About Platform Transition

Platform Transition is the creator of the Platform Transition Services industry. We help growing companies and implementation partners focus strategically by transitioning data and settings between software systems.

As a Sage Intacct Marketplace Partner, we provide white-glove services migrating customers’ data to Sage Intacct from a wide range of legacy systems. Our work is highly specialized, detail-driven, and critical to customers’ successful adoption of Sage Intacct.

Our founder migrated our first customer in 2014. Since then, the company has grown steadily each year. To date, we have migrated more than 2,500 entities to and from Sage Intacct. We are the go-to experts in our space, known for our deep technical expertise, rigor in execution, and great customer experiences.

We are a small, seasoned team, and we are intentional about who we bring into our organization. This role is not just about filling a seat, it is about joining a company that values effectiveness and connection.

Our Core Values

• We speak with one voice.
• We quickly get it done right the first time.
• We are a space where chaos fades away.
• We are responsible for the customer’s experience.
• We create solutions for the customer challenges that matter

What’s it like to work at Platform Transition

• Fully Remote
• Flexible Schedule
• Profit Sharing Incentive Program
• Paid Time Off
• Health, Dental, and Vision Insurance
• 401(k) plan

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Current Opportunities

Business Development Coordinator

The Role

We are looking for an enthusiastic full-time Business Development Coordinator to partner closely with our Director of Business Development in daily sales, scoping, and marketing activities. You will be the organizational backbone of our sales efforts while gaining progressive, hands-on exposure to B2B sales conversations and customer scoping.

This role is well suited for someone who enjoys structure and follow-through, is comfortable client-facing, and is interested in growing from sales support into leading basic discovery and scoping calls over time, with direct mentorship from our Director.

What you’ll be doing

Sales Operations

• Work remotely with our Director of Business Development to support the full client engagement lifecycle.
• Learn our migration products and processes in depth in order to prepare and send Service Agreements and SOWs, respond to sales emails, and follow up on quotes.
• Maintain accurate lead and sales records in HubSpot and ClickUp. Draft customer exit interviews and use cases.
• Coordinate posting of pre-written content across social media, website, and email.

Client Engagement & Scoping

• Coordinate, attend, and actively participate in prospect and client meetings, taking notes, preparing follow-ups, and gradually contributing to scoping discussions.
• Over time, this role is expected to grow into independently leading basic scoping and discovery calls, with support and review from the Director.

Technology Stack

• Utilize our office productivity, sales, communication, and project management tools including HubSpot, ClickUp, Zoom, Slack, Time Doctor, Office365, Excel, and Box.com.
• This role requires reliable connectivity to our virtual desktop environment from your personal computer (dual monitors recommended), participation in regular virtual meetings and trainings, and accurate time tracking.

What We’re Looking For

• Accountable self-starter who thrives in a flexible, remote environment.
• Highly organized, thorough, and reliable, with strong attention to detail.
• Clear, personable communicator, both written and verbal.
• 3–4 years of experience in sales support, sales operations, or related administrative roles.
• Exposure to sales conversations or “soft sales,” with interest in developing scoping and client-facing skills.
• B2B, ERP, or data migration experience is a plus.
• Experience using HubSpot or similar CRM software.
• High proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with ClickUp or other project management tools.
• Reliable availability primarily during U.S. Eastern Time Zone business hours, with some flexibility for sales and scoping calls outside standard hours.

 

What We Offer

• A fully remote, collaborative small team environment with frequent virtual interactions.
• Competitive compensation and benefits, including Health Insurance, 401(k), PTO, and Profit Sharing.
• Meaningful professional growth for a sharp, self-directed individual who wants exposure to both the operational and client-facing sides of B2B sales.