Responsibilities:
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
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.
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.
Project Status Ownerships:
Preparation of projects for recent engagements and assignments
Track project progress and milestones until closure of project
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.
Client Relationship Management:
Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.
Requirements Requirements:
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
Solid 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.