Sales Operations & Onboarding Coordinator (Off-Price Retail / CPG) - A333

Industry

Operations (Off-Price Retail / CPG)

Work Arrangement

Fully Remote

Job Type

Full-Time | Independent Contractor

Work Schedule

US Eastern Time (ET) — Monday to Friday, 9:00 AM to 5:00 PM (standard business hours)

Locations:

Philippines (PH), Latin America (LATAM), Anywhere Remote

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for: WATCH HERE

Why Work with Us?

At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.

About the Company

Our client is a fast-growing, remote-first company operating in the off-price retail and CPG space. They partner with emerging consumer brands to help them expand into major retail channels across the US, supporting categories such as beauty, wellness, food and beverage, pet, and home. The company is scaling rapidly and building lean, high-performance systems to support growth while maintaining operational excellence.

Role Overview

The Sales Operations & Onboarding Coordinator plays a critical role in supporting the company’s sales engine by ensuring seamless execution across lead management, onboarding, and administrative workflows. This is a highly process-driven role focused on managing inbound responses, coordinating onboarding steps, maintaining CRM accuracy, and supporting contract and logistics workflows.

The position is execution-heavy and requires strong attention to detail, consistency, and reliability. You will work cross-functionally with sales and operations teams to ensure that leads are properly managed and converted into active clients without delays or missed steps.

This role is ideal for someone who thrives in structured environments, enjoys following SOPs, and takes ownership of operational tasks with minimal supervision.

Your Impact

You will play a key role in ensuring that no sales opportunities are lost due to operational gaps or missed follow-ups. Your work will directly contribute to improving lead conversion rates, maintaining accurate sales data, and ensuring a smooth onboarding experience for new clients.

By maintaining strong operational discipline, you will help streamline workflows, reduce delays in contract processing, and improve overall team efficiency. Your attention to detail and consistent execution will support revenue growth and ensure a high standard of client experience.

Core Responsibilities

Campaign Monitoring & Reply Management – 30%

• 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

Contract Administration & Onboarding – 25%

• 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

CRM & Data Hygiene – 20%

• 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

Coverage Fee & Contract Renewal Tracking – 15%

• 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

Sample Logistics Coordination – 5%

• Coordinate shipment details between stakeholders
• Share tracking information and monitor delivery timelines
• Follow up on feedback and document outcomes

LinkedIn Outreach Execution – 5%

• Send outreach messages using pre-approved templates
• Monitor responses and route leads into CRM workflows
• Track and log outreach activities for visibility

Requirements:
Must-Haves (Required)

• 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

Nice-to-Haves (Preferred)

• Experience in sales operations, virtual assistance, or administrative coordination
• Familiarity with CRM systems or pipeline management tools
• Exposure to CPG, retail, e-commerce, or brokerage environments
• Experience handling contract workflows or onboarding processes

Tools Proficiency

Must-Haves (Required)

• Notion
• Slack
• Calendly
• Instantly
• DocuSign
• LinkedIn
• Google Sheets

Nice-to-Haves (Preferred)

• HubSpot
• Salesforce
• Airtable
• Email automation platforms
• Contract management tools

Benefits:
• Competitive Salary: Based on experience and skills

• Remote Work: Fully remote—work from anywhere
• Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

• Application
• Screening
• Skills Assessment
• Top-grading Interview
• Client Interview
• Job Offer
• Client Onboarding

Ready to Join Us?

If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.