Sales Support Manager (Elevator Industry)

Summary

Design & Engineering (D&C)

Reporting To

Sales Manager (SM)/ MD/ Operation head

Key Responsibilities

I. Elevator Sales Administration & Commercial Process

• CRM Management:

  Serve as the primary owner for the

  CRM system

  , handling data entry, ensuring

  Techsheet (Technical Specification Sheet) clearance

  , managing

  Quotation generation

  , and tracking the full opportunity pipeline.

• Non-Standard Product Coordination:

  Act as the liaison for

  ESD (Engineering Specification Document) Followups

  with the Design & Costing teams for

  non-standard

  elevator models or custom specifications received from branches.

• Costing & Pricing:

  Coordinate to receive

  Costing for Quotations

  and secure

  Final Prices

  for both standard and customized elevator products.

• Order Booking & Contracts:

  Provide crucial

  Order Booking support

  to the Sales Team. Manage the full

  Agreement creation

  process, including internal follow-ups and

  CRM clearance

  from HO.

• Financial Entry & Filing:

  Handle

  Branch Sales Order (SO) entry in Tally

  and ensure all sales documents (including

  LO follow-ups with Installation & Sales Accounts

  ) are properly filed and couriered to HO.

II. Reporting, Analysis, and Performance Tracking

• Sales Activity Reporting:

  Consolidate the

  Daily Activity Report (DAR)

  of the Sales Team for the SM/BM and conduct

  ZOOM Meet (Review)

  preparation.

• Sales MIS & Forecasting:

  Prepare comprehensive

  MIS Reports

  and analytical documents:
• Analysis on Core Activity,

  Forecasting vs. Achievement

  , and

  Target vs. Achievement Reports

  .

• Quotations to Booking Conversion

  and

  Projections vs. Booking Conversion Growth Analysis Report

  .

• Competitive Analysis:

  Prepare the

  Lost Analysis Report

  , documenting competitor names, pricing strategies, and reasons for lost elevator tenders or orders.

• Incentive Management:

  Prepare the Quarterly Incentive chart

  based on booked elevator orders and verify supporting documentation.

III. Project & Installation Support

• Pre-Installation Documents:

  Support the Installation team by preparing necessary documentation required for

  Statutory Clearance, Permission, and License

  (e.g., permits for vertical transportation installation).

• Initial Project Finance:

  Coordinate the process for sending the

  GAD (General Arrangement Drawing) payment

  to the client as part of the initial phase of installation.

• Contractor Billing Support:

  Facilitate the collection and processing of

  Contractor Billing

  (e.g., 1st stage for shaft preparation) if external contractors are utilized for the project.

• Maintenance Transition:

  Assist in the post-completion documentation, including

  Client Handover

  and

  Maintenance Handover

  for the operational unit.

IV. Elevator Maintenance and TIS Support

• TIS Quotations:

  Be responsible for preparing, sending, and negotiating prices for

  TIS (Technical Inquiry/Service)

  and maintenance inquiries, consulting with the HOD.

• AMC Master Management:

  Conduct audits on the

  AMC (Annual Maintenance Contract) Master

  to ensure data accuracy and regular updates.

• Payment & Work Order Tracking:

  Update the TIS master upon payment receipt. Prepare

  work orders

  for TIS jobs allocated to sub-contractors and coordinate with Stores for

  material dispatch

  to the site.

V. Financial & Administrative Support

• Collections & Follow-up:

  Track projects and support the collection of the

  Balance payment

  from the client upon completion of the elevator project.

• Overhead & Utility:

  Prepare the

  Overhead chart

  and follow up on payment of Branch Utilities (Rent, Electricity, etc.) and manage branch

  Vendor Management

  .

• HR Support:

  Coordinate branch-level interviews and manage new employee

  Joining Formalities

  and

  Induction documentation

  .