Client Relationship Coordinator

new Source Hub; Bengaluru; On-site; INR 350,000 - 650,000; Full time

Benefits offered by this job

Fixed salary + incentives

Exposure to corporate clients

Career growth opportunities

Dynamic work environment

Learning across gifting, merchandise,印

Job summary

New Source Hub is seeking a Sales Support Executive to assist the Sales & Business Development team in managing leads, enquiries, quotations, and client communications. The role involves coordinating orders, following up payments, and ensuring timely execution across internal teams.

The ideal candidate will be highly organized, proactive, and commercially aware, with strong MS Excel/CRM skills and experience in a B2B sales environment.

Qualifications

• Experience in Sales Support / Inside Sales / Business Development Support.
• Strong verbal and written communication skills.
• Good follow-up and coordination skills.
• Comfortable communicating with corporate clients.
• Proficient in MS Excel, Word, Email, WhatsApp, and CRM/lead tools.

Responsibilities

• Lead & Enquiry Management: handle enquiries from calls, WhatsApp, email and website, record details, assign to BD/sales, ensure timely follow-up.
• Quotation & Proposal Support: prepare quotations, coordinate costing and product specs, share with clients, update quotations and terms.
• Client Communication & Follow-Up: professional client communication, follow-ups through sales process, schedule meetings and demos.
• Order Processing & Coordination: coordinate with design, sourcing, production, procurement, logistics; verify orders and artwork; track progress.
• Sales Coordination: administrative support, maintain pipelines, generate reports, track targets and conversions.
• Payment & Commercial Follow-Up: coordinate payments, follow up on invoicing and collections, ensure terms adhered.
• Customer Relationship Support: maintain client relationships, identify repeat business opportunities, support cross-selling.
• Internal Coordination: ensure data flow between client, BD, design, production, procurement, logistics, finance and management.

Skills

Strong communication

Follow-up skills

Coordination

Organization

Commercial awareness

Customer service

Problem solving

Attention to detail

Time management

Ownership

Tools

MS Excel

MS Word

Email

WhatsApp

CRM/lead management tools

Job description

Job description

New Source Hub is looking for a Sales Support Executive to support the Sales & Business Development team in managing leads, enquiries, quotations, client communication, order coordination, and day-to-day sales activities.

The role is responsible for ensuring that enquiries move smoothly from lead/enquiry requirement understanding quotation follow-up order confirmation execution delivery payment follow-up.

The ideal candidate should be highly organized, proactive, commercially aware, and comfortable coordinating with clients as well as internal teams.

This role is suited for someone who enjoys sales coordination, client communication, follow-ups, documentation, and getting things executed on time.

Key Responsibilities

1. Lead & Enquiry Management

• Receive and manage enquiries received through calls, WhatsApp, email, website, referrals, exhibitions, and company-generated leads.


• Understand client requirements including product, quantity, specifications, budget, timeline, branding, and delivery requirements.


• Record and maintain lead and enquiry details in CRM/Excel/lead trackers.


• Assign or coordinate enquiries with the appropriate Business Development/Sales team member.


• Ensure every enquiry is followed up within the required timeline.


• Maintain accurate status of all active, pending, converted, and lost leads.

2. Quotation & Proposal Support

• Prepare quotations based on approved pricing and client requirements.


• Coordinate internally for costing, product specifications, sourcing, production feasibility, and delivery timelines.


• Share quotations, catalogues, product details, and company presentations with clients.


• Prepare revised quotations based on client negotiations and requirement changes.


• Maintain quotation history and ensure the latest commercial terms are communicated correctly.


• Follow up with clients for quotation confirmation and order status.

3. Client Communication & Follow-Up

• Communicate professionally with corporate clients through calls, WhatsApp, and email.


• Follow up on enquiries, quotations, samples, approvals, purchase orders, payments, and deliveries.


• Maintain regular communication with clients throughout the sales process.


• Schedule meetings, calls, product presentations, and requirement discussions when required.


• Escalate important client requirements or issues to the concerned Sales/BD manager.

4. Order Processing & Coordination

• Coordinate with Sales, Design, Sourcing, Production, Procurement, and Logistics teams after order confirmation.


• Collect and verify purchase orders, artwork, specifications, delivery details, and other required information.


