Job Description – Sales Operations & Business Coordination

Location : Mahape ( Navi Mumbai)

Experience : 4 to 8 years

Key Performance Areas (KPA) & Key Responsibilities (KRA)

1. Sales Data Management & Monitoring

- Monitor sales activities and maintain accurate reports, dashboards and performance trackers.

- Track missing information, report corrections and incomplete updates and ensure the concerned team closes them on time.

2. Tracker & Excel Automation

- Create and improve trackers, dashboards, formats and automation tools for better monitoring and reporting.

3. Weekly BD Reviews – All Regions

- Coordinate review meetings, maintain action trackers and ensure timely closure of review points.

4. Business Risk & Gap Monitoring

- Identify and track hot cases, orders, execution, invoicing and payment follow-ups and business opportunities and take corrective actions.

5. Performance Monitoring

- Prepare analysis reports to review team-wise and region-wise performance.

6. Tender Management

- Search tenders, prepare technical and commercial documents, coordinate bidding till closure and EMD collection.

7. Special Projects & Business Coordination

- Handle special enquiries, BOQs, portal submissions, documentation and coordination activities from enquiry stage till order closure.

8. Client Visit Planning & Monitoring

- Plan and assign weekly client visit targets based on sales data, follow-up requirements and business opportunities. Monitor visit completion and outcomes.

9.



Sales & Marketing Support

- Share company profiles, promotional mails and product details with clients.

10. Seasonal Greetings / Invites

- Coordinate seasonal greetings, event invitations and customer communication activities across all regions.

11. Digital Enquiry Handling

- Manage IndiaMART, website and online enquiries, coordinate required details, follow up with concerned teams and track closure status.

12. Incentive Sheet Management

- Prepare and update region-wise incentive sheets accurately.

13. Drafts

- Draft important emails, letters, MOMs, Implementation Notices and other formats and templates.

14. Issue Resolution & Escalation Management

- Identify, coordinate and resolve sales reporting, client, commercial and internal issues. Bring critical issues to management's attention.

15. KPA-KRA & Tracker Monitoring

- Prepare KPA/KRA formats and monitor progress regularly.

16. Client Registration & Portal Management

- Manage vendor registration processes for new clients, tender portals and client procurement platforms.

17. Training & Team Support

- Train and guide team members on report updates, tracker formats, data entry and recent processes to ensure correct implementation.

18. Commercial Documentation, Payment & Order Tracking

- Review and coordinate payment, outstanding, PBG/security cheque and USD fluctuation details from Work Orders, invoices and ledgers.

- Track pending commercial actions until closure

📌 Sales Operations & Business Coordination_Rz (Navi Mumbai)
🏢 IAssess Consultants
📍 Navi Mumbai