Process Associate

2 days ago

Nungambakkam Chennai Tamil Nadu, India Optalon HR Consultant PVT LTD Full time

**Job Title**: Process Associate / Process Executive (Sales Coordination & Zoho CRM)

**Location**: Chennai
**Salary**: ₹3 to ₹4 LPA
**Experience**: 2 to 3 years

**Role Overview**:
**Key Responsibilities**:
**1. Proposal Management**:

- Create and maintain client account details on CRM platforms (e.g., Zoho).
- Coordinate with internal teams for proposal preparation.
- Submit proposals and update status in the CRM.
- Follow up with clients for proposal conversions.

**2. Sales & Purchase Order Processing**:

- Create sales orders for approved proposals.
- Coordinate with the delivery and billing teams to close sales orders.
- Raise purchase orders for services and follow through to closure.

**3. Invoicing & Billing Coordination**:

- Draft invoices based on project milestones or subscriptions.
- Collaborate with the billing team to ensure timely invoicing and collections.
- Follow up on pending payments.

**4. Project Tracking**:

- Support project initiation and track progress through to closure.
- Update and monitor project milestones using tools like Zoho Projects.

**5. MIS & Reporting**:

- Generate periodic reports from CRM tools related to leads, proposals, billing, and projects for internal use.

**6. Client Coordination**:

- Maintain professional communication with clients.
- Provide timely updates and support as required for ongoing engagements.
- Bachelor’s degree in any discipline.
- 2-3 years of experience in backend operations, sales coordination, or proposal processing.
- Familiarity with CRM tools like Zoho, Salesforce, or similar.
- Strong follow-up, coordination, and communication skills.
- Must be process-oriented with good attention to detail.

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Application Question(s):

- How many years of experience in ZOHO

Work Location: In person

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