Sales Operations Executive - Quotation & Zoho Support

Salary : 20 to 25 k

Department : Sales Operations

Role Objective

To support the sales team by managing quotation preparation and Zoho CRM-related operations, ensuring accuracy, timely processing, and smooth coordination across departments. This role is intended to reduce operational bottlenecks, improve turnaround time (TAT), and enhance CRM data management efficiency.

Key Responsibilities

1. Quotation Management

- Prepare quotations for multiple salespersons accurately and within defined timelines
- Coordinate with the sales team to collect technical specifications, pricing inputs, and approvals
- Ensure correct product configurations, rates, taxes, and commercial terms are applied
- Maintain version control for revised quotations
- Track pending quotations and follow up for closure or revision
- Maintain proper quotation documentation and filing

- Zoho CRM Management

- Create and update leads, accounts, contacts, and deals in Zoho CRM
- Maintain accurate chance stages and sales pipeline tracking
- Upload quotations and relevant documents in CRM
- Ensure proper tagging and categorization of clients
- Generate CRM-based reports for review meetings




- Maintain CRM data hygiene and remove duplication/errors

- Coordination & Sales Support

- Coordinate between sales, accounts, and operations for order processing
- Support in preparing MIS and sales performance reports
- Track approval workflows and ensure timely communication
- Assist in maintaining customer communication records
- Support sales team with documentation and backend execution

Key Performance Indicators (KPI)

- Quotation turnaround time
- Accuracy percentage in quotations
- CRM data accuracy and completeness
- Reduction in sales coordination delays
- Reporting accuracy and timeliness

Required Skills & Competencies

- Strong attention to detail
- Working knowledge of Zoho CRM (preferred)
- Proficiency in MS Excel
- Good coordination and communication skills
- Ability to manage multiple tasks under deadlines
- Process-oriented and structured working style

Experience & Qualification

- 1-3 years of experience in Sales Support / CRM / Backend Operations
- Graduate (B.Com / BBA / Any relevant discipline)

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits :

- Health insurance
- Provident Fund

Work Location: In person

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