Sales Coordinator cum MIS Executive

Role & responsibilities

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.
• Analyze 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

Preferred candidate profile

Experience: 3- 5 years of experience in sales coordination, MIS, sales operations, or a similar role

Preferred Candidate Location: Local candidates within 30 kms (Surat) from job location is preferred

Educational Qualification: Graduate in any discipline; Commerce or Business Administration preferred