Two or more years in a sales operations, account coordination, customer onboarding, or inside sales support role
Mid-high level proficiency with Microsoft suite, emphasizing Outlook and Excel
Hands-on experience with back-end CRM or ERP systems; Microsoft Dynamics experience strongly preferred
Strong written and verbal communication skills
Requirements:
Serve as the primary onboarding owner for new and reactivated independent retail accounts
Make initial contact with inbound retailer leads and qualify them against account criteria
Receive and manage large inbound call volume as well as heavy email prioritization and response
Track lead progression through the onboarding pipeline and report weekly throughput against capacity targets
Job description
GENERAL PURPOSE OF JOB The Independent Channel Account Coordinator owns the end-to-end onboarding workflow for new independent retail accounts. Demand generation across our vendor exclusive distribution partnerships, field rep expansion model, and Merchandising team is producing 300+ inbound retailer leads per month — well beyond current capacity. This role captures that demand by converting qualified leads into activated, revenue-producing accounts on CRM & ERP back-end systems, and by keeping the onboarding pipeline moving without bottleneck. The role also partners with the Independent Sales Team Lead to support onboarding and ongoing operational needs for our national rep expansion.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Serve as the primary onboarding owner for new and reactivated independent retail accounts sourced through numerous channels, including: vendor exclusive distribution partnerships, field rep leads, and Merchandising team referrals.
Make initial contact with inbound retailer leads and qualify them against account criteria.
Receive and manage large inbound call volume as well as heavy email prioritization and response.
Set up new customer records in Microsoft Dynamics, including all required account, contact, and pricing data.
Collect, review, and process finance documentation, including credit applications, tax forms, and payment terms.
Configure customer accounts in back-end ERP system to enable order entry and fulfillment.
Partner cross-functionally with Finance to ensure timely customer setup and credit approval, and with Merchandising and Category Development to align on assortment, planogram, and channel strategy for each new account.
Track lead progression through the onboarding pipeline and report weekly throughput against capacity targets.
Identify recurring friction points in the onboarding workflow and recommend process improvements.
REQUIRED EXPERIENCE
Two or more years in a sales operations, account coordination, customer onboarding, or inside sales support role.
Mid-high level proficiency with Microsoft suite; with an emphasis on Outlook & Excel.
Hands-on experience with back-end CRM or ERP systems; Microsoft Dynamics experience strongly preferred.
Strong written and verbal communication skills; this role is the first detailed touchpoint many retailers will have with the company.
Proven ability to manage a high-volume pipeline of 100+ active accounts without dropping detail.
Self-directed; able to prioritize across multiple inbound channels with overlapping deadlines.
Proven ability to work cross-functionally with multiple internal teams to maintain rigorous schedule.
PREFERRED EXPERIENCE
Direct experience with Prelude, or comparable order management and merchandising systems.
Experience in Asana a plus.
Background in consumer goods, beauty, or independent retail distribution.
Familiarity with 1099 field rep and merchandising channel structures.
WORK SCHEDULE/HOURS
Remote - Monday through Friday 8:30AM to 5:30PM EST
