Sales Operations

Job Purpose

To manage and monitor the day-to-day sales operations of the team, ensure proper follow-up on enquiries and quotations, track individual and team performance, maintain sales discipline, and coordinate with internal departments to achieve sales targets.

Key Responsibilities / KRA1. Team Monitoring & Coordination

• Monitor the daily activities of Sales Executives/BDEs.
• Ensure team members follow their daily calling, customer visit and follow-up plans.
• Allocate and monitor leads/enquiries among team members.
• Review pending activities and ensure timely completion.
• Guide team members on follow-up priorities and sales processes.

2. Sales Target Monitoring

• Track individual and team-wise monthly sales targets.
• Monitor daily/weekly achievement against targets.
• Identify gaps in performance and communicate corrective action.
• Follow up with team members on pending targets and opportunities.
• Prepare target vs. achievement reports for management.

3. Enquiry & Lead Management

• Monitor all incoming enquiries and ensure proper allocation.
• Check whether enquiries are being contacted and followed up on time.
• Track enquiry status from lead → appointment → quotation → follow-up → order.
• Identify inactive or unattended leads and take corrective action.
• Ensure proper lead verification and data entry.

4. Quotation & Follow-up Monitoring

• Monitor all quotations generated by the sales team.
• Ensure timely follow-up on pending quotations.
• Track quotation-to-order conversion.
• Identify lost quotations and record reasons wherever possible.
• Escalate important or high-value opportunities to the Sales Manager.

5. Daily Sales Review

• Conduct/coordinate daily sales updates from team members.
• Review calls, visits, enquiries, quotations and orders.
• Maintain a daily activity tracker.
• Identify important pending cases requiring management intervention.
• Ensure sales team members maintain proper CRM/ERP updates.

6. MIS & Reporting

• Prepare daily, weekly and monthly sales MIS.
• Prepare individual sales-performance reports.
• Maintain enquiry, quotation, order and conversion reports.
• Prepare pending follow-up and ageing reports.
• Share regular reports with the Sales Manager/Sales Head.

7. Sales Team Support

• Support Sales Executives/BDEs with customer information, order history, pricing and internal coordination.
• Help team members resolve routine sales-related issues.
• Coordinate with management for special pricing, approvals and exceptional customer requirements.
• Support new team members in understanding sales processes.

8. Interdepartmental Coordination

• Coordinate with Accounts, Production, Stores, Dispatch and other departments for sales requirements.
• Track order status and communicate delays to the concerned salesperson.
• Ensure customer commitments are properly communicated internally.
• Follow up on pending orders, dispatches and payment-related issues.

9. Customer & Order Monitoring

• Monitor important customer orders and pending requirements.
• Track repeat orders and potential business opportunities.
• Ensure customer complaints or operational issues are escalated and followed up.
• Coordinate with the concerned sales person for customer retention and repeat business.

10. Team Discipline & Process Compliance

• Ensure team members follow company sales procedures.
• Monitor attendance, reporting, daily activity and CRM updates where applicable.
• Ensure timely submission of reports.
• Identify repeated gaps in performance, follow-up or reporting and report them to the Sales Manager.

11. Performance Review Support

• Maintain performance records of individual team members.
• Identify high performers and employees requiring additional support.
• Provide regular performance feedback to team members.
• Assist the Sales Manager in setting individual activity targets and reviewing performance.

12. Process Improvement

• Identify gaps in the existing sales process.
• Suggest ways to improve enquiry handling, follow-up, conversion and reporting.
• Ensure proper documentation and systematic tracking of sales activities.

Pay: ₹25,000.00 - ₹40,000.00 per month

Work Location: In person