Pre Sales Coordinator

SAS Partners Corporate Advisors; Chennai; On-site; INR 350,000 - 520,000; Full time

Benefits offered by this job

Insurance

EPF

Gratuity

Leave Encashment

Job summary

SAS Partners Corporate Advisors in Chennai seeks a proactive Sales Coordination professional to manage client accounts, prepare proposals, and drive project milestones from inception to closure. You will coordinate across delivery and billing teams, maintain CRM data, and generate MIS reports for management.

The role requires 1–4 years of relevant experience, strong communication, and proficiency with Zoho CRM/Projects or Salesforce.

Qualifications

• Bachelor’s degree or above.
• 1 to 4 years of experience in sales coordination, proposal preparation, or project management.
• Proficient in ZOHO CRM, ZOHO Projects, Salesforce or similar app.
• Strong organizational and communication skills with attention to detail.

Responsibilities

• Manage client accounts, update KYC on Zoho, and coordinate proposal information.
• Track leads and proposals in CRM and follow up on conversions.
• Prepare sales orders and coordinate with delivery and billing teams.
• Generate purchase orders for service procurements and close PO with teams.
• Draft invoices based on milestones and coordinate billings.
• Prepare project for new engagements and track milestones to closure.
• Produce MIS reports on leads, proposals, projects, and billing for management.

Skills

Strong organizational skills

Excellent communication

Interpersonal skills

Attention to detail

Education

Bachelor's degree or above

Tools

ZOHO CRM

ZOHO Projects

Salesforce

SAP ERP

Job description

Responsibilities

• 1. 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
• 2. 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.
• 3. 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.
• 4. Project Status Ownerships:
  • Preparation of projects for new engagements and assignments
  • Track project progress and milestones until closure of project
• 5. 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.
• 6. 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