1. Sales team coordination. Coordinate daily priorities with the sales team, confirm who owns each follow-up, and work with the relevant departments to resolve delays.
2. CRM management. Maintain the customer database in the CRM. Update contact details, enquiry status, trial progress and follow-up dates. Share pending actions with the sales team.
3. Accounting software. Verify customer and order details in the accounting system and resolve discrepancies with Accounts.
4. Trial order generation. Confirm the product grade, quantity and delivery details with the salesperson. Generate the trial order in the accounting system and coordinate with dispatch to confirm delivery.
5. Trial order feedback. Call customers after a product trial, record feedback and next steps in the CRM, and flag technical issues to the relevant team.
6.
Sales team expense claims. Collect and check bills for travel and other sales expenses. Submit claims for approval and follow up with Accounts until reimbursement is complete.
Required Skills
• Comfortable speaking with customers and sales team members over the phone.
• Able to maintain accurate customer databases and manage records in a CRM.
• Hands-on knowledge of accounting software such as Tally or Zoho Books.
• Able to lead team follow-ups, set priorities and keep people accountable for deadlines.
Preferred Qualifications
Knowledge of accounts, HR operations or import–export procedures is an added advantage.