Sales Coordinator

Job Description

Job Description Position: Sales Coordinator Experience : 3+ 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 Show more Show less