Sales Coordinator & Admin

Position: Sales Coordinator & Admin

Experience: 5+ yrs.

Location: Mumbai

KRAs:

* Follow up with prospects as needed

* Maintain up-to-date and accurate records in the CRM

* Monitor CRM activities across the team

* Prepare weekly, monthly, and on-demand reports on sales performance, collection status, and pipeline movement

* Maintain target vs achievement sheets

* Maintain a detailed database for new sales, renewals, and recurring business

* Send welcome emails to new onboarded customers with all necessary documentation

* Share agreements with partners, follow up for responses, and help with discussions until the documents are signed * Exchange leads with strategic partners and track progress. Reconciliation of Leads, as needed

* Monitor Strategic Partners payout calculations, track licenses renewal, payout payment follow ups & related discussions

* Check if all agreements are being followed as per terms

* Keep all documents like invoices, agreements, and approval emails well organized

* Maintain organized records of all supporting documents, including invoices, agreements, and approval emails

* Work with internal finance teams to raise proper proforma invoices and tax invoices

* Maintain regular communication with partners to address queries and share updates

* Work with paid referral partners to find different types of lead packages and marketing campaigns

* Leads distribution to sales person after proper qualification as per the defined territory

* Ensure Sales Navigator data is properly updated and formatted

* Check and report on Sales Navigator data and activities of team members

General Administration

• Ensure the office premises, infrastructure, and equipment are well-maintained.
• Coordinate with vendors for housekeeping, maintenance, and facility repairs.
• Receiving and maintaining proper records of IT equipment (PC/Laptop/Mouse etc)
• Manage AMC contracts for office assets (printers, ACs, etc.).
• Assist in organizing employee engagement activities and events.
• Share internal communications, circulars, and announcements.
• Provide support to employees regarding HR-related concerns and escalate issues to the HR Manager as needed.
• Facilitate new employee onboarding
• Smooth onboarding process — documentation, induction, and system setup.