Coordinate proposals, leads, sales orders, purchase orders, invoices, project milestones, billing, CRM updates, and management reporting. The role works across sales, delivery, billing, and accounts teams to ensure accurate and timely processing from proposal through project closure. It also involves client relationship support, follow-up on leads and overdue accounts, and maintaining records in Zoho or similar CRM and project-management systems.
Responsibilities:
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
- 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’s degree or above.
- Proven experience in sales coordination, proposal preparations, project management, or a similar role (1 to 4 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.
Benefits
- Insurance
- EPF
- Gratuity
- Leave Encashment
SAS Partners Corporate Advisors Private Limited Chennai, Tamil Nadu, IND Office
Chennai, India
Similar Jobs
Digital Media • Information Technology • News + Entertainment
Independently leads data analytics and business intelligence initiatives, combining complex data sources to generate actionable insights. Performs exploratory analysis, hypothesis testing, forecasting, and LLM model development. Communicates findings through executive presentations and data visualizations while ensuring data integrity and compliance. Partners with business stakeholders to define technical requirements and applies emerging analytics, statistics, and machine learning techniques to business challenges.
Top Skills:
SparkDatabricksLarge Language ModelsMicrosoft PowerpointSQL
Digital Media • Information Technology • News + Entertainment
Leads Comcast’s India-based Residential Billing Strategy & Operations team, overseeing people leadership, billing configuration, pricing and promotional execution, testing, data quality, operational controls, automation, analytics, and release readiness. Partners with U.S. leaders to translate enterprise strategies into local plans, improve billing accuracy and resiliency, manage risk and capacity, drive transformation, and develop talent across a global, matrixed organization.
Top Skills:
AIAutomationBilling PlatformsDashboardsData AnalyticsData Governance
Digital Media • Information Technology • News + Entertainment
Develops and maintains Java enterprise software, designs applications and integrations, writes unit and integration tests, documents deployment processes, and troubleshoots performance issues. The role requires full-stack development with Spring, Angular, React, SQL databases, REST APIs, security architecture, and deployment platforms. It also involves collaboration with Quality Assurance, code quality and vulnerability remediation, database optimization, and occasional nights or weekends based on business needs.
Top Skills:
AngularApacheCSSGithub CopilotGrafanaHTMLJavaJestMavenMySQLOauth2OraclePl/SqlPrometheusReactReduxRestScssSftpSnykSonarqubeSplunkSpringSpring SecuritySQLSQL ServerSsoStompTomcatTypescriptVaultWebsocket
What you need to know about the Chennai Tech Scene
To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.
