Sales Backend Support & Proposal Executive

Job Purpose

To manage the complete backend sales operations including proposal generation, CRM updates, documentation, reporting, and inter-department coordination. This role is the operational backbone of the sales team, ensuring all customer proposals are timely, technically sound, and aligned with Company's processes.

Key Responsibilities

1. Proposal Preparation (Core Function)

· Create customized proposals using “Proposal Excels”, QAP formats, and Standard Checklist.

· Work closely with the design team to compile accurate technical offers, datasheets, and equipment specifications.

· Prepare pricing sheets, project-specific BOQs, and forward preliminary layouts after approvals.

· Maintain a proposal tracker with version control and client-wise folders.

2. Lead Management & CRM Handling

· Refresh lead portals daily.

· Log new leads in CRM/Excel-based enquiry register and assign to field executives.

· Update enquiry status, follow-ups, and action items consistently.

3. Internal Coordination

· Interface with design, purchase, production, and logistics teams to gather supporting material for proposals.

· Share technical clarifications, drawings, and system architecture with the field team.

· Schedule proposal reviews and communicate delivery timelines to the sales head.

4. Sales Reporting

· Maintain follow-up sheets, visit reports (from field staff), and pipeline health status.

· Generate dashboards for submitted proposals, pending approvals, and expected closures.

· Flag delayed follow-ups or proposal bottlenecks.

5. Order Finalization & Handover

· Prepare documentation kits (client order, technical compliance, commercial T&Cs).

· Use the Handover Template SOP for execution team coordination.

· Track dispatch readiness, client feedback, and required amendments.

Required Skills & Qualifications

· Education: Graduate (B.Com, B.Sc, BBA, or Engineering background preferred).

· Experience: 2–4 years in industrial sales coordination or proposal drafting.

· Technical Tools:

o Strong in MS Excel, Word, and PDF formatting

o Familiarity with proposal software, design layouts, and PDF editors

· Traits:

o Excellent written English and formatting skills

o Detail-focused, deadline-oriented, and process-driven

o Understanding of industrial products like conveyors, ash/fuel systems is a plus

Job Types: Full-time, Permanent

Pay: ₹18,000.00 - ₹35,000.00 per month

Experience:

• Proposal writing: 1 year (Preferred)

Language:

• English (Preferred)

Work Location: In person