Sales Coordinator

6 days ago

ernakulam district, 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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