Sales Coordinator

Ontrust Capital; Kolkata District; On-site; INR 350,000 - 650,000; Full time

Job summary

BankKeeping in India is seeking a Sales Coordination professional to streamline demos, scheduling, and CRM processes. The role focuses on coordinating between tele-callers and the Sales team to ensure a smooth product demonstration flow and timely follow-ups.

You will maintain accurate CRM data, track pipeline health, and support the sales team with proposals and documentation, enabling the team to focus on winning deals.

Qualifications

• Experience coordinating demos, scheduling, and CRM upkeep.
• Ability to track pipeline stages and ensure data integrity.
• Strong collaboration with sales teams and tele-callers.

Responsibilities

• Coordinate product demonstrations to ensure 100% scheduling, confirmation, and tracking.
• Manage attendance programs to achieve high demo turnout and timely follow-ups.
• Maintain real-time CRM updates across stages from first contact to closure.
• Support sales with proposals, quotations, and document sharing; keep follow-ups on track.
• Generate daily, weekly, and monthly sales reports and highlight insights on funnel performance.
• Tag, segment, and allocate leads while maintaining a clean, deduplicated database.

Skills

CRM management

Demo coordination

Sales support

Reporting

Job description

Greetings!

We're hiring for our Entity - BankKeeping https://www.bankkeeping.com/

Mission

To ensure seamless coordination across leads, demos, and sales processes by supporting the Sales team with scheduling, tracking, follow-ups, and CRM management thereby improving conversion rates, reducing leakages, and ensuring operational efficiency in the sales funnel.

Outcomes

Product Demonstration Coordination & Scheduling

• Ensure 100% demos are properly scheduled, confirmed, and tracked.
• Coordinate between Tele-caller and Sales team for smooth product demonstration flow.
• Maintain daily demo calendar with zero conflicts or overlaps.

Product Demonstration Attendance & Follow-Ups

• Ensure 85%+ demo attendance rate through timely confirmations and reminders.
• Conduct pre-demo and post-demo follow-ups with all prospects.
• Reschedule missed demos and ensure re-engagement.

Sales Pipeline Management

• Maintain accurate and real-time CRM updates across all stages: (First Call Demo Founder Call Quotation Closure).
• Ensure zero data gaps in pipeline tracking.
• Track movement of each lead and highlight stuck deals.

Sales Team Support

• Support Sales team with:
  • Proposal / quotation coordination
  • Sharing documents and presentations
  • Follow-up reminders for key prospects
• Ensure Sales team focuses on winning, not coordination.

Reporting & Visibility

• Prepare daily, weekly, and monthly sales reports.
• Highlight key insights:
  • Conversion ratios
  • Drop-off stages
  • No-show trends
• Provide visibility to management on funnel performance.

Lead & Data Management

• Ensure proper lead tagging, segmentation, and allocation.
• Maintain a clean and structured database of all leads.
• Avoid duplication and data inconsistencies.

Key Metrics / Scorecard

• Demo attendance rate (%)
• Demo scheduling accuracy (no overlaps/errors)
• CRM data accuracy & completeness (%)
• Pipeline hygiene score
• Follow-up completion rate (%)
• Reduction in lost / untracked leads
• Conversion improvement across stages
• Reporting accuracy and timeliness