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