Pre- Sales Coordinator/ Pre Sales Operations and Support.
Role Objective:
To assist the Senior Sales Engineer in ensuring smooth coordination between Sales, Execution, Proposal, and Accounts teams : by managing documentation, Maintaining Dashboards, tracking, communication, and follow-ups.
Key Responsibilities:
3. Pre Sales Documentation & Process Management
- Prepare and maintain documentation related to orders, quotations, and proposals.
- Keep organized data folders for client quotes, reports, and payment records.
- Create and maintain standard templates for repetitive documents.
- Maintain accuracy of Sales data.
1. Pre- Sales Support & Coordination:
-Maintain daily & weekly sales tracker for inquiries, quotations, and order status. Coordinate with proposal team for timely quotation submissions.
-Track client communication and maintain follow-up logs.
-Prepare draft emails, client quotes, and follow-up summaries for review.
-Assist in preparing monthly Sales Performance Reports.
2. Execution Interface
- Bridge between Service/Execution team and Sales for order progress updates.
- Maintain execution tracker from order receipt to project handover & completion.
- Coordinate with engineers and update status independently.
- Escalate issues only after two independent follow-ups.
4. Payment & Accounts Coordination
- Follow up with accounts and clients on pending payments.
- Maintain collection tracker with due dates and follow-ups.
- Escalate payment delays only when required.
5. Team Communication & Reporting
- Prepare Daily Status Reports (DSR).
- Schedule meetings, prepare minutes, and track actions.
- Support in preparing data for monthly review.
Skills & Attributes
- Strong communication skills (written & verbal)
- High follow-up discipline
- Proficiency in Excel / Google Sheets
- Understanding of sales documentation
- Accountability and time management
- Calm and solution-oriented mindset
Performance KPIs
- Daily update of sales tracker
- 95% accuracy in order follow-up status
- Weekly update of payment tracker
- Daily DSR reporting
- Escalations only after two internal follow?ups
Interested candidates can apply on the Job post with there updated resume.
Job Types: Full-time, Permanent
Pay: ₹360,000.00 - ₹420,000.00 per year
Benefits:
Provident Fund
Work Location: In person
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