Project Co-ordinator

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Employment Type:

CTC

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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.