Position:

Sales Coordinator

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 current sales, renewals, and recurring business
- Send welcome emails to new onbaorded 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

📌 Sales Coordinator (Mumbai)
🏢 Logic Erp
📍 Mumbai