Client Engagement Coordinator

Job Description

1.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 2. 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 3. 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. 4. 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. 6. Client Relationship Management: - Maintain cordial relationships with clients, understanding their needs and providing timely support on the process as required Requirements Requirements: - Bachelor\u2019s 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