Pre Sales Coordinator

SAS Partners Corporate Advisors Private Limited; Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

SAS Partners Corporate Advisors Private Limited in Chennai seeks a dynamic Sales Coordination professional to support proposals, client communications, and project billing on Zoho and related platforms. You will collaborate with internal teams to prepare proposals, update CRM, and manage orders from receipt to delivery.

Candidates should have 1–4 years experience in sales coordination or project management, strong organizational and communication skills, and proficiency with Zoho CRM/Zoho

Qualifications

• Bachelor’s degree or higher.
• 1–4 years of sales coordination or similar role.
• Proficiency in Zoho CRM/Zoho Projects and Salesforce or similar apps.
• Excellent communication and interpersonal skills.
• Attention to detail and proactive problem-solving.

Responsibilities

• Create and update client accounts and KYC on Zoho.
• Coordinate with internal teams for proposal content.
• Prepare and submit client proposals per requirements.
• Update CRM daily with leads, proposals, and statuses.
• Follow up on leads and proposals for conversion.
• Process sales orders and coordinate with delivery and billing.
• Prepare purchase orders and coordinate with procurement and accounts.
• Draft and submit invoices for projects and subscriptions.
• Track project progress and milestones until closure.
• Generate reports from Zoho CRM, orders, and projects.
• Maintain client relationships and provide timely support.

Skills

Zoho CRM

Zoho Projects

Salesforce

Organizational skills

Communication skills

Interpersonal skills

Problem-solving

Multi-tasking

Education

Bachelor’s degree

Tools

Zoho CRM

Zoho Projects

Salesforce

ERP/Zoho suite

Job description

SAS Partners Corporate Advisors Private Limited | Full time

SASPartnersisaleadingcorporateadvisoryfirmsupportingforeigncompanieswith

Indiaentry,businessexpansion,GCCsetup,accounting,finance&tax,company

secretarial,HR&payroll,andregulatorycomplianceservices.Wearelookingfora

dynamic,result-orientedB2Bmarketingprofessionaltodrivebrandvisibility,generate

qualifiedleads,andsupportbusinessgrowth.

Job Description

• 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
• 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.
• 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.
• Preparation of projects for new engagements and assignments
• Track project progress and milestones until closure of project
• Preparation and submission of various reports as required by Management team from Zoho CRM, Sales Orders, Projects, Subscription modules, etc.
• Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.

Requirements

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.