Sales Coordinator cum MIS Executive

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.

Roles & Responsibilities

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.

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.
• Analyze 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.

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.

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.

Communication & Relationship

INTERNAL

Departmental HODs / Company Staffs

EXTERNAL

Customers, Dealers, Distributors, Vendors and Consultants

Knowledge& 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.

Experience

2–5 years of experience in MIS, sales coordination, sales operations, or a similar role

Preferred Candidate Location

Local candidates within 30 kms from job location is preferred

Educational Qualification

Graduate in any discipline; Commerce or Business Administration preferred

Pay

₹300,000.00 - ₹350,000.00 per year

Benefits

Cell phone reimbursement

Health insurance

Leave encashment

Paid sick time

Provident Fund

Application Question(s)

What is your current CTC per annum?

What is your expected CTC per annum?

What is your notice period? (in days)

Work Location

In person