Sales Support & Customer Onboarding Coordinator
About The Position
We’re hiring a Sales Onboarding Coordinator to support our Sales team by managing the post-sale setup process for new customers. Your job is to ensure each deal transitions smoothly into service by collecting missing details, setting up accounts, and keeping everyone in the loop. You’ll be working behind the scenes in systems like FieldRoutes and Google Workspace, sending follow-up emails, updating records, and jumping on a calls to finalize payment or scheduling details. Your work supports our Sales team directly and ensures no deal gets delayed, lost, or mismanaged after the contract is signed.
Requirements
- Are highly organized and detail-oriented — nothing slips through the cracks
- Enjoy behind-the-scenes work that helps a team succeed
- Have excellent written communication and email follow-up skills
- Are comfortable jumping on a light-touch phone call if needed
- Can work independently, manage your own task list, and prioritize
- Are curious and tech-comfortable — you like learning new systems and tools
- Have 1–3 years of experience in customer onboarding, admin, sales support, or operations
Nice To Haves
- Familiarity with FieldRoutes, ServiceTitan, Salesforce, or similar
- Experience in home services, or high-volume sales environments
- Google Workspace (Gmail, Docs, Sheets)
- Slack or internal communication tools
Responsibilities
- Monitor internal systems (FieldRoutes, Slack, Gmail) for onboarding tasks and status updates
- Support the Sales team by completing post-sale customer setup
- Follow up with customers via email or phone to collect missing information (payment, scheduling, etc.)
- Track open onboarding tasks and ensure timely follow-through
- Maintain accurate customer records and onboarding status
- Flag recurring issues or delays to Sales or Ops leadership
- Assist with reporting or checklist completion during busy periods (Spring/Summer)
Benefits
- Be part of a growing, high-performing Sales team
- Flexible remote-to-hybrid role with strong autonomy
- Great culture grounded in real values (see below)
- Room for growth into sales operations, customer success, or team lead roles
- Competitive pay, benefits, and a mission-driven team
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
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