A. Quotation & Proposal Management
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.
G. MIS & Reporting
Prepare weekly reports covering:
Quotations issued and pending.
Confirmed orders.
Invoicing status.
Payments received.
Outstanding payments.
Pending licence fulfilment.
Upcoming renewals.
Required Qualifications & Skills
Any Bachelor's or Master's Graduate with relevant knowledge or aptitude in sales coordination and operations.
Solid working knowledge of MS Excel.
Familiarity with CRM and order management systems.
Positive numerical and documentation skills.
Professional email writing and communication skills.
Ability to manage multiple tasks and deadlines.
Attention to detail and accuracy.
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.
Preferred (Freshers or Experienced)
Pay: ₹18,000.00 per month
Perks:
Flexible schedule
Work from home
Work Location: Remote
📌 Sales Operations Executive Chennai
🏢 KHAAS Design & Engineering Pvt.Ltd
📍 Chennai
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