Sales Coordinator cum MIS Executive

1. Sales Coordination & Customer Support

·       Coordinate with the sales team to track leads, customer enquiries, quotations, orders, and follow-ups.

·       Prepare quotations and proposals based on customer requirements and approved commercial terms.

·       Follow up with customers regarding quotations, orders, and pending payments through calls and emails.

·       Maintain accurate records of customer interactions, transactions, and sales activities.

·       Create and update customer accounts and contacts in the CRM.

·       Assist in identifying and researching potential new customers.

·       Coordinate with Sales, Marketing, Logistics, Accounts, and other internal teams to ensure smooth execution of customer requirements.

·       Support the resolution of issues related to product delivery and customer service.

·       Share product catalogues, product information, and promotional communication with customers.

·       Maintain proper documentation and tracking of sales activities.

2. MIS & Reporting

·        Prepare and maintain daily, weekly, and monthly MIS reports.

·        Develop sales dashboards and reports using MS Excel, Pivot Tables, VLOOKUP/XLOOKUP, formulas, filters, sorting, and charts.

·        Analyse sales data to identify trends, variances, performance gaps, and improvement areas.

·        Ensure accuracy, consistency, and timely submission of all reports.

·        Convert raw data into meaningful insights and actionable recommendations for management.

·        Coordinate with various departments for data collection, validation, and reporting.

·        Prepare management presentations using Excel and PowerPoint.

·        Support process improvements through data-driven analysis.

3. CRM, ERP & Documentation

·       Ensure timely and accurate updation of sales activities, customer information, enquiries, quotations, orders, and follow-up details in the CRM.

·       Maintain and update relevant records in ZOHO ERP, SAP, or other company software as required.

·       Track pending actions and coordinate with concerned team members for timely closure.

·       Maintain proper filing and documentation of sales-related records.

4. Management Support

·       Provide regular updates on sales performance, pending quotations, open orders, customer follow-ups, and payment status.

·       Highlight critical issues, delays, and deviations to the reporting manager.

·       Support the preparation of review presentations and management reports.

·       Perform other sales coordination and MIS-related activities as assigned.

·       Advanced knowledge of MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, IF and other formulas, filters, sorting, charts, and dashboards.

·       Working knowledge of PowerPoint, CRM software, ZOHO ERP, and SAP.

·       Knowledge of Tally will be an added advantage.

·       Strong analytical, reporting, and problem-solving skills.

·       Good communication, coordination, and follow-up skills.

·       Ability to manage multiple tasks and meet deadlines.

·       High attention to detail, accuracy, and data confidentiality.

·       Knowledge of sales processes, customer handling, and payment follow-up.

·       Knowledge of the building materials/construction industry is preferred.