SALES COORDINATOR

Responsibilities:

Pre-Sales

•  Handle customer enquiries for Heat Exchanger replacement, retrofit, and related services.
• Create opportunity and work order using CRM/ERP
• Coordinate site surveys, inspections, measurements, and technical assessments.
• Coordinate with sales, service and design team to understand site requirements to prepare quotation using CRM/ERP
• Estimation and costing in consultation with sales to derive at final pricing
• Prepare and send technical submittals to customers
• Prepare, send new & revised quotations to customers within 24 hours using CRM
• Prepare and maintain enquiry records, quotation status, and order tracking.
• Monitor pending quotations and identify opportunities for follow-up and conversion.
• Maintain accurate customer and project information in the CRM/ERP system.
•  Vendor registrations with contractors, FM companies, government, semi governments, and Oil & Gas sectors
• Receive and review LPO or /Contracts from the customers, verify all commercial, technical and contractual terms against the approved quotation and coordinate with the relevant departments to resolve any discrepancies before order confirmation.
• Prepare & send order acknowledgement.
• Prepare & send proforma invoices to customers.
• Booking the jobs through CRM/ERP
• Follow up on material availability, delivery schedules, and installation timelines.
• Coordinate with customer & service team to schedule installation, replacement, testing and commissioning activities.
• Coordinate with customer for necessary documents for permits & passes.
• Assist the sales team in achieving monthly and annual sales targets.

Post-Sales