Sales Operations & Merchant Support Coordinator

About This Role

Sales Operations Coordinator / Merchant Support Specialist

Company: Local POS Depot Location: Coral Springs, FL Job Type: Full\-Time Department: Sales Operations / Merchant Services Industry: POS Systems, Merchant Services \& Payment Processing

Job Description

Local POS Depot is hiring a Sales Operations Coordinator / Merchant Support Specialist to support our growing sales and merchant services team in Coral Springs, Florida.

We are looking for a highly organized, professional, energetic, and customer\-focused individual with excellent communication, follow\-up, CRM management, scheduling, sales support, and administrative skills.

In this role, you will work closely with our Sales Head, sales representatives, merchants, payment processors, POS vendors, underwriting teams, and installation technicians.

You will help manage the entire merchant journey—from a new sales lead entering our CRM through merchant application, underwriting, POS equipment delivery, installation, onboarding, and ongoing customer support.

If you have experience as a Sales Coordinator, Sales Support Specialist, Account Coordinator, Customer Service Representative, Administrative Assistant, Executive Assistant, CRM Coordinator, Merchant Services Representative, Account Manager, or Customer Success Coordinator, we encourage you to apply.

Key Responsibilities

• Lead \& CRM Management: Enter new sales leads, update customer contact information, maintain CRM pipeline stages, create follow\-up reminders, update notes, and prepare priority lead lists.
• Sales \& Merchant Follow\-Up: Follow up with prospects and existing merchants by phone, email, and other approved communication channels.
• Appointment Scheduling: Schedule sales calls, merchant meetings, POS demonstrations, follow\-ups, partner meetings, and installation appointments.
• Calendar Management: Assist with managing the Sales Head's calendar, appointments, reminders, meetings, and scheduling conflicts.
• Merchant Application Support: Collect merchant documentation, review applications for missing information, organize files, and prepare applications for submission.
• Underwriting Coordination: Follow up with payment processors and underwriting teams regarding pending merchant applications, additional document requests, approvals, and declines.
• POS Equipment Coordination: Track POS terminals, equipment orders, shipping, delivery, device assignments, replacements, and approved returns.
• Installation Coordination: Coordinate merchants and technicians, confirm installation appointments, prepare installation information, verify completion, and schedule post\-installation follow\-ups.
• Payment Processor \& Vendor Coordination: Communicate with POS providers, payment processors, vendors, and business partners regarding account status, equipment, shipping, support, training, and marketing materials.
• Sales Reporting: Prepare daily and weekly reports covering sales leads, calls, appointments, applications, approvals, installations, pending deals, lost opportunities, and next actions.
• Email \& Administrative Support: Draft professional emails, organize correspondence, maintain files and folders, prepare meeting notes, create task lists, and identify urgent messages.
• Proposal Preparation: Assist with quotations, merchant proposals, comparison sheets, sales presentations, brochures, POS equipment information, and other customer\-facing documents.
• Existing Customer Follow\-Up: Contact existing merchants to check satisfaction, identify support needs, and discuss additional POS equipment, locations, payment solutions, or business services.
• Customer Service Support: Receive routine merchant questions and concerns, document issues, route cases to the appropriate support team, processor, or vendor, and track resolution.
• Sales Team Coordination: Collect updates from sales representatives, maintain activity reports, remind team members about pending documentation, and coordinate training or follow\-ups.
• Task \& Deadline Management: Maintain a master pending\-action tracker to ensure that sales leads, merchant applications, underwriting requests, installations, customer issues, and important deadlines are completed on time.

Qualifications

We are looking for candidates who have

• Excellent verbal and written English communication skills
• Strong customer service and interpersonal skills
• Excellent follow\-up and organizational abilities
• Strong attention to detail
• Professional phone and email communication
• Ability to manage multiple tasks, customers, and deadlines simultaneously
• Experience using CRM software or sales tracking systems
• Basic knowledge of Microsoft Office, Excel, Outlook and/or Google Workspace
• Ability to prepare reports, emails, documents, proposals, and presentations
• Ability to work independently and take ownership of assigned tasks
• Professional, dependable, organized, and proactive work style

Preferred Experience

Previous experience in any of the following areas is highly preferred:

Sales Coordination \| Sales Support \| Merchant Services \| POS Systems \| Payment Processing \| Credit Card Processing \| Customer Service \| Customer Success \| CRM Management \| Account Management \| Administrative Support \| Executive Assistance \| Financial Services \| Retail Technology \| Business\-to\-Business Sales Support

Experience working with Clover, Square, Toast, NRS, Lightspeed, TouchBistro, SumUp, payment processors, merchant accounts, or POS systems is a plus but not required.

Who Will Succeed in This Role?

This position is ideal for someone who enjoys being the person who keeps everything organized.

You should be someone who sees a pending application, customer request, unanswered email, missing document, upcoming installation, or merchant follow\-up and takes responsibility for moving it forward.

We value candidates who are

Organized Professional Detail\-Oriented Proactive Customer\-Focused Reliable Excellent at Follow\-Ups Comfortable With Technology

About Local POS Depot

Local POS Depot provides POS systems, payment processing, merchant services, business technology, and support solutions to restaurants, retail stores, convenience stores, salons, smoke shops, grocery stores, and other businesses.

Our goal is to provide businesses with reliable technology, responsive customer service, and local support.

Apply Today

If you have experience in sales support, customer service, merchant services, CRM management, account coordination, administrative support, or POS/payment processing, we would like to hear from you. Apply today and join the growing Local POS Depot team.

Local POS Depot is an Equal Opportunity Employer. Employment decisions are based on qualifications, skills, experience, and legitimate business requirements.

Pay: $2,800\.00 \- $3,500\.00 per month

Work Location: In person