The Role
Coordinate proposals, leads, sales orders, purchase orders, invoices, project milestones, billing, CRM updates, and management reporting. The role works across sales, delivery, billing, and accounts teams to ensure accurate and timely processing from proposal through project closure. It also involves client relationship support, follow-up on leads and overdue accounts, and maintaining records in Zoho or similar CRM and project-management systems.
Summary Generated by Built In
Responsibilities:
1. Proposal Management:
- Creation of client account master and updations of client KYC on Zoho platform
- Coordinate with internal teams to gather necessary information for proposal creation.
- Prepare and submit proposals to client requirements and project scope given by the team
- Daily updations of CRM with details of all leads & proposals along with the status
- Follow up on assigned leads and proposals for conversion
2. Sales Order and Purchase Order Processing:
- Preparation of sales order for confirmed proposals and coordinate with delivery team and billing team for closure of sales order
- Manage the sales order process from receipt to fulfilment, ensuring accuracy and timely delivery
- Prepare purchase orders for service procurements and coordinate with delivery team and accounts team for closure of purchase orders.
3. Drafting Invoices and co-ordination for Billing:
- Prepare draft invoices based on project milestones and customer agreements as per the sales order.
- Submit draft invoices for subscription engagements in coordination with the delivery team and billing team
- Coordinate with delivery team, monitor billing activities and follow up on overdue accounts as needed.
4. Project Status Ownerships:
- Preparation of projects for new engagements and assignments
- Track project progress and milestones until closure of project
5. MIS and Reports on the Leads, Proposals, Projects and Billing to Management:
- Preparation and submission of various reports as required by Management team from Zoho CRM, Sales Orders, Projects, Subscription modules, etc.
6. Client Relationship Management:
- Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required.
Requirements
Requirements:
- Bachelor’s degree or above.
- Proven experience in sales coordination, proposal preparations, project management, or a similar role (1 to 4 years).
- Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app
- Strong organizational skills with the ability to manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills.
- Attention to detail and a proactive approach to problem-solving.
- MIS preparations from ERP/ SAP/ Zoho for team and management.
Benefits
- Insurance
- EPF
- Gratuity
- Leave Encashment
Skills Required
- Bachelor's degree or above
- 1 to 4 years of experience in sales coordination, proposal preparation, project management, or a similar role
- Proficiency in Zoho CRM, Zoho Projects, Salesforce, or a similar application
- Strong organizational skills and ability to manage multiple tasks simultaneously
- Excellent communication and interpersonal skills
- Attention to detail and proactive problem-solving approach
- Experience preparing MIS reports from ERP, SAP, or Zoho for teams and management
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
SAS Partners is a corporate advisory firm that supports foreign companies entering and expanding in India. Its services include India entry strategy, business expansion, GCC setup, accounting, finance and tax, company secretarial support, human resources and payroll, and regulatory compliance. The firm operates from offices in Chennai, Bangalore, Hyderabad, and Dubai and brings together multidisciplinary professionals to help clients manage their Indian operations.