• Prepare clear internal order briefs to avoid execution errors.


• Track sample development, approvals, production status, dispatch, and delivery.


• Maintain order status trackers and proactively highlight delays or issues.


• Coordinate with clients for artwork approval, sample approval, quantity confirmation, and delivery schedules.

5. Sales Coordination

• Provide day-to-day administrative and operational support to the Sales/BD team.


• Maintain sales pipelines and follow-up schedules.


• Prepare daily, weekly, and monthly sales reports.


• Track sales targets, enquiries, quotations, conversions, pending orders, and follow-ups.


• Support sales executives before and after client meetings.


• Maintain customer databases and ensure contact information is updated.

6. Payment & Commercial Follow-Up

• Coordinate with clients regarding advance payments, balance payments, and outstanding invoices.


• Follow up on payment commitments professionally and regularly.


• Coordinate with Accounts for invoice, payment, and collection status.


• Ensure orders are processed as per approved commercial terms.


• Support documentation related to quotations, proforma invoices, purchase orders, and invoices.

7. Customer Relationship Support

• Maintain professional relationships with existing and prospective corporate clients.


• Understand client requirements and identify opportunities for repeat business.


• Support the Sales/BD team in cross-selling and upselling:




• Corporate Gifting


• Merchandise


• Print & Packaging


• Facilities Supplies




• Maintain records of client preferences, previous orders, pricing, and ongoing requirements.


• Assist in client retention and repeat-order activities.

Internal Coordination

The Sales Support Executive will regularly coordinate with:

• Business Development / Sales Team


• Design Team


• Production Team


• Procurement / Sourcing Team


• Logistics & Dispatch Team


• Accounts & Finance Team


• Management

The candidate must ensure that information flows accurately between the client and internal teams.

Required Skills & Profile

• 14 years of experience in Sales Support / Sales Coordination / Inside Sales / Customer Relationship / Business Development Support.


• Strong verbal and written communication skills.


• Good follow-up and coordination skills.


• Comfortable communicating with corporate clients.


• Good knowledge of MS Excel, Word, Email, WhatsApp, and CRM/lead management tools.


• Strong attention to detail and documentation.


• Ability to handle multiple enquiries and orders simultaneously.


• Good commercial understanding and negotiation support skills.


• Proactive approach to follow-ups and problem-solving.


• Ability to work under deadlines and manage priorities.


• Strong ownership and execution mindset.

Preferred Background

Candidates with experience in any of the following industries will be preferred:

• Corporate Gifting


• Promotional Merchandise


• Printing


• Packaging


• Branding


• Corporate Procurement


• Facility Supplies


• B2B Trading


• Sourcing


• Event & Exhibition Supplies


• Corporate Supplies

Experience in handling corporate/B2B clients will be an added advantage.

Key Competencies

Communication | Follow-Up | Coordination | Organization | Commercial Awareness | Customer Service | Problem Solving | Attention to Detail | Time Management | Ownership

Key Performance Indicators (KPIs)

Performance will be measured based on:

• Enquiry response time


• Number of enquiries handled


• Follow-up completion rate


• Quotations prepared and sent


• Quotation-to-order conversion support


• Pending enquiry reduction


• Order processing accuracy


• On-time coordination and execution


• Payment follow-up and collection support


• Customer response and satisfaction


• Repeat business support


• Accuracy and timeliness of CRM/Excel reporting


• Daily and weekly reporting discipline

What We Offer

• Fixed salary + performance-linked incentives, as applicable


• Exposure to corporate and institutional clients


• Opportunity to work across multiple B2B business verticals


• Learning exposure across Gifting, Merchandise, Printing, Packaging & Facility Supplies


• Opportunity for career growth into Senior Sales Support / Inside Sales / Client Relationship / Key Account Management / Business Development roles


• Dynamic and growth-oriented work environment

Ideal Candidate

We are looking for someone who does not simply wait for instructions.

The ideal candidate should be proactive with follow-ups, organized with data, confident with clients, commercially aware, and strong in coordination and execution.

The person should be able to take ownership of an enquiry or order and ensure that it moves forward smoothly until completion.

If you are someone who enjoys client communication, sales coordination, follow-ups, and getting things done, we would like to hear from you.