Pre-sales Coordinator / Process Associate

SAS Partners; Chennai District; Sur place; INR 350 000 - 550 000; Plein temps

Avantages offerts par ce poste

Leadership Exposure

Growth Aligned to vision 2030 roadmap

Structured process driven environment

Performance linked career progression

Résumé du poste

SAS Partners is seeking a results-oriented Sales Coordination professional in Chennai to handle proposal management, client KYC, and CRM activities. You will liaise with internal teams to gather information, prepare proposals, and ensure timely order processing from sales to billing.

The role involves drafting invoices, tracking project progress, and generating MIS reports for management. Strong communication and organizational skills are essential for success in this fast-paced environment.

Qualifications

• Bachelor's degree or above.
• Experience in sales coordination, proposal preparations, project management (2–5 years).
• Proficiency with CRMs (ZOHO/Salesforce) and MIS reporting.

Responsabilités

• Create client account master and update KYC on Zoho.
• Coordinate with internal teams for proposal creation and submit proposals.
• Process sales orders and purchase orders with delivery and billing teams.
• Draft invoices based on milestones and manage subscription billing.
• Track project progress and report status to management.
• Maintain MIS reports on leads, proposals, projects and billing.

Connaissances

Sales coordination

Proposal preparation

Project management

ZOHO CRM

ZOHO Projects

Salesforce

Organizational skills

Communication

MIS reporting

Formation

Bachelor's degree or above

Outils

ZOHO CRM

ZOHO Projects

Salesforce

Description du poste

Role & 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.

Preferred candidate profile:-

• Bachelors degree or above.
• Proven experience in sales coordination, proposal preparations, project management, or a similar role (2 to 5 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.

Perks and benefits:-

• Leadership Exposure
• Growth Aligned to vision 2030 roadmap
• Structured process driven environment
• Performance linked career progression