21 Aug
|
Logic Erp
|
Mumbai
Position: Sales Coordinator & Admin
Experience: 5+ yrs.
Location: Mumbai
KRAs
Follow up with prospects as needed
Maintain up-to-date and accurate records in the CRM
Monitor CRM activities across the team
Prepare weekly, monthly, and on-demand reports on sales performance, collection status, and pipeline movement
Maintain target vs achievement sheets
Maintain a detailed database for new sales, renewals, and recurring business
Send welcome emails to new onboarded customers with all necessary documentation
Share agreements with partners, follow up for responses, and help with discussions until the documents are signed Exchange leads with strategic partners and track progress. Reconciliation of Leads, as needed
Monitor Strategic Partners payout calculations, track licenses renewal, payout payment follow ups & related discussions
Check if all agreements are being followed as per terms
Keep all documents like invoices, agreements, and approval emails well organized
Maintain organized records of all supporting documents, including invoices, agreements, and approval emails
Work with internal finance teams to raise proper proforma invoices and tax invoices
Maintain regular communication with partners to address queries and share updates
Work with paid referral partners to find different types of lead packages and marketing campaigns
Leads distribution to sales person after proper qualification as per the defined territory
Ensure Sales Navigator data is properly updated and formatted
- Check and report on Sales Navigator data and activities of team members
General Administration
- Ensure the office premises, infrastructure, and equipment are well-maintained.
- Coordinate with vendors for housekeeping, maintenance, and facility repairs.
- Receiving and maintaining proper records of IT equipment (PC/Laptop/Mouse etc)
- Manage AMC contracts for office assets (printers, ACs, etc.).
- Assist in organizing employee engagement activities and events.
- Share internal communications, circulars, and announcements.
- Provide support to employees regarding HR-related concerns and escalate issues to the HR Manager as needed.
- Facilitate recent employee onboarding
- Smooth onboarding process — documentation, induction, and system setup.
📌 Sales Coordinator & Admin (Mumbai)
🏢 Logic Erp
📍 Mumbai