Pre Sales Coordinator

SAS Partners Corporate Advisors; Chennai; On-site; INR 420,000 - 600,000; Full time

Benefits offered by this job

Insurance

EPF

Gratuity

Leave Encashment

Job summary

SAS Partners Corporate Advisors in Chennai seeks a proactive Sales Coordinator to manage proposals, CRM updates, and client communications from initiation to closure.

You will coordinate with delivery and billing teams, prepare sales orders and invoices, and maintain MIS reports. The role requires 1–4 years' experience and proficiency in Zoho CRM/Projects or Salesforce, with strong organization and communication skills.

Qualifications

• Bachelor's degree or above.
• Proven experience in sales coordination, proposal preparations, project management, or a similar role (1 to 4 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.

Responsibilities

• 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.

Skills

Proposal management

CRM proficiency

Organization

Communication

Multitasking

Education

Bachelor's degree

Tools

ZOHO CRM

ZOHO Projects

Salesforce

ERP/SAP/Zoho

Job description

Responsibilities

• 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
• 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.
• 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.
• Project Status Ownerships:
  • Preparation of projects for new engagements and assignments
  • Track project progress and milestones until closure of project
• 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.
• Client Relationship Management:
  • Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.

Requirements

• Bachelor’s degree or above.
• Proven experience in sales coordination, proposal preparations, project management, or a similar role (1 to 4 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.

Benefits

• Insurance
• EPF
• Gratuity
• Leave Encashment