Sales Co-ordinator and CRM

2 days ago

Ghaziabad Uttar Pradesh, India Progressive Tools and Components Pvt. Ltd Full time

Here’s a professional and detailed Job Description for a Sales Coordinator / CRM Executive focused on handling B2B Tier 2 and OEM component manufacturers for sheet metal engineered components:
Job Title:
Sales Coordinator / CRM Executive (B2B & OEM - Sheet Metal Components

Job Summary:
Key Responsibilities

1. Customer Relationship Management (CRM):

- Serve as the primary point of contact for Tier 2 and OEM clients.
- Maintain and update CRM databases with customer information, inquiries, and communication logs.
- Build long-term relationships with clients to promote repeat business and customer loyalty.
- Coordinate with the sales team to follow up on leads, quotations, and pending orders.

2. Sales Coordination
- Prepare and issue quotations, proforma invoices, and sales orders in coordination with sales and production teams.
- Track order status from quotation to dispatch, ensuring adherence to customer delivery schedules.
- Liaise with the production, planning, and logistics departments to ensure customer requirements are met.
- Monitor pricing, margins, and contract terms to ensure compliance with company policies.

3. OEM / B2B Client Management:

- Handle key accounts in Tier 2 and OEM segments, ensuring technical and commercial alignment.
- Understand client requirements for sheet metal and engineered components, including specifications, tolerances, and drawings.
- Coordinate with engineering and design teams for new product development or sample submissions.
- Support in vendor registration processes, audits, and documentation for OEMs.

4. Reporting & Analysis:

- Maintain sales trackers, order status reports, and forecast summaries.
- Generate CRM reports and analyze sales trends, customer performance, and pipeline health.
- Support management in developing pricing strategies and sales forecasts.

5. Documentation & Communication:

- Manage and verify all sales-related documentation including PO, invoices, and dispatch details.
- Ensure timely communication of order confirmations, production updates, and delivery schedules to clients.
- Assist in preparing presentations, proposals, and tender documentation as needed.

Qualifications & Experience:

- Bachelor’s degree in Mechanical / Industrial / Production Engineering, Business Administration, or related field.
- 2-5 years of experience in sales coordination or CRM in a manufacturing / engineering / automotive components company.
- Familiarity with sheet metal fabrication, press parts, or engineered component manufacturing preferred.
- Experience working with Tier 2 suppliers or OEM clients is highly desirable.

Skills & Competencies:

- Strong understanding of B2B sales cycles and industrial procurement processes.
- Excellent communication and interpersonal skills.
- Proficient in MS Office, ERP/CRM software (e.g., SAP, Zoho, Salesforce).
- Strong organizational and multitasking abilities.
- Technical aptitude to understand component drawings and specifications.
- Customer-oriented mindset with problem-solving skills.

Key Performance Indicators (KPIs)
- On-time order processing and delivery coordination.
- Accuracy of CRM data and reporting.
- Customer satisfaction and retention rates.
- Responsiveness and follow-up efficiency.
- Sales pipeline visibility and support effectiveness.

Pay: ₹30,000.00 - ₹50,000.00 per month

Work Location: In person

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