Pre-Sales Executive Zoho
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Job Summary
We are looking for a proactive and detail-oriented Associate Sales Executive to support the sales team in day-to-day operational and pre-sales activities. The ideal candidate will be responsible for preparing commercial documents coordinating with customers and internal teams following up on proposals and ensuring smooth execution of the sales process.
This role is best suited for individuals who enjoy coordinationdocumentation customer interaction and supporting business growth.
- Prepare Scope of Work (SOW) proposals quotations and commercial documents.
- Coordinate with technical finance procurement and delivery teams to obtain information required for proposals.
- Prepare cost estimates and pricing documents.
- Maintain and update CRM with customer interactions and sales activities.
- Follow up with customers regarding proposals quotations documentation and approvals.
- Handle routine customer enquiries professionally and escalate technical discussions where required.
- Schedule customer meetings and maintain meeting minutes.
- Prepare presentations reports and sales dashboards.
- Maintain proposal templates and document repository.
- Coordinate with OEMs and vendors for pricing and supporting documents.
- Support tender submissions and documentation.
- Ensure timely completion of pre-sales documentation.
- Assist in order processing and handover to the delivery team.
- Generate periodic sales MIS reports.
- Support account managers in customer engagement activities.
- Experience using Zoho CRM.
- Knowledge of IT Infrastructure Networking AV Cloud Cybersecurity or Managed Services.
- Experience preparing quotations or commercial proposals.
- Bachelors Degree in Business Administration Commerce Marketing Management Engineering or related discipline.
- 02 years of experience in Sales Coordination Sales Support Business Coordination Customer Support or Pre-Sales.
- Freshers with excellent communication skills may also apply.
- Health insurance coverage for Father Mother Self Spouse and Kids.
- Long-term benefit savings plan with employer matching contributions.
- Opportunities for professional development and advancement within the organization.
Required Skills:
Bachelors degree in Business Administration HR or a related field. 2 years of experience in office administration or a similar role. Strong organizational and multitasking skills. Excellent verbal and written communication abilities. Proficient in MS Office (Word Excel Outlook). Familiarity with insurance coordination and asset management systems is a plus.
Required Education:
Bachelors degree
