Sales Coordinator

Job Description:

Job Summary:

The Sales Coordinator plays a pivotal role in supporting the sales process by coordinating client appointments, tracking lead progression, maintaining sales records, and facilitating communication between internal teams and customers. This role ensures timely follow-ups and assists in the overall efficiency and success of the sales cycle, from appointment booking to order processing.

Key Responsibilities:

• Route incoming customer inquiries to the appropriate Sales Executive promptly.
• Schedule and manage customer appointments and ensure timely product presentations by the sales team.
• Record and update meeting feedback in the CRM and ensure follow-up actions are executed.
• Assist in the preparation of sales documents including quotations, proposals, contracts, and invoices.
• Follow up with clients to support lead nurturing and sales closure—either independently or with the Sales Manager’s support.
• Process advance receipts and raise purchase orders post-payment confirmation.
• Coordinate with the operations team to monitor and resolve pending installation or delivery issues.
• Maintain updated records of all client interactions and follow-ups in CRM and Google Sheets.
• Track and manage the sales pipeline, ensuring all leads are updated and moved through the funnel efficiently.
• Prepare and circulate daily performance reports for the field sales team, including:
  • Number of meetings completed
  • Sales conversions
  • Pending leads
  • Funnel status updates

Qualifications:

Bachelor’s Degree in Business Administration, Sales, Marketing, or a related field.

Required Skills:

Proficient in Microsoft Excel, Google Sheets, and email communication.

Experience with CRM platforms like Salesforce, HubSpot, or similar.

Familiarity with sales tracking and order management systems is an advantage.

Soft Skills:

Strong verbal and written communication abilities.

High level of accuracy and attention to detail in data entry and documentation.

Ability to manage multiple tasks and deadlines in a dynamic environment.

Analytical thinking for interpreting sales data and generating insights.