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

Operations (Off-Price Retail / CPG)

Fully Remote

Full-Time | Independent Contractor

USEasternTime (ET) MondaytoFriday, 9:00AMto 5:00PM (standardbusinesshours)

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

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.

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At Pearl, we're not just another recruiting firmwe 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.

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.

The Sales Operations & Onboarding Coordinator is an execution-focused role that supports outbound campaigns, onboarding workflows, and internal sales operations.

This role is best suited for someone who is highly organized, detail-oriented, and comfortable working within structured systems and SOPs. The focus is on consistent execution, clean data management, and making sure no steps are missed across the sales and onboarding process.

You will not be expected to build strategy from scratch. Instead, you will manage and execute pre-defined workflows, maintain accurate records, and support the team by keeping operations running smoothly.

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.

• Monitor outbound campaign tools for replies, bounces, and opt-outs on a daily basis
• Categorize inbound responses based on defined SOPs and routing rules
• Send scheduling links and execute structured follow-up sequences
• Conduct light research on interested leads and create accurate CRM entries
• Prepare pre-call notes and support weekly reporting on campaign performance

• Send contracts through DocuSign and track signature progress
• Follow up on pending agreements based on defined timelines
• Execute standard contract edits and escalate non-standard requests
• Coordinate onboarding steps and update pipeline stages accordingly
• Collect and verify required onboarding documents from new clients

• Maintain accurate and up-to-date records across the CRM system
• Track lead progression across all stages of the pipeline
• Identify inactive or stalled leads and flag them for review
• Support reporting workflows and maintain data consistency
• Suggest improvements to data organization and visibility when applicable

• Maintain trackers for active agreements and key contract dates
• Notify stakeholders of upcoming renewals and deadlines
• Monitor payment status and flag discrepancies
• Track and document post-agreement updates and changes

• Coordinate shipment details between internal teams and external partners
• Share tracking updates and monitor delivery timelines
• Follow up on delivery status and document outcomes

• Send outbound messages using pre-approved templates
• Monitor responses and route leads into the CRM workflow
• Log outreach activity for tracking and visibility
  
  

• 1-3+ years of experience in operations, admin support, sales operations, or similar roles
• Experience supporting outbound or lead generation workflows (LinkedIn, email, or similar)
• Strong attention to detail and accuracy in data handling
• Ability to follow structured processes and SOPs with minimal supervision
• Strong organizational skills and ability to manage multiple workflows at once
• Clear written English communication skills
• Ability to work during US Eastern Time business hours

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

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

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

• Competitive Salary: Based on experience and skills

• Remote Work: Fully remotework 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
  

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