Internal Sales Specialist

Dept: Sales

Required Skills

- Technical Proposal Mastery: Expert in end-to-end Offer & Tender Preparation, including scheme selection, costing, and compliance with commercial terms.
- Sales Operations & System Management: Proficient in CRM (SAP B1) & Sales Software for generating enquiry/quotation numbers, sales orders, proforma invoices, and data entry.
- Process Coordination: Skilled in Order Reviews, follow-up list management, and coordinating with design, quality, and accounts departments.
- Customer Communication: Solid in Active Listening, Writing, and Speaking for clarifying requirements, negotiating, and maintaining client relationships.

Key Result Areas

Sr No

Internal

External

1

Technical Offer & Tender Preparation

- i) Conduct a detailed study of client inquiries and technical specifications to prepare comprehensive, mistake-free offers.
- ii) Perform scheme selection, accurate costing, and define commercial terms & conditions for DC Systems, Batteries, UPS, and other allied products.
- iii) Prepare and submit all necessary ISO documentation and ensure HOD approval for every tender.
- iv) Generate final offer documents and coordinate their timely submission to clients and regional representatives.

2

Sales Operations &

• CRM Management

- i) Own and manage the entire sales pipeline within SAP B1 and dedicated Sales Software.
- ii) To Generate and track Enquiry Numbers, Quotation Numbers, and Sales Order Numbers.
- iii) To Execute thorough Order Reviews against original specifications and prepare Sales Orders &

• Proforma Invoices.

- iv) To Maintain meticulous Offer Follow-up Lists with systematic data entry to ensure no opportunity is missed.

3 Customer Engagement &





• Account Support

- i) Acknowledge all incoming inquiries and communicate quoting decisions to clients.
- ii) To Conduct techno-commercial discussions to clarify client queries post-submission.
- iii) To Perform systematic follow-up on offers, orders, payments, EMDs, and Bank Guarantees.
- iv) To Coordinate and document various customer interactions, including visits and negotiations.

4 Process Adherence &

• Team Collaboration

- i) To Ensure all EMD/BG requirements are communicated to the accounts department in the prescribed format.
- ii) To Provide training and check the work of junior sales personnel on offer preparation and system use.
- iii) To Prepare daily and monthly sales reports to track performance and pipeline health.

Accomplishes activities by developing marketing opportunities and plans; implementing sales plans; managing staff. Plan, direct, or coordinate marketing policies and programs, such as determining the demand for products and services offered by a firm and its competitors, and identify potential customers. Develop pricing strategies with the goal of maximizing the firm's profits or share of the market while ensuring the firm's customers are satisfied.

Oversee product development or monitor trends that indicate the need for new products and services.

Evaluation Criteria

Internal: Through Appraisal. Internal: Performance Appraisal System & Feedback from Manager.

External: Customer

Interactions

Primary External Interactions: Customer/Consultants & End users Primary Internal Interactions: Sales, Design, Logistics & Quality Assurance

Qualifications

- Education Qualification: Degree / Diploma in Electrical or Electronics.
- Work Experience: 2 to 5 years experience.

📌 Internal Sales Specialist (Mumbai)
🏢 Epoch Consulting
📍 Mumbai