Job Description

Role and Responsibilities

Prepare and share quotations, proposals, and commercial documents with clients. Coordinate with product/technical teams and vendors for pricing. Manage sales pipeline updates, follow-ups, and CRM entries. Assist sales team with documentation, order processing, and client communication. Maintain trackers for leads, proposals, orders, and renewals. Support in preparing daily/weekly/monthly sales MIS reports for Sales, Service, and Finance. Coordinate with the Service/Support team for ticket assignment and closure in CRM. Track AMC/renewal leads, warranty expiry, and service quotations. Share service-related proposals & follow up for closure of service deals. Maintain service sales database AMC, Preventive Maintenance, Renewals, etc. Support in scheduling engineers and ensuring SLA timelines are met. Assist in customer communication regarding service status updates. Act as the bridge between Sales, Service, Accounts, and Logistics departments. Maintain service logs, daily operational trackers, and team progress reports. Support in coordinating material dispatch, engineer allocation, and task updates. Track SLA performance and escalate delays to the respective team. Maintain operational documentation and ensure timely updates to the system. Prepare weekly service performance & activity summary reports & review with the client. Perform internal checks on documentation, billing, approvals, and processes. Identify discrepancies and report irregularities to the management. Ensure compliance with internal SOPs across Sales, Service & Operations. Maintain audit records and help prepare process improvement reports. Monitor data accuracy in trackers, CRM, and financial logs. Track client payments and update. Coordinate with Accounts for payment follow-up, vendor payments & invoice status. Maintain records of advance payments, due payments, and outstanding amounts. Highlight payment delays, discrepancies, or pending approvals. Maintain organized documentation, digital records, and filing systems.

Qualifications and Education Requirements

Minimum graduation is required, Excel certifications or Course would be advantageous

EXPERIENCE

2-4 years in Sales Support, Operations, Service Coordination, or Business Support roles.

Preferred Skills

Strong communication & coordination ability

Proficiency in Excel, Google Sheets, and documentation

Basic understanding of sales & service workflows

Ability to multitask and manage multiple stakeholders

Knowledge of internal audit or operational compliance is an added advantage

Job Types: Full-time, Permanent

Pay: ?10,000.00 - ?30,000.00 per month

Benefits:

Leave encashment Provident Fund
Work Location: In person