Sales & Implementation Coordinator

<h3>Position Overview</h3> <p>The Sales Implementation Coordinator serves as the operational bridge between our sales team, payment processors, hardware providers, and field technicians. This fast-paced, high-impact role ensures a seamless transition from deal submission through installation and early-stage customer success. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple moving parts across departments and external partners.</p> <p> </p> <hr> <p> </p> <h3>Key Responsibilities</h3> <h4>1. Deal Intake Documentation</h4> <ul> <li> <p>Review submitted deals from the sales team for accuracy and completeness.</p> </li> <li> <p>Ensure all required documents, including signed order forms, agreements, and supporting materials, are received and properly saved to CRM.</p> </li> <li> <p>Maintain deal tracking and reporting via CRM and communicate status updates to relevant stakeholders.</p> </li> </ul> <h4>2. Application Onboarding Coordination</h4> <ul> <li> <p>Submit new merchant applications to backend processors.</p> </li> <li> <p>Track the progress of underwriting and onboarding to ensure timely completion.</p> </li> <li> <p>Serve as the main liaison between internal teams, processors, and the customer during this stage.</p> </li> <li> <p>Proactively resolve issues or missing documentation that could delay approval or setup.</p> </li> </ul> <h4>3. Installation Scheduling Coordination</h4> <ul> <li> <p>Forward approved site details, VAR sheets, and site surveys to the hardware provider.</p> </li> <li> <p>Coordinate with technicians, hardware vendors, and customers to schedule installation dates and times.</p> </li> <li> <p>Maintain and oversee the company’s installation calendar.</p> </li> <li> <p>Arrange hardware shipments and confirm delivery prior to the scheduled installation.</p> </li> </ul> <h4>4. Pre-Install Readiness</h4> <ul> <li> <p>Verify that all necessary hardware, software, and networking equipment are dispatched and received.</p> </li> <li> <p>Confirm that field techs, remote support staff, and customers are aligned on installation logistics.</p> </li> <li> <p>Ensure technical support resources are assigned and available on the scheduled date.</p> </li> </ul> <h4>5. Post-Installation Follow-Up</h4> <ul> <li> <p>Conduct courtesy calls to merchants after installation to confirm satisfaction and address any immediate issues.</p> </li> <li> <p>Document merchant feedback and report any open concerns to the technical or customer success teams.</p> </li> <li> <p>Facilitate the handoff of the merchant account to the Customer Success team approximately 30 days post-installation, ensuring all technical and processing aspects are stable.</p> </li> </ul> <p> </p> <hr> <p> </p> <h3>Skills Qualifications</h3> <ul> <li> <p>2+ years experience in project coordination, implementation, or operations (preferably in payments, POS systems, or SaaS).</p> </li> <li> <p>Strong organizational /and time-management skills with the ability to manage multiple projects simultaneously.</p> </li> <li> <p>Excellent communication and interpersonal skills for working with both customers and internal teams.</p> </li> <li> <p>Proficiency in CRM and project management tools (e.g., Salesforce, Asana, Notion, etc).</p> </li> <li> <p>Basic understanding of POS systems, payment processing, or retail technology preferred.</p> </li> <li> <p>Familiarity with convenience store and gas station operations preferred.</p> </li> <li> <p>Trilingual (English, Gujarati, Hindi) required.</p> </li> <li> <p>Attention to detail and ability to document and track milestones accurately.</p> </li> </ul> <p> </p> <hr> <p> </p> <h3>Performance Metrics</h3> <ul> <li> <p>Average time from deal submission to installation.</p> </li> <li> <p>On-time installation rate.</p> </li> <li> <p>Merchant satisfaction (post-install follow-up score).</p> </li> <li> <p>Reduction in rework or missing documentation incidents.</p> </li> <li> <p>Smooth handoff ... (truncated, view full listing at source)