Sales Coordinator (Surat)

Sales Coordinator (Surat)

16 Oct
|
Greenleaf Envirotech
|
Surat

16 Oct

Greenleaf Envirotech

Surat

Email: [email protected]

Whatssap No: +91 6357 018 301

1. Job Purpose

To provide end-to-end coordination and administrative support to the Sales & Business Development team, ensuring timely follow-up of enquiries, quotations, customer communications, sales orders, internal coordination and sales reporting. The role improves response time, customer experience, pipeline visibility and conversion discipline.
1. Key Responsibilities Enquiry & Lead Management

- Receive, record and distribute customer enquiries and leads to the concerned sales personnel.
- Maintain an updated lead/enquiry tracker with source, customer details, requirement, owner, next action and follow-up date.
- Coordinate with Sales/BD executives to ensure timely customer follow-up and prevent leads from remaining unattended.
- Collect basic information on scope, location, timeline and customer requirements to support lead qualification.

1. Quotation & Proposal Coordination

- Coordinate with Sales, Engineering, Projects and Finance to obtain inputs for quotations and proposals.
- Track quotation preparation, internal approvals, submission dates and customer feedback.
- Maintain a repository of quotations, proposals, presentations, company credentials and standard sales documents.
- Ensure quotations and proposals are shared only after required technical and commercial review/approval.

1. Order Processing & Sales Handover

- Coordinate documentation for purchase/work orders, customer details, scope, commercial terms and delivery commitments.
- Ensure key documents and approvals are complete before handing over confirmed orders to Projects, Engineering, Purchase or Finance.
- Maintain an order booking tracker and prepare sales handover notes.




- Follow up on order acknowledgements, amendments and pending customer documentation.

1. Customer & Internal Coordination

- Coordinate routine sales-related updates between customers and internal teams.
- Arrange meetings, customer visits, presentations and MOM/action-point follow-ups.
- Escalate technical, pricing, delivery or contractual questions to the authorized person; do not make commitments without approval.
- Maintain qualified communication and support timely customer responses.

1. Sales MIS, CRM & Reporting

- Maintain accurate CRM/ERP records for leads, enquiries, quotations, orders, lost opportunities and follow-ups.
- Prepare daily/weekly/monthly sales reports, pipeline summaries, pending quotation reports and follow-up reports.
- Track targets versus achievements and highlight overdue actions or gaps to the reporting manager.
- Compile data for weekly reviews, monthly business reviews and management presentations.

1. Tender & Business Development Support

- Track relevant tenders, pre-bid dates, submission deadlines and required documents.
- Coordinate company credentials, technical documents, EMD/fee details and approvals with relevant departments.
- Assist with exhibition planning, customer databases, campaign follow-ups and post-event lead tracking.
- Support customer/industry lists and basic market intelligence as assigned.

1. Documentation & Sales Administration

- Maintain organized digital records of customer correspondence, quotations, orders and meeting notes.
- Coordinate travel/meeting schedules and customer visit plans for the sales team where required.
- Maintain confidentiality of customer, pricing, tender and company information.
- Perform other sales coordination responsibilities assigned by the reporting manager.

📌 Sales Coordinator (Surat)
🏢 Greenleaf Envirotech
📍 Surat

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