Executive - Sales & Marketing

JOB DESCRIPTION

SALES EXECUTIVE

1. Role Purpose

The sales Coordinator - B&I - will support the Zonal Sales Manager and Sales Team by

managing the complete proposal-to-order coordination cycle. The role is responsible for

preparing and submitting proposals, following up with clients, coordinating with internal

sales and operations teams, maintaining Salesforce discipline, supporting contract review

and sales-to-operations handover, and ensuring that project credentials and client

engagement records are accurate and updated.

2. Key Responsibilities

A. Lead Creation, Qualification and Salesforce Management

• Create, update and maintain leads, opportunities, proposals, client interactions and

pipeline status in Salesforce.

• Generate, qualify and route sales leads to the appropriate B&I sales owner, product

line or service line.

• Ensure Salesforce data hygiene, timely updates, proposal upload, opportunity stage

movement and accurate follow-up notes.

• Maintain opportunity pipeline trackers and support the ZSM with sales funnel

visibility, ageing analysis and conversion tracking.

B. Proposal and Quotation Management

• Prepare technical and commercial proposals, quotations and oer documents for

B&I services, including Geotechnical, NDT, PMC, QA/QC, HSE and Laboratory

services.

• Review RFQs/RFPs and coordinate internally to gather technical scope, commercial

inputs, compliance requirements, assumptions, exclusions and submission

formats.

• Ensure proposals are complete, accurate, client-compliant, commercially aligned

and submitted within agreed timelines.

• Maintain updated proposal templates, standard scope descriptions, commercial

formats, credentials and supporting documents.

C. Client Communication and Follow-up

• Send proposals/quotations to clients and ensure timely acknowledgement and

response tracking.

• Follow up regularly with clients for clarification, negotiation status, proposal

feedback, order confirmation and next steps.

• Respond promptly to client enquiries related to proposals, quotations, order status,

scope clarifications and document requirements.

• Where required, arrange or attend client meetings along with the concerned Sales

Manager or ZSM to support oer clarification and order conversion.

D. Sales Team and Operations Coordination

• Coordinate with Sales Managers, Product Line Heads and Operations Teams to

ensure smooth proposal preparation, technical validation and commercial review.

• Facilitate contract review before order acceptance, including scope, price, payment

terms, deliverables, timelines, exclusions and client obligations.

• Coordinate the sales-to-operations handover after order booking, ensuring all

approved proposal details, PO/WO, scope, commercial conditions and client

expectations are transferred clearly.

• Support operations during project kick-o by ensuring background documents,

client communication history and proposal references are available.

E. Credentials, Registrations and Business Development Support

• Maintain and update B&I service credentials, project references, client lists, case

studies, presentation material and qualification documents.

• Handle online and oline vendor registrations, prequalification submissions and

client portal updates in coordination with relevant internal teams.

• Support cross-selling by identifying client needs and routing opportunities to

relevant service lines or business lines.

• Coordinate client meetings, business development campaigns, sales review inputs

and presentation material for ZSM/client discussions.

F. Reporting, Review Support and Governance

• Prepare sales reports, proposal trackers, order booking updates, pipeline

summaries and management presentation inputs.

• Support Monthly Business Reviews, Sales/Operations Reviews, budgeting,

forecasting and performance analysis for B&I South Zone.

• Track proposal ageing, pending client responses, hot opportunities, lost orders and

action owners for timely decision-making.

• Ensure compliance with internal approval processes, commercial governance,

documentation requirements and client submission standards.

3. Key Deliverables / Outputs

• Timely and accurate proposals/quotations submitted to clients.

• Updated Salesforce records with complete proposal and follow-up history.

• Clean proposal tracker and pipeline visibility for the ZSM and Sales Team.

• Complete contract review documentation and smooth handover to Operations.

• Updated B&I credentials, project references and vendor registration records.

• Regular sales reports, review inputs and action trackers for leadership reviews.