Client Engagement Coordinator
Client Engagement Coordinator
Posted on :
19-06-2025
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1 Vacancy
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Job Description
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
SAS Partners Corporate Advisors Private Limited
- 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 (2 to 5 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.
Location: Chennai
Company Secretary
Education
ACS (Qualified)
Employment Type
Full Time
Key Skills
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