Sales Operations & Destination Services Manager

Visit Dana Point is seeking a highly organized, detail-oriented, and service-minded Sales Operations & Destination Services Manager to support group sales, travel trade, CRM management, partner information, destination services, and sales reporting.

This role is ideal for someone who enjoys hospitality, tourism, organization, partner communication, event logistics, CRM systems, and helping a small team operate more effectively.

The position helps keep Visit Dana Point sales systems, partner records, destination resources, site inspection support, FAM coordination, sales activity, and follow-up information organized, accurate, and actionable. The role supports the sales and destination services work that helps generate qualified overnight demand for Dana Point lodging partners.

This position is part of Visit Dana Point’s sales and destination support system. The role helps strengthen CRM accuracy, sales coordination, partner information, destination services, site inspections, FAM support, travel-trade follow-up, and reporting.

The Sales Operations & Destination Services Manager works closely with the Director of Sales to help keep sales activity organized, documented, and moving forward. This includes preparing materials, coordinating logistics, tracking follow-up, maintaining CRM records, supporting client service needs, and helping ensure that planners, hotel partners, and tourism partners receive timely and accurate information.

The Director of Sales continues to lead overall sales strategy, account direction, hotel sales alignment, lead qualification, group sales priorities, and key client relationships. This role supports that work by managing the operational details, destination resources, reporting support, and follow-up systems that help the sales process run effectively.

CRM, Sales Operations, and Reporting

• Maintain accurate records in Simpleview, Cvent, and other sales or CRM systems.
• Update accounts, contacts, partner records, traces, notes, tags, lead details, follow-up activity, and related sales information.
• Support lead intake, routing, tracking, and reporting under the direction of the Director of Sales.
• Maintain sales calendars, follow-up timelines, FAM records, trade show contacts, site inspection records, and partner touchpoints.
• Generate CRM reports, sales activity reports, partner updates, and performance tracking materials.
• Monitor CRM data quality and help ensure sales activity is documented consistently and accurately.
• Support monthly and quarterly sales reporting for leadership, hotel partners, and Board reporting as assigned.

• Support research, preparation, logistics, documentation, and follow-up tracking for approved group sales initiatives.
• Assist with destination presentations, proposals, itineraries, bid materials, client-facing resources, and follow-up materials.
• Prepare materials, organize information, track next steps, and document activity in the CRM.
• Assist with coordination of group sales inquiries and meeting leads.
• Coordinate logistics for site inspections, FAM tours, client visits, sales missions, partner meetings, and destination experiences.
• Document meeting planner, client, and hotel partner interactions in the CRM.

• Provide destination information, recommendations, and resources to meeting planners, hotel partners, travel advisors, and visitors when the request supports overnight trip planning, meeting services, destination referrals, or lodging partner benefit.
• Assist with custom itineraries, off-site activity ideas, dining recommendations, transportation options, and local experience suggestions.
• Coordinate destination services support for confirmed meetings, site visits, FAMs, sales missions, and special client programs.
• Maintain destination services templates, itinerary resources, partner lists, vendor contacts, and client support materials.
• Help ensure Dana Point is represented professionally, accurately, and consistently in client-facing materials.

• Become a knowledgeable resource on Dana Point hotels, meeting venues,…