David Yurman
Clienteling Operations Manager
New York, NY
Sponsorship not specified$115k-$125kDetected 30 days ago
SalesforceCRMSalesOutbound SalesAccountingForecastingLogisticsPerformance ManagementCustomer SupportLeadership
About the role
- We are seeking a hands-on, organized, and operationally strong Manager to run the day-to-day operations, systems, and performance management of our Virtual Sales & Clienteling team.
- Coordinate with Marketing, CRM, Creative, and Email teams to prepare scripts, briefs, outreach calendars, and product storytelling.
- Sales Operations & Performance Reporting
Responsibilities
- Develop the strategic framework for a virtual clienteling program defining key success metrics, Customer experience outcomes and employee experience journeys
- Manage the daily operations and workflow of the Virtual Sales & Clienteling team.
- Support advisors with tools, processes, leads, campaign materials, reporting, and client insights.
- Maintain the team playbook for inbound calls, chat, and outbound outreach.
- Partner with leadership to track KPIs and implement improvements to increase conversion and client engagement.
- Lead the training roadmap for onboarding, sustainment for sales, product, clienteling.
- Maintain dashboards and performance tracking for advisor productivity, pipeline, conversion, sales volume, and client activity.
- Support forecasting, capacity planning, and sales pacing analysis.
- Manage how client, product, and order data flows into and out of Salesforce, OMS, and E-commerce platforms.
- Maintain lead routing, segmentation tags, opportunity creation rules, and advisor assignments.
Requirements
- The ideal candidate combines sales operations, CRM/OMS proficiency, team enablement, project coordination, and strong cross-functional communication.
Skills
- Track and escalate any exceptions, fulfillment delays, or payment issues.
- Ensure data hygiene standards for tagging, notes, outreach logging, and opportunity updates.
- Work with CRM and Tech teams to enhance tools and identify automation opportunities.
- Conduct regular audits of workflows, data accuracy, and order processing quality.
- Gather feedback from advisors to improve tools, scripts, and operational documentation.
- Support leadership with roadmap proposals and program evolution.
Compensation
- $115,000-125,000
- Base pay is one component of David Yurman's total compensation package, which may also include the following for eligible employees: access to healthcare benefits, 401(k) plan, bonus, employee discounts, Summer Fridays (corporate roles), generous paid time off, sick time, and more.
Benefits
- Diversity, Equity & Inclusion at David Yurman
- We will always advocate for equity and inclusion for all.
Company info
- David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Led today by their son Evan, David Yurman creates timeless, yet contemporary collections for women and men defined by inspiration, innovation, consummate craftsmanship and cable - the brand's artistic signature. David Yurman collections are available at retail stores throughout the United States, Canada, Hong Kong and France and at locations worldwide, through their exclusive authorized fine jewelry and timepiece network of retailers.
- Our Values
- At David Yurman, creativity, innovation and impeccable craftsmanship are at the core of everything we do. Fueled by the energy of our hometown, New York City, artistic passion informs each and every jewelry design. The Yurman family's guiding vision continually defines and redefines what it means to be the preeminent American luxury jewelry brand. We are committed to responsible business and social practices and to the protection and advancement of human rights. We believe in partnering with others who share these values and understand their importance.
- Job Description
- David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist.
- When the artists began collaborating, their goal was simply to make beautiful objects to wear.
- Led today by their son Evan, David Yurman creates timeless, yet contemporary collections for women and men defined by inspiration, innovation, consummate craftsmanship and cable - the brand's artistic signature.
- David Yurman collections are available at retail stores throughout the United States, Canada, Hong Kong and France and at locations worldwide, through their exclusive authorized fine jewelry and timepiece network of retailers.
- At David Yurman, creativity, innovation and impeccable craftsmanship are at the core of everything we do.
- Fueled by the energy of our hometown, New York City, artistic passion informs each and every jewelry design.
- The Yurman family's guiding vision continually defines and redefines what it means to be the preeminent American luxury jewelry brand.
- We are committed to responsible business and social practices and to the protection and advancement of human rights.
- We believe in partnering with others who share these values and understand their importance.
- Title: Manager, Virtual Sales Clienteling & Operations
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