Sr. Business Associate
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Job Summary
We are seeking a competent Sr. Business Associate to join our team. The ideal candidate will be responsible for communicating with clients negotiating deals and providing exceptional customer service. The candidate should have excellent communication skills both written and verbal as well as strong negotiation skills and active listening abilities. Additionally the candidate should be tech-savvy and able to adapt to new software and systems quickly.
- Coordinate with multiple vendors to obtain competitive pricing product specifications and delivery timelines
- Build and maintain strong relationships with vendors to ensure reliability and faster turnaround times.
- Prepare review and generate accurate proposals in Zoho Books based on inputs from the sales team
- Customize proposals based on client requirements pricing structures and commercial terms
- Ensure quick turnaround time (TAT) for proposal submissions to improve conversion rates.
- Manage multiple proposal requests simultaneously while maintaining accuracy and deadlines
- Work closely with the sales team to understand client requirements and provide the best possible solutions.
- Follow up with customers to track proposal status gather feedback and support deal closure
- Coordinate with internal teams (finance operations procurement) for approvals and validations
- Maintain a centralised proposal tracker and ensure real-time updates on status and progress.
- Prepare reports and dashboards for weekly monthly and quarterly business reviews
- Identify gaps or delays in the proposal process and suggest improvements for efficiency.
- Ensure all proposals comply with company pricing policies and margin guidelines
- Assist in documentation record-keeping and audit requirements related to proposals
- Bachelors degree in Commerce Business Administration or a related field
- 03 years of experience in sales coordination proposal management or business operations
- Hands-on experience with Zoho Books or similar tools (CRM/ERP) is preferred
- Strong written and verbal communication skills
- Excellent organizational and multitasking abilities
- Good analytical skills with attention to detail
- Ability to work under pressure and meet tight deadlines
- Experience in quotation/proposal management in IT AV or solution-based industries
- Basic understanding of pricing margins and commercial terms
- Familiarity with MS Excel (VLOOKUP basic formulas data tracking)
- Customer handling and stakeholder management experience
- Experience in ZOHO Books
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
