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Director of Sales Excellence
P1 Service GroupDirector of Sales Excellence responsible for driving revenue performance across Columbia Home Services. Coaching, curriculum building, and sales execution in a multi-state environment.
About the role
Key responsibilities & impact- Define and own the sales performance framework across all three audiences for a platform spanning multiple trades and markets
- Identify underperforming branches, diagnose root cause, and execute targeted interventions with measurable outcomes
- Partner with branch General Managers and ops leadership to set revenue performance expectations and build accountability systems that outlast your visits
- Conduct regular branch visits - ride-alongs with technicians, live call listening with CSR teams, and in-home shadowing with comfort advisors
- Coach in real time, not just debrief after the fact - observe, score, adjust, and re-score on a defined cadence per branch
- Certify branch readiness before deploying new playbooks; ensure GMs are reinforcing standards between visits
- Build and own a trade-specific training library across HVAC, plumbing, and electrical with purpose-built content by role and audience
- Write CSR call scripts, objection handling frameworks, good/better/best option presentation guides, and membership pitch scripts
- Record role-play demonstrations for LMS use - strong, average, and weak examples - so the standard is shown, not just described
- Audit existing playbooks, preserve what works, rewrite what doesn't, and build a content roadmap to close identified gaps
- Package training content into role-specific reference cards, script summaries, and coaching guides for branch managers to deploy and reinforce independently
- Build and own role-specific onboarding tracks for technicians, CSRs, and comfort advisors with defined milestones and certification gates before field deployment
- Ensure new hires are tested, observed, and certified - not just checked off on a form
- Own the LMS - structure, sequencing, version control, and role-based tagging
- Convert tribal knowledge and informal playbooks into documented, scalable systems accessible to all branches
- Use ServiceTitan and performance data to identify training gaps and build targeted content to close them
Requirements
What you’ll need- 7+ years of sales performance, training, or revenue operations experience in home services, field service, or a closely related trade environment - direct exposure to technician, CSR, or in-home sales required
- HVAC industry experience required - must understand the trade, the sales cycle, and how technicians operate in the field
- Demonstrated ability to influence results without direct authority - this role operates through credibility, coaching skill, and relationships, not org chart position
- Proven content creator: you've built call scripts, playbooks, objection handling guides, and role-play curriculum from scratch - not just delivered someone else's program
- Skilled live coach and facilitator - you can run a high-energy pre-shift session at 7am and execute a ride-along by 9am
- ServiceTitan experience strongly preferred; must be comfortable pulling job and call reports to target coaching priorities
- Ability and willingness to travel 80% of the time across multiple U.S. states - this is a firm requirement
Benefits
Comp & perks- Annual performance bonus: up to 20% of base salary, tied to revenue and training KPIs
- Mileage and travel reimbursement per company policy
- Health, dental, and vision benefits
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales performance frameworkrevenue operationscontent creationcall scriptsobjection handling guidesrole-play curriculumtraining developmentperformance data analysiscoachingonboarding tracks
Soft Skills
influencing resultscoaching skillrelationship buildinglive coachingfacilitationaccountabilitydiagnosing root causesreal-time feedbackcommunicationadaptability