Sales Coordinator

2 days ago

Kochi, India Xpresso Global Full time
Sales Coordinator
Base Location: Ernakulam
Preferred Qualifications Industry Experience: Prior experience in agency, brand marketing, or media coordination preferred.
Work Experience: 1–2 years in client management, administration, or coordination roles (preferably in media/marketing).
Education: Bachelor’s Degree in business, marketing, communications, or a related field.
Job Description (JD) • Act as the first point of contact for new inquiries via calls, emails, and forms.
• Screen leads and gather basic requirements before passing them to the BDM or Director.
• Update and maintain CRM records for all leads - new, old, and existing clients.
• Schedule meetings, send calendar invites, and coordinate with the internal team.
• Maintain call logs, update internal trackers, and ensure timely follow-ups.
• Document client requirements and ensure clarity for the proposal/research team.
• Assist in sending introductory decks, follow-up emails, and onboarding documents.
• Prepare weekly and monthly reports of lead status and team activity.
• Coordinate with marketing to ensure responses to campaigns are documented.
• Keep the Director and BDM informed about lead movement, call outcomes, and CRM status.
Key Performance Indicators (KPI) • Prepare client agreement documents tailored to the specific project or client being onboarded.
• Number of leads filtered and passed to BDM monthly.
• CRM update compliance – all fields filled with accuracy and timeliness.
• Meeting scheduling efficiency – time from inquiry to booked meeting.
• Follow-up punctuality and completeness.
• Weekly report submission on lead and pipeline status.
• Response rate to new inbound calls or inquiries.
• Client interaction logs completed and maintained.
• Email communications sent with minimal revisions needed.
• Number of missed leads (should be zero).
• Team feedback on support provided.
Key Result Areas (KRA) • Lead Filtering: Efficiently screen and pass quality leads to BDM/Director.
• CRM Management: Ensure all data is current, detailed, and accessible.
• Client Onboarding: Facilitate early client journey steps smoothly.
• Meeting Coordination: Help schedule meetings with minimal delays.
• Support Systems: Keep the sales department organised and well-informed.
• Data Documentation: Maintain structured notes and client preferences.
• Communication Support: Assist with early-stage email drafting and documents.
• Follow-Up Tracking: Ensure timely follow-ups happen post-meeting or call.
• Collaboration: Bridge communication gaps between marketing and sales.
• Reporting: Share timely reports for management review.

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