Sales Coordinator

A. Overall Purpose of The Job

We are seeking a dynamic and detail-oriented Sales Support & CRM Analyst to provide support to India Consulting Practice. This role combines CRM (Salesforce) administration, sales reporting (MIS), client onboarding coordination, analytics, and presentation development support to enable a high-performing sales organization. The ideal candidate brings a data-driven mindset, excellent coordination skills, and a deep understanding of how to support sales in complex solution selling domain.

B. Key Responsibilities

Salesforce CRM Management

• Maintain and manage Salesforce CRM with up-to-date clients and deal data.
• Ensure clean data practices, correct tagging by business line (HealthTech / Security Risk), and accurate pipeline tracking.
• Develop and share CRM dashboards and reports to support periodic sales reviews.

Sales Reporting (MIS) & Analytics

• Prepare daily, weekly, and monthly MIS reports across business lines.
• Analyze sales trends, conversion rates, and funnel metrics to derive insights.
• Track KPIs such as lead-to-client ratios, onboarding progress, and renewal/upsell opportunities.

Client Onboarding Coordination

• Support onboarding for clients across the India Practice team
• Liaise with internal teams (finance, product, operations, compliance) to ensure all steps and documentation are complete.
• Track onboarding timelines and ensure seamless handovers to client servicing teams.

Sales Enablement & Presentation Support

• Create, format, and maintain high-impact PowerPoint presentations for internal leadership reviews and client meetings in coordination with Marketing/Product teams
• Assist in proposal writing, case study formatting, and document management.
• Maintain sales content library with updated templates, pitch decks, and collateral.

Cross-Functional Collaboration

• Work closely with India and Cross Border teams
• Collaborate with other functions such as Product, Marketing, and Operations teams to ensure sales teams are supported with relevant data and tools.

Additional Responsibilities

• To work within and promote all International SOSs policies, procedures and corporate values.
• To be aware of International SOS policies, practices and procedures and actively participate in the ongoing development and enhancement of these important areas of our business.
• Undertaking project work or reasonable duties as requested by direct Manager
• Maintain personal ongoing credentialing of all related skills, qualifications and knowledge needed to complete the defined role and comply with relevant authorities.

C. Occupational Health & Safety Responsibilities

• Participate in the development and maintenance of a safe and healthy workplace.
• Undertake all mandatory OH&S training as required.
• Comply with any reasonable instructions, policies, procedures or safe work practices given by Intl. SOS in adhering to safe work procedures.
• Co-operate with management in its fulfilment of its legislative obligations.
• Take reasonable care to ensure their own health and safety and the safety of others.
• To report any injury, hazard or illness as soon as possible to their supervisor.

D. Job Profile

Required Skills and Knowledge

• Excellent communication and written English
• Professional communication, presentation and interpersonal skills
• Time management
• Team player
• Confident decision making
• Able to work in a matrix and functional organization

Required Competencies

• Data-Driven Thinking
• CRM Administration & Data Integrity
• Cross-Functional Communication
• Analytical & Reporting Skills
• Domain Adaptability (HealthTech + Security Risk)
• Process-Oriented Execution
• Customer Focus
• Ethics and Values
• Drive for Results
• Time Management

Written Communication

Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.

Ability to Work under Pressure

Able to work under pressure to meet deadlines. Uses positive and constructive coping strategies when under pressure. At all times conducts oneself professionally to reflect positively on the profession he/she represents.

Required Work Experience

• 5+ years of experience in similar role.
• Excellent knowledge of MS Office Suite, Sales Force CRM (Must) and Power BI.

Required Qualifications and skills

• Bachelors degree in a relevant field (e.g., Health Informatics, Life Sciences, Computer Science).
• Experience in working with large, complex datasets
• 5+ years of experience in sales support, CRM/MIS reporting, and onboarding roles.
• Proven hands-on experience with Salesforce CRM is a must.
• Strong skills in Excel (VLOOKUP, PivotTables, charts etc) and PowerPoint.
• Understanding of both HealthTech industry is a strong advantage.
• Excellent verbal and written communication skills.

Preferred Skills:

• Experience with BI tools like Power BI, Tableau, or Google Data Studio.
• Knowledge of compliance or regulatory workflows in healthcare or security.
• Experience in B2B onboarding or enterprise customer lifecycle workflows.
• Ability to manage multiple stakeholders and business lines simultaneously.

Required Languages

• English and local language (usually Hindi).

Travel / Rotation Requirements

• Rotation and travel based on assignment.