Client Engagement Coordinator

Role & responsibilities

.Proposal Management:

- Creation of client account master and updations of client KYC on Zoho platform

- Coordinate with internal teams to gather necessary information for proposal creation.

- Prepare and submit proposals to client requirements and project scope given by the team

- Daily updations of CRM with details of all leads & proposals along with the status

- Follow up on assigned leads and proposals for conversion

Sales Order and Purchase Order Processing:

- Preparation of sales order for confirmed proposals and coordinate with delivery team and billing

team for closure of sales order

- Manage the sales order process from receipt to fulfilment, ensuring accuracy and timely delivery

- Prepare purchase orders for service procurements and coordinate with delivery team and

accounts team for closure of purchase orders

Drafting Invoices and co-ordination for Billing:

- Prepare draft invoices based on project milestones and customer agreements as per the sales

order.

- Submit draft invoices for subscription engagements in coordination with the delivery team and

billing team

- Coordinate with delivery team, monitor billing activities and follow up on overdue accounts as

needed.

Project Status Ownerships:

- Preparation of projects for new engagements and assignments

SAS Partners Corporate Advisors Private Limited

- Track project progress and milestones until closure of project

5. MIS and Reports on the Leads, Proposals, Projects and Billing to Management:

- Preparation and submission of various reports as required by Management team from Zoho

CRM, Sales Orders, Projects, Subscription modules, etc.

Client Relationship Management:

- Maintain cordial relationships with clients, understanding their needs and providing timely

support on the process as required

Preferred candidate profile

- Bachelors degree or above.

- Proven experience in sales coordination, proposal preparations, project management, or a

similar role (2 to 5 years).

- Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app

- Strong organizational skills with the ability to manage multiple tasks simultaneously.

- Excellent communication and interpersonal skills.

- Attention to detail and a proactive approach to problem-solving.

- MIS preparations from ERP/ SAP/ Zoho for team and management.

Location: Chennai