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 recent 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