Pre Sales Coordinator

Responsibilities:

1. Proposal Management:

      - Creation of client account master and updations of client KYC on Zoho platform
      - Coordinate with internal teams to gather necessary information for proposal creation.
      - Prepare and submit proposals to client requirements and project scope given by the team
      - Daily updations of CRM with details of all leads & proposals along with the status
      - Follow up on assigned leads and proposals for conversion

2. Sales Order and Purchase Order Processing:

      - Preparation of sales order for confirmed proposals and coordinate with delivery team and billing team for closure of sales order
      - Manage the sales order process from receipt to fulfilment, ensuring accuracy and timely delivery
      - Prepare purchase orders for service procurements and coordinate with delivery team and accounts team for closure of purchase orders.

3. Drafting Invoices and co-ordination for Billing:

      - Prepare draft invoices based on project milestones and customer agreements as per the sales order.
      - Submit draft invoices for subscription engagements in coordination with the delivery team and billing team
      - Coordinate with delivery team, monitor billing activities and follow up on overdue accounts as needed.

4. Project Status Ownerships:

      - Preparation of projects for new engagements and assignments
      - Track project progress and milestones until closure of project

5. MIS and Reports on the Leads, Proposals, Projects and Billing to Management:

      - Preparation and submission of various reports as required by Management team from Zoho CRM, Sales Orders, Projects, Subscription modules, etc.

6. Client Relationship Management:

      - Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.

Requirements

Requirements:

      - Bachelor’s degree or above.
      - Proven experience in sales coordination, proposal preparations, project management, or a similar role (1 to 4 years).
      - Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app
      - Strong organizational skills with the ability to manage multiple tasks simultaneously.
      - Excellent communication and interpersonal skills.
      - Attention to detail and a proactive approach to problem-solving.
      - MIS preparations from ERP/ SAP/ Zoho for team and management.

Benefits

• Insurance
  
• EPF
  
• Gratuity
  
• Leave Encashment