Sales Coordinator cum MIS Executive

Job Description: 1) Job Purpose: To support sales operations through accurate MIS reporting, sales data analysis, customer coordination, quotation and payment follow-up, CRM updation, and administrative assistance, while providing timely and meaningful insights to management for effective decision-making and improved sales performance. 2) Roles and Responsibilities: 1. Sales Coordination & Customer Support · Coordinate with the sales team to track leads, customer enquiries, quotations, orders, and follow-ups. · Prepare quotations and proposals based on customer requirements and approved commercial terms. · Follow up with customers regarding quotations, orders, and pending payments through calls and emails. · Maintain accurate records of customer interactions, transactions, and sales activities. · Create and update customer accounts and contacts in the CRM. · Assist in identifying and researching potential new customers. · Coordinate with Sales, Marketing, Logistics, Accounts, and other internal teams to ensure smooth execution of customer requirements. · Support the resolution of issues related to product delivery and customer service. · Share product catalogues, product information, and promotional communication with customers. · Maintain proper documentation and tracking of sales activities. 2. MIS & Reporting · Prepare and maintain daily, weekly, and monthly MIS reports. · Develop sales dashboards and reports using MS Excel, Pivot Tables, VLOOKUP/XLOOKUP, formulas, filters, sorting, and charts. · Analyse sales data to identify trends, variances, performance gaps, and improvement areas. · Ensure accuracy, consistency, and timely submission of all reports. · Convert raw data into meaningful insights and actionable recommendations for management. · Coordinate with various departments for data collection, validation, and reporting. · Prepare management presentations using Excel and PowerPoint. · Support process improvements through data-driven analysis. 3. CRM, ERP & Documentation · Ensure timely and accurate updation of sales activities, customer information, enquiries, quotations, orders, and follow-up details in the CRM. · Maintain and update relevant records in ZOHO ERP, SAP, or other company software as required. · Track pending actions and coordinate with concerned team members for timely closure. · Maintain proper filing and documentation of sales-related records. 4. Management Support · Provide regular updates on sales performance, pending quotations, open orders, customer follow-ups, and payment status. · Highlight critical issues, delays, and deviations to the reporting manager. · Support the preparation of review presentations and management reports. · Perform other sales coordination and MIS-related activities as assigned. 3) Communication and Relationship: INTERNAL: Departmental HODs / Company Staffs EXTERNAL: Customers, Dealers, Distributors, Vendors and Consultants 4) Knowledge, Training and Skills: · Advanced knowledge of MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, IF and other formulas, filters, sorting, charts, and dashboards. · Working knowledge of PowerPoint, CRM software, ZOHO ERP, and SAP. · Knowledge of Tally will be an added advantage. · Strong analytical, reporting, and problem-solving skills. · Good communication, coordination, and follow-up skills. · Ability to manage multiple tasks and meet deadlines. · High attention to detail, accuracy, and data confidentiality. · Knowledge of sales processes, customer handling, and payment follow-up. · Knowledge of the building materials/construction industry is preferred. Requirements Experience: 3–5 years of experience in MIS, sales coordination, sales operations, or a similar role Preferred Candidate Location: Local candidates within 30 kms (Surat) from job location is preferred Educational Qualification: Graduate in any discipline; Commerce or Business Administration preferred