Sales Co-ordinator

Role Overview

The Sales Co-ordinator serves as the pivotal link connecting Sales, Operations, and Finance teams to guarantee seamless and timely customer order fulfillment and uphold sales commitments. This role involves diligent management of CRM data, active tracking of sales progress, and continuous communication with all stakeholders to eliminate roadblocks.

Key Responsibilities

• Function as the primary coordination hub between Sales, Operations, and Finance to ensure customer orders and sales objectives are met punctually.
• Maintain CRM accuracy by updating leads, opportunities, client data, quotations, and sales activities promptly.
• Monitor ongoing sales opportunities and proactively engage internal teams and customers to address any delays in execution.
• Organize client meetings, product demos, presentations, and necessary follow-ups for the sales team.
• Compile and oversee sales documentation such as quotations, proposals, contracts, purchase orders, and onboarding paperwork.
• Keep track of outstanding sales payments, coordinating with clients and Finance to ensure collections and reminders are timely.
• Collaborate with Operations to monitor order fulfillment, delivery schedules, installations, and customer onboarding processes.
• Produce regular sales and pipeline reports, CRM dashboards, and business performance insights for leadership review.
• Facilitate clear and prompt communication between customers and internal stakeholders across the sales lifecycle.
• Manage scheduling of meetings, maintain sales calendars, arrange travel, and assist with administrative tasks for the sales team.
• Ensure all sales documentation is well organized and adheres to internal policies and procedures.
• Identify inefficiencies or gaps in sales procedures and propose improvements to optimize operations.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Commerce, Marketing, or a related field.
• 2 to 5 years of hands-on experience in Sales Coordination, Operations, or Administration roles.
• Practical knowledge of CRM systems such as Freshworks, Salesforce, Zoho CRM, HubSpot, or comparable platforms.
• Excellent organizational capabilities to juggle multiple priorities effectively.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office Suite including Excel, Word, and PowerPoint.
• Ability to work autonomously while maintaining cross-departmental collaboration.