Pre Sales Coordinator

Responsibilities

• 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
• 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.
• 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.
• Project Status Ownerships:
• Preparation of projects for new engagements and assignments
• Track project progress and milestones until closure of project
• 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.
• Client Relationship Management:
• Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.

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