Sales Operations Coordinator

About This Role

About Secure Income Management

Secure Income Management (SIM) is one of the fastest\-growing financial services firms in the country, recognized by Inc. Magazine as one of America’s fastest\-growing companies. Based in Tucson, AZ, we support independent financial advisors across multiple states and are scaling quickly.

We are seeking a highly organized, detail\-oriented Sales Operations Coordinator to support our field\-based advisors and help drive operational excellence.

The Opportunity

This role supports revenue\-generating advisors by ensuring:

• Appointments are scheduled accurately and efficiently
• CRM (Zoho) is updated and clean
• Case statuses are tracked and dispositioned properly
• Advisor follow\-up workflows are maintained
• Internal communication is seamless

This is a critical support role directly tied to revenue execution.

Key ResponsibilitiesAdvisor Scheduling \& Support

• Coordinate appointments between advisors and clients
• Manage calendar logistics and confirmations
• Assist with follow\-up communication

CRM \& Pipeline Management (Zoho)

• Maintain accurate case status updates
• Ensure proper dispositioning of leads
• Monitor pipeline movement and flag stalled cases
• Maintain CRM data integrity

Sales Operations Support

• Track production metrics and reporting
• Assist advisors with document collection workflows
• Support trust funding follow\-ups
• Coordinate with internal teams

Process \& Accountability

• Help enforce internal workflows
• Identify process gaps and recommend improvements
• Support leadership with sales activity reporting

What Success Looks Like

• Clean, accurate CRM data
• Advisors stay focused on selling, not admin
• Leads are dispositioned timely
• Fewer stalled cases
• Clear pipeline visibility for leadership

Qualifications

Required

• 2\+ years experience in sales support, sales ops, or CRM management
• Experience working inside a CRM (Zoho preferred)
• Strong organizational and multitasking skills
• High attention to detail
• Strong communication skills

Preferred

• Financial services experience
• Experience supporting field\-based sales teams
• Excel proficiency
• Experience tracking sales metrics

Pay: $45,000\.00 \- $55,000\.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Application Question(s)

• Have you worked in financial services or insurance before?
• Have you worked inside Zoho CRM or a similar CRM system?

Ability to Commute

• Tucson, AZ 85741 (Required)

Work Location: In person