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

Central Visayas
Contract
Full-time

3 days ago
Apply easily

IndustryOperations (Off-Price Retail / CPG)Work ArrangementFully RemoteJob TypeFull-Time | Independent ContractorWork ScheduleUS Eastern Time (EST) — Monday to Friday, 9:00 AM to 5:00 PM (standard business hours)Locations:Philippines (PH), Latin America (LATAM), Anywhere RemoteAbout Pearl TalentPearl 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: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 CompanyOur 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 OverviewThe 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.Your ImpactYou 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 ResponsibilitiesCampaign Monitoring & Lead Response Execution (30 percent)

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

Contract Administration & Client Onboarding (25 percent)

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

CRM Management & Data Accuracy (20 percent)

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

Operational Tracking & Renewal Coordination (15 percent)

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

Logistics & Sample Coordination (5 percent)

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

LinkedIn Outreach Execution (5 percent)

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

RequirementsMust-Haves (Required)

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

Nice-to-Haves (Preferred)

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

Tools ProficiencyMust-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
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.

Pearl Talent