Pre-sales Coordinator / Process Associate

Job highlights

• Bachelor's degree with 2-5 years experience in sales coordination, proposal preparation, and project management; proficiency in Zoho CRM, Zoho Projects, Salesforce; MIS reporting from ERP/SAP/Zoho
• Manage proposals, sales and purchase orders, draft invoices, track project status, prepare MIS reports, and maintain client relationships

Role & 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.

Preferred candidate profile:-

• Bachelors degree or above.
• Proven experience in sales coordination, proposal preparations, project management, or a similar role (2 to 5 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.

Perks and benefits:-

• Leadership Exposure
• Growth Aligned to vision 2030 roadmap
• Structured process driven environment
• Performance linked career progression
• Share your CV to [email protected] / 9840044253