Post-Sales Operations & Implementation Coordinator (Order-to-Install Coordinator)

Job Description

Job Description

Post-Sales Operations & Implementation Coordinator

Join the UNDISPUTED #1 Best Place to Work in Chicago 4 years in a row!

Green Office Partner
Full-time
In-Office | Chicago, IL, United States

Post Name: Post-Sales Operations & Implementation Coordinator, also known as Order-to-Install (OTI Coordinator)

Position Overview:

Green Office Partner, ranked the #1 Best Place to Work by Crain’s (2023,24,25 & 26) and the Chicago Sun-Times (2024 & 2025), is seeking a highly organized, detail-oriented Post-Sales Operations & Implementation Coordinator (OTI Coordinator ) to manage the critical transition from a signed customer agreement through installation readiness and final project closeout.

We deliver HP and Xerox Managed Print Services, Intelligent Document Processing, and Conference Room/Audio-Video Solutions that help enterprises reduce costs, increase efficiency, and modernize their workplaces.

The OTI Coordinator serves as the operational connection between Sales, Purchasing, Finance, Project Management, and Client Success , ensuring every new customer order is accurate, properly staged, internally aligned, and ready for successful implementation.

This role owns the post-signature coordination process—including order verification, system setup, internal kickoff meetings, client onboarding coordination, milestone tracking, and final Delivery & Acceptance documentation.

The ideal candidate enjoys bringing structure to complex processes, coordinating multiple departments, communicating directly with clients, and making sure nothing falls through the cracks.

Key Responsibilities

• Order Staging: Review signed agreements for accurate equipment, leasing, billing, and customer information.

• System Setup: Coordinate post-sale customer setup and updates across CRM, ERP, and monitoring systems.

• Internal Coordination: Lead the internal handoff meeting with Project Management, Purchasing, Finance, and Client Success.

• Client Onboarding: Co-lead the customer kickoff, confirm scope and site requirements, and transition installation to the Project Manager.

• Project Tracking: Monitor key milestones and help resolve outstanding operational items throughout implementation.

• Project Closeout: Secure signed Delivery & Acceptance (D&A) documentation and submit completed packages to Finance.

• Lease Returns: Coordinate final payments, LOIs, timing, and documentation for equipment returns when applicable.

Required Qualifications & Experience

• 2–4 years of experience in order management, sales operations, project coordination, customer onboarding, or a similar operational role .

• Experience working with CRM, ERP, order-management, or related business systems.

• Strong organizational skills with exceptional attention to detail.

• Ability to manage multiple customer projects and deadlines simultaneously.

• Strong cross-functional communication skills with the ability to coordinate effectively between Sales, Finance, Operations, Purchasing, and Project Management.

• Professional client-facing communication skills and confidence participating in customer onboarding meetings.

• Ability to identify missing information, resolve operational issues, and proactively move projects forward.

• Comfortable working in a process-driven environment where documentation accuracy and timely follow-through are critical.

What Success Looks Like

Success in this role means that when a customer signs an agreement, the transition into implementation feels organized, professional, and seamless .

Orders are accurate. Internal teams know their responsibilities. Customers understand what happens next. Project Managers receive complete information. Installations move forward without avoidable delays. And final documentation is completed quickly so the project can be properly closed and funded.

The OTI Coordinator is the person who connects all of those pieces together.

Compensation & Benefits

• Competitive base salary based on experience and qualifications.

• Performance-based compensation opportunities where applicable.

• Comprehensive medical, dental, vision, and wellness benefits.

• 401(k) retirement savings program with competitive employer matching.

• Paid Time Off (PTO) and company-paid holidays.

• Company-supported professional development and training opportunities.

• Collaborative work environment with direct exposure to Sales, Operations, Finance, Project Management, and Client Success leadership.

• Company-provided technology and tools necessary to effectively manage customer implementations.

Why Green Office Partner

At Green Office Partner, we believe great customer experiences are created by great teams working together. The OTI Coordinator plays a central role in that experience—connecting the promise made during the sales process with the operational execution that follows.

If you enjoy organization, accountability, customer interaction, process improvement, and bringing multiple departments together to get things done , this position provides an opportunity to have a direct impact on both our clients and our organization.

Green Office Partner is an Equal Opportunity Employer. All qualified candidates are considered without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other legally protected characteristic.