Sales Operations & Onboarding Coordinator - Off-Price Retail / CPG
P
PearlOperations (Off-Price Retail / CPG)
Philippines (PH), Latin America (LATAM), Anywhere Remote, US Eastern Time (ET) — Monday to Friday, 9:00 AM to 5:00 PM (standard business hours)Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 1–3+ years
- Required Skills
- Google SheetsSlackNotion
Requirements
- 1–3+ years of experience in operations, admin support, sales operations, or similar roles
- Strong organizational and process execution skills
- Excellent written English communication skills
- High attention to detail with strong accuracy in data handling
- Ability to work independently and follow SOPs with minimal supervision
- Strong sense of ownership and consistent follow-through
- Ability to work during US Eastern Time business hours
- Notion
- Slack
- Calendly
- Instantly
- DocuSign
- Google Sheets
Responsibilities
- Monitor outbound campaign dashboards daily for replies, bounces, and opt-outs
- Categorize inbound responses based on defined SOPs
- Conduct basic research on interested leads and create CRM entries
- Send scheduling links and execute structured follow-up sequences
- Prepare pre-call briefing notes and compile weekly campaign performance reports
- Send contracts within defined timelines and track signature status
- Execute follow-ups on pending agreements based on SOP cadence
- Handle standard contract edits and escalate complex changes as needed
- Coordinate onboarding communications and update pipeline status
- Collect and verify required onboarding documents from new clients
- Maintain accurate and timely updates in the CRM system
- Track lead progression across all pipeline stages
- Identify and flag inactive leads for review
- Support reporting workflows and ensure data accuracy
- Maintain a tracker of active agreements and key dates
- Notify stakeholders ahead of upcoming renewals
- Monitor payment status and coordinate on any discrepancies
- Track and log post-agreement changes and updates
- Coordinate shipment details between stakeholders
- Share tracking information and monitor delivery timelines
- Follow up on feedback and document outcomes
- Send outreach messages using pre-approved templates
- Monitor responses and route leads into CRM workflows
- Track and log outreach activities for visibility
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