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.
Key Responsibilities
Skills & Qualifications
Performance Metrics
Deal Intake & Documentation
Review submitted deals from the sales team for accuracy and completeness.
Ensure all required documents, including signed order forms, agreements, and supporting materials, are received and properly saved to CRM.
Maintain deal tracking and reporting via CRM and communicate status updates to relevant stakeholders.
Application & Onboarding Coordination
Submit new merchant applications to backend processors.
Track the progress of underwriting and onboarding to ensure timely completion.
Serve as the main liaison between internal teams, processors, and the customer during this stage.
Proactively resolve issues or missing documentation that could delay approval or setup.
Installation Scheduling & Coordination
Forward approved site details, VAR sheets, and site surveys to the hardware provider.
Coordinate with technicians, hardware vendors, and customers to schedule installation dates and times.
Maintain and oversee the company's installation calendar.
Arrange hardware shipments and confirm delivery prior to the scheduled installation.
Pre-Install Readiness
Verify that all necessary hardware, software, and networking equipment are dispatched and received.
Confirm that field techs, remote support staff, and customers are aligned on installation logistics.
Ensure technical support resources are assigned and available on the scheduled date.
Post-Installation Follow-Up
Conduct courtesy calls to merchants after installation to confirm satisfaction and address any immediate issues.
Document merchant feedback and report any open concerns to the technical or customer success teams.
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.
2+ years experience in project coordination, implementation, or operations (preferably in payments, POS systems, or SaaS).
Strong organizational /and time-management skills with the ability to manage multiple projects simultaneously.
Excellent communication and interpersonal skills for working with both customers and internal teams.
Proficiency in CRM and project management tools (e.g., Salesforce, Asana, Notion, etc).
Basic understanding of POS systems, payment processing, or retail technology preferred.
Familiarity with convenience store and gas station operations preferred.
Trilingual (English, Gujarati, Hindi) required.
Attention to detail and ability to document and track milestones accurately.
Average time from deal submission to installation.
