Sales Coordinator

Greetings!

We're hiring for our Entity - BankKeeping [
https://www.bankkeeping.com/ ]

JD-

Mission

To ensure seamless coordination across leads, demos, and sales processes by supporting the Sales team with scheduling, tracking, follow-ups, and CRM management thereby improving conversion rates, reducing leakages, and ensuring operational efficiency in the sales funnel.

Outcomes

Product Demonstration Coordination & Scheduling

• Ensure 100% demos are properly scheduled, confirmed, and tracked.
• Coordinate between Tele-caller and Sales team for smooth product demonstration flow.
• Maintain daily demo calendar with zero conflicts or overlaps.

Product Demonstration Attendance & Follow-Ups

• Ensure 85%+ demo attendance rate through timely confirmations and reminders.
• Conduct pre-demo and post-demo follow-ups with all prospects.
• Reschedule missed demos and ensure re-engagement.

Sales Pipeline Management

• Maintain accurate and real-time CRM updates across all stages:
  (First Call Demo Founder Call Quotation Closure).
• Ensure zero data gaps in pipeline tracking.
• Track movement of each lead and highlight stuck deals.

Sales Team Support

• Support Sales team with:

• Proposal / quotation coordination

• Sharing documents and presentations

• Follow-up reminders for key prospects

• Ensure Sales team focuses on winning, not coordination.

Reporting & Visibility

• Prepare daily, weekly, and monthly sales reports.

• Highlight key insights:

• Conversion ratios

• Drop-off stages

• No-show trends

• Provide visibility to management on funnel performance.

Lead & Data Management

• Ensure proper lead tagging, segmentation, and allocation.
• Maintain a clean and structured database of all leads.
• Avoid duplication and data inconsistencies.

Key Metrics / Scorecard

• Demo attendance rate (%)
• Demo scheduling accuracy (no overlaps/errors)
• CRM data accuracy & completeness (%)
• Pipeline hygiene score
• Follow-up completion rate (%)
• Reduction in lost / untracked leads
• Conversion improvement across stages
• Reporting accuracy and timeliness