- Prepare and send quotations using approved pricing, product details, taxes and terms.
- Verify customer information and quotation accuracy.
- Maintain quotation records and versions.
- Obtain necessary approvals for pricing exceptions
B. Order Processing
- Record confirmed orders in the company's CRM/order management system.
- Verify purchase orders, licence details and billing information.
- Track customer commitments and payment terms.
C. Invoice Coordination
- Coordinate with the Accounts Department for proforma and final invoices.
- Verify invoices against approved quotations and purchase orders.
- Coordinate with accounts regarding billing and tax-related queries.
D. Payment Follow-up & Collections
- Maintain payment due-date trackers.
- Send payment reminders to customers.
- Record customer payment commitments.
- Follow up on outstanding payments and escalate overdue accounts.
- Confirm payment receipts with the Accounts Department.
E. License Delivery & Coordination
- Coordinate software license procurement, delivery and activation.
- Work with authorized product teams and support engineers.
- Keep customers informed about licence delivery status.
- Maintain proper licence delivery records.
F. AMC & Renewal Management
- Maintain AMC and software renewal records.
- Track upcoming renewal dates.
- Initiate renewal coordination at least 60 days before expiry, wherever renewal data is available.
- Coordinate renewal quotations and customer reminders.
- Any Bachelor's or Master's Graduate with relevant knowledge or aptitude in sales coordination and operations.
- Strong working knowledge of MS Excel.
- Familiarity with CRM and order management systems.
- Good numerical and documentation skills.
- Qualified email writing and communication skills.
- Ability to manage multiple tasks and deadlines.
- Attention to detail and accuracy.
4. Communication Requirements
- Excellent written and Verbal communication in English.
- Knowledge of Tamil and Hindi will be an added advantage.
- Ability to coordinate professionally with customers and internal departments.