06 Aug
|
Bureau veritas india
|
Bengaluru
06 Aug
Bureau veritas india
Bengaluru
1. Role Purpose
The sales Coordinator - B&I; will support the Zonal Sales Manager and Sales Team by managing the complete proposal-to-order coordination cycle. The role is responsible for preparing and submitting proposals, following up with clients, coordinating with internal sales and operations teams, maintaining Salesforce discipline, supporting contract review and sales-to-operations handover, and ensuring that project credentials and client engagement records are accurate and updated.
2. Key Responsibilities
A. Lead Creation, Qualification and Salesforce Management
- Create, update and maintain leads, opportunities, proposals, client interactions and pipeline status in Salesforce.
- Generate, qualify and route sales leads to the appropriate B&I; sales owner, product line or service line.
- Ensure Salesforce data hygiene, timely updates, proposal upload, prospect stage movement and accurate follow-up notes.
- Maintain opportunity pipeline trackers and support the ZSM with sales funnel visibility, ageing analysis and conversion tracking.
B. Proposal and Quotation Management
- Prepare technical and commercial proposals, quotations and offer documents for B&I; services, including Geotechnical, NDT, PMC, QA/QC, HSE and Laboratory services.
- Review RFQs/RFPs and coordinate internally to gather technical scope, commercial inputs, compliance requirements, assumptions, exclusions and submission formats.
- Ensure proposals are complete, accurate, client-compliant, commercially aligned and submitted within agreed timelines.
- Maintain updated proposal templates, standard scope descriptions, commercial formats, credentials and supporting documents.
C. Client Communication and Follow-up
- Send proposals/quotations to clients and ensure timely acknowledgement and response tracking.
- Follow up regularly with clients for clarification, negotiation status, proposal feedback,
order confirmation and next steps.
- Respond promptly to client enquiries related to proposals, quotations, order status, scope clarifications and document requirements.
- Where required, arrange or attend client meetings along with the concerned Sales Manager or ZSM to support offer clarification and order conversion.
D. Sales Team and Operations Coordination
- Coordinate with Sales Managers, Product Line Heads and Operations Teams to ensure smooth proposal preparation, technical validation and commercial review.
- Facilitate contract review before order acceptance, including scope, price, payment terms, deliverables, timelines, exclusions and client obligations.
- Coordinate the sales-to-operations handover after order booking, ensuring all approved proposal details, PO/WO, scope, commercial conditions and client expectations are transferred clearly.
- Support operations during project kick-off by ensuring background documents, client communication history and proposal references are available.
E. Credentials, Registrations and Business Development Support
- Maintain and update B&I; service credentials, project references, client lists, case studies, presentation material and qualification documents.
- Handle online and offline vendor registrations, prequalification submissions and client portal updates in coordination with relevant internal teams.
- Support cross-selling by identifying client needs and routing opportunities to relevant service lines or business lines.
- Coordinate client meetings, business development campaigns, sales review inputs and presentation material for ZSM/client discussions.
F. Reporting, Review Support and Governance
- Prepare sales reports, proposal trackers, order booking updates, pipeline summaries and management presentation inputs.
- Support Monthly Business Reviews, Sales/Operations Reviews, budgeting, forecasting and performance analysis for B&I; South Zone.
- Track proposal ageing, pending client responses, hot opportunities, lost orders and action owners for timely decision-making.
- Ensure compliance with internal approval processes, commercial governance, documentation requirements and client submission standards.
3. Key Deliverables / Outputs
- Timely and accurate proposals/quotations submitted to clients.
- Updated Salesforce records with complete proposal and follow-up history.
- Clean proposal tracker and pipeline visibility for the ZSM and Sales Team.
- Complete contract review documentation and smooth handover to Operations.
- Updated B&I; credentials, project references and vendor registration records.
- Regular sales reports, review inputs and action trackers for leadership reviews.
4. Required Competencies
- Strong written and verbal communication with professional client handling.
- Good understanding of proposal preparation, commercial documentation and client submission requirements.
- Ability to coordinate across Sales, Operations, Product Line Heads and support functions.
- Proficiency in Salesforce/CRM usage, MS Office, trackers, dashboards and presentation support.
- Organised, disciplined and able to manage multiple proposals, follow-ups and deadlines simultaneously.
- Commercial awareness, attention to detail and high ownership of proposal-to-order coordination.
📌 Hiring For Sales Coordinator For Civil Team - Bangalore (Bengaluru)
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