Sales & Implementation Coordinator

Position Overview

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

1. 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.
  

2. 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.
  

3. 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.
  

4. 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.
  

5. 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.
  

Skills & Qualifications

• 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.
  

Performance Metrics

• Average time from deal submission to installation.
  

• On-time installation rate.
  

• Merchant satisfaction (post-install follow-up score).
  

• Reduction in rework or missing documentation incidents.
  

• Smooth handoff rate to Customer Success with minimal open issues.