CRM & Sales Coordinator

Company: Inventant Education

Location: Noida, Sector 63

Employment Type: Full-Time

Experience: 2–4 Years

Salary: ₹25,000 – ₹45,000 per month

About Inventant Education

Inventant Education is a fast-growing EdTech company specializing in AI, Robotics, Coding, STEM, and future-ready learning solutions for schools.

We work with schools to deliver innovative, technology-driven educational programs that promote creativity, practical learning, problem-solving, and future-ready skills.

Job Overview

We are looking for a highly organized, proactive, and detail-oriented CRM & Sales Coordinator to support our sales team in managing CRM activities, lead tracking, sales follow-ups, pipeline coordination, customer records, MIS reporting, and day-to-day sales operations.

The ideal candidate will have hands-on experience with CRM software, MS Excel, Google Sheets, lead management, sales coordination, and reporting.

The role requires someone who can independently monitor leads and follow-ups, ensure accurate CRM updates, coordinate with sales team members, and provide management with timely and accurate sales reports.

Key ResponsibilitiesCRM & Lead Management

- Manage and maintain CRM data, including leads, prospects, clients, opportunities, and follow-ups.
- Enter and update lead information, sales activities, call details, meeting records, and follow-up status in the CRM.
- Track leads from initial enquiry through follow-up, demonstration, proposal, conversion, and closure.
- Ensure all sales team members maintain accurate and updated CRM records.
- Monitor pending, overdue, inactive, and unqualified leads.
- Regularly check CRM data for missing, duplicate, or incorrect information.
- Maintain accurate customer and prospect databases.
- Ensure proper categorization and movement of leads through different sales stages.

Sales Coordination & Follow-ups
- Coordinate closely with sales executives and managers to monitor daily sales activities.
- Track pending follow-ups and remind concerned sales team members to take timely action.
- Coordinate meetings, school visits, product demonstrations, appointments, and follow-up calls.
- Track proposals, quotations, presentations, and other sales requirements.
- Coordinate with internal departments for quotations, proposals, presentations, orders, and related documentation.
- Maintain a clear record of customer communication and sales activities.
- Support the sales team in ensuring that no important lead or follow-up is missed.
- Provide regular updates to the sales team and management regarding pending activities and pipeline movement.





Sales Reporting & MIS
- Prepare and maintain daily, weekly, and monthly sales reports and MIS.
- Track leads generated, leads contacted, follow-ups, meetings, demonstrations, proposals, conversions, and closures.
- Prepare reports on sales pipeline, pending opportunities, lead conversion, and sales performance.
- Generate CRM-based reports for management and sales review meetings.
- Maintain sales trackers and dashboards using MS Excel and Google Sheets.
- Analyze basic sales data and highlight gaps, delays, and pending actions.
- Provide regular reports and updates to management regarding sales activities and pipeline status.
- Ensure sales reports are accurate, updated, and submitted within defined timelines.

Customer & Internal Coordination
- Handle basic customer/client coordination and communicate queries to the relevant team.
- Coordinate with sales and internal teams to ensure smooth execution of sales requirements.
- Assist in scheduling customer meetings, product demonstrations, school presentations, and appointments.
- Maintain proper documentation of customer and sales-related information.
- Coordinate with relevant teams for timely completion of customer requirements.
- Support the sales team with administrative and operational tasks related to the sales process.

Sales Process & CRM Improvement
- Monitor CRM usage and ensure proper adherence to sales processes.
- Identify gaps in lead tracking, follow-ups, and CRM data.
- Suggest improvements in sales tracking, reporting, and CRM workflows.
- Ensure timely movement of opportunities through the sales funnel.
- Help improve data accuracy, reporting quality, and sales coordination processes.
- Maintain confidentiality and accuracy of customer and business information.

Eligibility Criteria
- Graduate in any discipline.
- 2–4 years of relevant experience in CRM, Sales Coordination, Sales Operations, Sales Support, or a similar role.
- Hands-on CRM experience is mandatory.
- Experience with CRM platforms such as Zoho CRM, Salesforce, HubSpot, Freshsales, or similar CRM tools.
- Strong working knowledge of MS Excel and Google Sheets.
- Experience in lead management, sales pipeline tracking, and follow-up management.




- Good understanding of sales processes and CRM workflows.
- Strong communication and coordination skills.
- Good analytical, reporting, and organizational abilities.
- Ability to manage multiple tasks and maintain accurate data.
- Experience in EdTech, Education, Publishing, B2B, SaaS, or other sales-driven industries will be preferred.

Required Skills
- CRM Management
- Lead Management
- Sales Coordination
- Sales Operations
- Sales Pipeline Management
- Follow-up Tracking
- MIS & Sales Reporting
- MS Excel
- Google Sheets
- Sales Team Coordination
- Data Management
- Customer/Client Coordination
- CRM Data Analysis
- Reporting & Documentation
- Communication Skills
- Time Management
- Attention to Detail

Preferred Candidate Profile The ideal candidate will be someone who:
- Has practical, hands-on experience working with CRM software.
- Understands the complete sales cycle from lead generation to closure.
- Can independently monitor sales pipelines and pending follow-ups.
- Is comfortable coordinating with sales executives, managers, and internal teams.
- Has robust Excel and Google Sheets skills and can prepare meaningful MIS reports.
- Is highly organized, detail-oriented, and proactive.
- Takes ownership of pending tasks and follows up without constant supervision.
- Can identify gaps in CRM data and ensure timely correction.
- Has good communication and interpersonal skills.
- Can work effectively in a fast-paced and target-oriented environment.
- Is comfortable working with large volumes of sales and customer data.
- Has a strong sense of responsibility toward data accuracy and timely reporting.

Salary & Benefits
- Salary: ₹25,000 – ₹45,000 per month
- Salary will be based on relevant experience, CRM knowledge, Excel/Google Sheets skills, and interview performance.
- Career growth opportunities.
- Skilled and collaborative work environment.
- Opportunity to work in the growing EdTech sector.
- Exposure to AI, Robotics, Coding, STEM, and technology-driven educational solutions.
- Opportunity to work closely with sales, business development, and management teams.

Pay: Up to ₹45,000.00 per month

Ability to commute/relocate

- Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):
- How many years of hands-on CRM experience do you have?
- What is your current CTC?
- What is your expected CTC?
- How soon can you join?
- How would you rate your MS Excel skills: Basic / Intermediate / Advanced?

Experience
- CRM/Sales Coordinator: 2 years (Required)

Work Location: In person

📌 CRM & Sales Coordinator (Noida)
🏢 Goyal Books Overseas
📍 Noida