Job Description – Inside Sales Coordination Executive
Position: Inside Sales Coordination Executive
Department: Sales
Location: [Mumbai / Marine Lines]
Experience: 1–3 Years
Employment Type: Full-Time – Work from Office
Reporting To: Sales Manager / Management
About the Role
We are looking for a female Inside Sales Coordination Executive to join our growing sales team and work closely with our existing Inside Sales team members.
The candidate will be responsible for handling the complete order processing and sales transaction cycle, from sending quotes to receiving customer orders through WhatsApp/Email, Sales Order entry, Proforma Invoice, Invoicing, dispatch coordination and payment entry.
The role requires a person who is organized, detail-oriented, computer-savvy and comfortable working with ERP/CRM/Accounting Softwares.
Key Responsibilities
1. Order Processing
- Preparing Customer Quotations
- Receive and process customer Orders received through WhatsApp, Email and other sales channels.
- Verify customer requirements, product details, quantities, prices, GST and other commercial details.
- Coordinate with the Sales Team regarding order-related queries or missing information.
- Enter and maintain accurate Sales Orders in Zoho Books.
- Ensure that order information is correctly recorded and updated.
2. Proforma Invoice & Invoicing
- Prepare and send Proforma Invoices to customers as required.
- Prepare and issue Sales Invoices after confirmation/dispatch as per company procedures.
- Ensure accuracy of product descriptions, quantities, rates, GST and customer details.
- Maintain proper documentation for every transaction.
- Coordinate with the sales team for any corrections or amendments.
3. Dispatch Coordination
- Coordinate with the dispatch/logistics team for order dispatches.
- Prepare and send dispatch details to customers.
- Share relevant courier/transport details, tracking information and dispatch documents.
- Follow up on pending dispatches and ensure customers receive timely updates.
4.
Payment & Transaction Entries
- Enter customer payment/receipt details against the respective transactions.
- Maintain accurate payment records in Zoho Books as well as Tally ERP.
- Match payments with the appropriate customer invoices/orders.
- Coordinate with the accounts team regarding outstanding payments, payment mismatches or unidentified receipts.
- Assist in maintaining up-to-date customer transaction records.
5. Zoho Books & Tally ERP
- Regularly work on Zoho Books and Tally ERP for sales and transaction-related activities.
- Maintain accurate and timely entries in both systems.
- Ensure that information entered in Zoho Books and Tally is consistent.
- Learn and follow the company's established ERP processes and workflows.
6. Customer & Sales Coordination
- Coordinate with customers regarding order confirmation, PI, invoice, dispatch and payment-related information.
- Respond to routine customer queries through WhatsApp and Email.
- Coordinate internally with Sales, Accounts, Purchase, Stores and Dispatch teams wherever required.
- Maintain professional and timely communication with customers.
Candidate Profile
We are looking for someone who is:
- Organized and detail-oriented
- Comfortable handling multiple orders and transactions simultaneously
- Good with numbers and documentation
- Comfortable using computers and ERP/accounting software
- Good at Email and WhatsApp communication
- Able to follow processes accurately
- Responsible for maintaining confidential customer and commercial information
- Valuable at coordination and follow-ups
- Willing to learn and take ownership of assigned responsibilities
Required Skills
Essential:
- Basic knowledge of sales order processing
- Good working knowledge of MS Excel
- Good Email and WhatsApp communication skills
- Basic understanding of GST, invoicing and sales transactions
- Good typing and computer skills
- Strong attention to detail
Preferred:
- Experience with Zoho Books
- Experience with Tally ERP / Tally Prime
- Previous experience in Inside Sales, Sales Coordination, Order Processing or Commercial Operations
- Experience in industrial/electrical/automation products will be an advantage
Education
Graduate preferred, preferably in Commerce, Business Administration or a related field.
Candidates with relevant experience in sales coordination, order processing or commercial operations may also be considered.
What the Role Involves
The selected candidate will work alongside the existing Inside Sales team and will be trained on the company's processes and ERP systems.
The role will involve handling the complete transaction flow:
Customer Order → Sales Order → Proforma Invoice → Invoice → Dispatch Details → Payment Entry → Transaction Completion
Accuracy at every stage is extremely important.
Key Performance Expectations
- Accurate and timely Sales Order entries
- Accurate PI and Invoice preparation
- Timely dispatch communication
- Correct payment entries
- Proper documentation and record keeping
- Timely response to customers
- Minimal errors in ERP/Tally entries
- Effective coordination with Sales, Accounts and Dispatch teams
Experience
1–3 years of relevant experience preferred.
Freshers with excellent computer skills, good communication and a strong willingness to learn may also be considered.
Salary
20,000 to 25,000 per month, depending on experience and suitability.
How to Apply
Interested candidates can send their CV/Resume along with their current salary, expected salary and notice period.
Contact:
Shah Enterprise
+91-(phone hidden)
[email protected]
📌 Inside Sales Executive (Mumbai)
🏢 Shah Enterprise
📍 Mumbai