Process Associate

SAS Partners; Chennai District; On-site; INR 400,000 - 700,000; Full time

Benefits offered by this job

Leadership exposure

Growth aligned to vision 2030 roadmap

Structured process driven environment

Performance linked career progression

Job summary

SAS Partners in Chennai, Tamil Nadu, seeks a capable Sales Coordination professional to manage proposals, orders, invoicing and billing for client engagements. You will maintain client data in Zoho, coordinate with delivery and accounts teams, and ensure timely progression from opportunity to closure.

The role requires 2–5 years' experience in sales coordination or project management, strong communication, and proficiency with Zoho CRM, Zoho Projects, and Salesforce.

Qualifications

• Bachelor's degree or higher.
• 2–5 years in sales coordination or project management.
• Proficiency in Zoho CRM, Zoho Projects, Salesforce.
• Strong organizational and communication skills.
• MIS reporting from ERP/SAP/Zoho.

Responsibilities

• Coordinate with internal teams to prepare proposals.
• Manage sales orders and procurement coordination.
• Prepare and submit invoices and monitor billing.
• Track project progress and milestones until closure.
• Produce MIS reports for management from Zoho/Sales modules.
• Maintain cordial client relationships and provide timely support.

Skills

Zoho CRM

Zoho Projects

Salesforce

Communication

Organizational skills

MIS reporting

Problem solving

Education

Bachelor's degree or above

Tools

Zoho Suite

Job description

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