Sr. Sales Co-ordinator

Artha Energy Resoures; Mumbai; On-site; INR 334,800 - 558,000; Full time

Job summary

A dynamic renewable energy company in Mumbai is seeking a detail-oriented Sr. Sales Coordinator to enhance post-order operations. This role focuses on executing seamless coordination across Business Development, Legal, and Operations teams, ensuring compliance and accurate documentation. Candidates must have a minimum of 5 years' experience in Sales Operations, exceptional communication skills, and proficiency in CRM platforms. Join a proactive team dedicated to impactful project delivery in the energy sector.

Qualifications

• Minimum 5 years of experience in Sales Operations / Coordination role.
• Experience in handling documentation, compliance, and coordination.

Responsibilities

• Ensure seamless execution of post-order activities.
• Maintain and update project activities on CRM/ERP platforms.
• Prepare and upload proposals and orders.
• Collect and verify client KYC documents.
• Schedule internal and client kickoff meetings.

Skills

Strong communication (verbal & written – English)

Excellent coordination and stakeholder management

Documentation and compliance expertise

Time management and multitasking

Proficiency in CRM tools and platforms

Proficiency in MS Excel (advanced)

Tools

Salesforce

HubSpot

SAP/Oracle

Google Drive

DocuSign

Job description

Job Title: Sr. Sales Coordinator

Location: Mumbai (Kalaghoda Fort – Near Churchgate)
CTC: ₹30,000 – ₹50,000 per month
Experience Required: Minimum 5 years

Role Purpose

We are looking for a detail-oriented and proactive Sr. Sales Operations Coordinator to ensure seamless execution of all post-order activities. This role acts as a bridge between Business Development (BD), Legal, Accounts, and Operations teams, ensuring smooth coordination, accurate documentation, and compliance for successful project closures. The role focuses on post-sales coordination, order management, contract management, client onboarding, KYC verification, MIS/reporting, and cross-functional stakeholder management using sales and operations tools.

Key Responsibilities

Documentation & Compliance

• Maintain and update project activities on Artha Central and related CRM/ERP platforms (e.g., Artha Central, Salesforce, HubSpot, SAP/Oracle) to ensure accurate status tracking and MIS readiness.

• Prepare and upload proposals, EPC, O&M, and Admin Purchase Orders; manage version control and document storage on SharePoint/Google Drive.

• Collect and verify client KYC documents post project win; ensure compliance with internal KYC and data protection standards.

• Ensure execution of agreements (NDA, EPC, O&M, PPA, Vendor Registration) using e-signature platforms (DocuSign/Adobe Sign) where applicable, and maintain a contract registry.

• Ensure proper onboarding of clients on Artha Central platform and other client portals; coordinate access, documentation, and initial setup.

Coordination & Execution

• Follow up with the Design team for final drawings and approvals; track approvals and update project trackers in collaboration tools (Teams/Slack, JIRA/Asana).

• Schedule internal and client kickoff meetings and manage meeting notes, action items, and follow-ups in shared collaboration platforms.

• Coordinate with BD, Legal, and Operations teams for agreements and approvals, ensuring timely completion of all required documentation.

• Liaise with Accounts team for Proforma Invoice (PI) generation and sharing with clients; manage invoicing workflows in ERP/finance systems.

• Review client Purchase Orders for alignment with proposals and ensure discrepancies are resolved prior to execution.

• Ensure complete handover of project details to the execution team with all documentation, drawings, and commercial inputs to enable smooth project start.

Key Performance Indicators (KPIs)

• Timely completion of sales-related project activities

• Error-free documentation and task execution

• Accuracy of data shared for legal agreements

• Turnaround time for resolving queries and providing required data

• Consistency and accuracy in MIS and reporting

Skills & Competencies

• Strong communication (verbal & written – English)

• Excellent coordination and stakeholder management

• Documentation and compliance expertise

• Time management and multitasking

• Proficiency in MS Excel (advanced: pivot tables, VLOOKUP/XLOOKUP, formulas), MS Word, CRM tools and platforms (Salesforce, HubSpot, Zoho CRM, Artha Central), collaboration tools (Microsoft Teams, Slack), document management (SharePoint, Google Drive), e-signature platforms (DocuSign, Adobe Sign), and project management tools (JIRA, Asana, Trello). Basic experience with data visualization tools (Power BI, Tableau) and ERP systems (SAP/Oracle) is a plus.

Knowledge

• Sales processes and workflows; CRM/ERP workflows and integrations

• Basic understanding of legal/commercial agreements (NDA, EPC, O&M, PPA) and contract lifecycle management; familiarity with KYC and data protection requirements

• Industry and product awareness (experience in renewable energy/solar is a plus)

Traits

• High attention to detail

• Proactive and solution-oriented

• Persistent in follow-ups

• Adaptable to dynamic work environments

Experience Requirement

• Minimum 5 years of experience in Sales Operations / Coordination role

• Experience in handling documentation, compliance, and cross-functional coordination