Role & responsibilities

1. Sales Coordination & Customer Support

- Coordinate with the sales team to track leads, customer enquiries, quotations, orders, and follow-ups.
- Prepare quotations and proposals based on customer requirements and approved commercial terms.
- Follow up with customers regarding quotations, orders, and pending payments through calls and emails.
- Maintain accurate records of customer interactions, transactions, and sales activities.
- Create and update customer accounts and contacts in the CRM.
- Assist in identifying and researching potential recent customers.
- Coordinate with Sales, Marketing, Logistics, Accounts, and other internal teams to ensure smooth execution of customer requirements.
- Support the resolution of issues related to product delivery and customer service.
- Share product catalogues, product information, and promotional communication with customers.
- Maintain proper documentation and tracking of sales activities.

2. MIS & Reporting

- Prepare and maintain daily, weekly, and monthly MIS reports.
- Develop sales dashboards and reports using MS Excel, Pivot Tables, VLOOKUP/XLOOKUP, formulas, filters, sorting, and charts.
- Analyze sales data to identify trends, variances, performance gaps, and improvement areas.
- Ensure accuracy, consistency, and timely submission of all reports.
- Convert raw data into meaningful insights and actionable recommendations for management.




- Coordinate with various departments for data collection, validation, and reporting.
- Prepare management presentations using Excel and PowerPoint.
- Support process improvements through data-driven analysis.

3. CRM, ERP & Documentation

- Ensure timely and accurate updation of sales activities, customer information, enquiries, quotations, orders, and follow-up details in the CRM.
- Maintain and update relevant records in ZOHO ERP, SAP, or other company software as required.
- Track pending actions and coordinate with concerned team members for timely closure.
- Maintain proper filing and documentation of sales-related records.

4. Management Support

- Provide regular updates on sales performance, pending quotations, open orders, customer follow-ups, and payment status.
- Highlight critical issues, delays, and deviations to the reporting manager.
- Support the preparation of review presentations and management reports.
- Perform other sales coordination and MIS-related activities as assigned

Preferred candidate profile Experience: 3- 5 years of experience in sales coordination, MIS, sales operations, or a similar role

Preferred Candidate Location: Local candidates within 30 kms (Surat) from job location is preferred

Educational Qualification: Graduate in any discipline; Commerce or Business Administration preferred

📌 Sales Coordinator cum MIS Executive (Surat)
🏢 Amardeep Metal Works
📍 Surat