Job Description:
Job Description:
1) Job Purpose:
To support sales operations through accurate MISreporting, sales data analysis, customer coordination, quotation and paymentfollow-up, CRM updation, and administrative assistance, while providing timelyand meaningful insights to management for effective decision-making andimproved sales performance.
2) Roles and Responsibilities:
1.Sales Coordination & Customer Support
- Coordinate with the sales teamto track leads, customer enquiries, quotations, orders, and follow-ups.
- Prepare quotations andproposals based on customer requirements and approved commercial terms.
- Follow up with customersregarding quotations, orders, and pending payments through calls and emails.
- Maintain accurate records ofcustomer interactions, transactions, and sales activities.
- Create and update customeraccounts and contacts in the CRM.
- Assist in identifying andresearching potential new customers.
- Coordinate with Sales,Marketing, Logistics, Accounts, and other internal teams to ensure smoothexecution of customer requirements.
- Support the resolution ofissues related to product delivery and customer service.
- Share product catalogues,product information, and promotional communication with customers.
- Maintain proper documentationand tracking of sales activities.
2. MIS& Reporting
- Prepare and maintain daily,weekly, and monthly MIS reports.
- Develop sales dashboards andreports using MS Excel, Pivot Tables, VLOOKUP/XLOOKUP, formulas, filters,sorting, and charts.
- Analyse sales data to identifytrends, variances, performance gaps, and improvement areas.
- Ensure accuracy, consistency,and timely submission of all reports.
- Convert raw data intomeaningful insights and actionable recommendations for management.
- Coordinate with variousdepartments for data collection, validation, and reporting.
- Prepare managementpresentations using Excel and PowerPoint.
- Support process improvementsthrough data-driven analysis.
3.CRM, ERP & Documentation
- Ensure timely and accurateupdation of sales activities, customer information, enquiries, quotations, orders,and follow-up details in the CRM.
- Maintain and update relevantrecords in ZOHO ERP, SAP, or other company software as required.
- Track pending actions andcoordinate with concerned team members for timely closure.
- Maintain proper filing anddocumentation of sales-related records.
4.Management Support
- Provide regular updates onsales performance, pending quotations, open orders, customer follow-ups, andpayment status.
- Highlight critical issues,delays, and deviations to the reporting manager.
- Support the preparation ofreview presentations and management reports.
- Perform other salescoordination and MIS-related activities as assigned.
3) Communication and Relationship:
INTERNAL: Departmental HODs / Company Staffs
EXTERNAL: Customers, Dealers, Distributors, Vendors andConsultants
4) Knowledge, Training and Skills:
- Advanced knowledge of MS Excel,including Pivot Tables, VLOOKUP/XLOOKUP, IF and other formulas, filters,sorting, charts, and dashboards.
- Working knowledge ofPowerPoint, CRM software, ZOHO ERP, and SAP.
- Knowledge of Tally will be anadded advantage.
- Strong analytical, reporting,and problem-solving skills.
- Good communication,coordination, and follow-up skills.
- Ability to manage multiple tasksand meet deadlines.
- High attention to detail,accuracy, and data confidentiality.
- Knowledge of sales processes,customer handling, and payment follow-up.
- Knowledge of the buildingmaterials/construction industry is preferred.
Requirements
Experience: 3–5 years of experience in MIS, sales coordination, salesoperations, or a similar role
Preferred Candidate Location: Localcandidates within 30 kms (Surat) from job location is preferred
Educational Qualification: Graduatein any discipline; Commerce or Business Administration preferred
Requirements: