Role & responsibilities:

1. Proposal Management:

- Creation of client account master and updations of client KYC on Zoho platform.
- Coordinate with internal teams to gather necessary information for proposal creation.
- Prepare and submit proposals to client requirements and project scope given by the team.
- Daily updations of CRM with details of all leads & proposals along with the status.
- Follow up on assigned leads and proposals for conversion.

2. Sales Order and Purchase Order Processing:

- Preparation of sales order for confirmed proposals and coordinate with delivery team and billing team for closure of sales order.
- Manage the sales order process from receipt to fulfilment, ensuring accuracy and timely delivery.
- Prepare purchase orders for service procurements and coordinate with delivery team and accounts team for closure of purchase orders.

3. Drafting Invoices and co-ordination for Billing:

- Prepare draft invoices based on project milestones and customer agreements as per the sales order.
- Submit draft invoices for subscription engagements in coordination with the delivery team and billing team.
- Coordinate with delivery team, monitor billing activities and follow up on overdue accounts as needed.

4. Project Status Ownerships:

- Preparation of projects for recent engagements and assignments.




- Track project progress and milestones until closure of project.

5. MIS and Reports on the Leads, Proposals, Projects and Billing to Management:

- Preparation and submission of various reports as required by Management team from Zoho CRM, Sales Orders, Projects, Subscription modules, etc.

6. Client Relationship Management:

- Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.

Preferred candidate profile:-

- Bachelors degree or above.
- Proven experience in sales coordination, proposal preparations, project management, or a similar role (2 to 5 years).
- Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills.
- Attention to detail and a proactive approach to problem-solving.
- MIS preparations from ERP/ SAP/ Zoho for team and management.

Perks and benefits:-

- Leadership Exposure
- Growth Aligned to vision 2030 roadmap
- Structured process driven environment
- Performance linked career progression
- Share your CV to [email protected] / (phone hidden)

📌 Process Associate (Chennai)
🏢 SAS Partners
📍 Chennai