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 new 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.
RequirementsRequirements:
- Bachelor’s degree or above.
- Proven experience in sales coordination, proposal preparations, project management, or a similar role (1 to 4 years).
- Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app
- Robust 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.
Benefits

- Insurance

- EPF

- Gratuity

- Leave Encashment

📌 Pre Sales Coordinator (India)
🏢 SAS Partners Corporate Advisors Private
📍 India