application with:

**“FRS REPORTING”**

Applications that do not include this may not progress to the next stage.

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