Back Office Executive

3 days ago

B B D Bagh Kolkata West Bengal, India SAFELIFT INDUSTRIES Full time

**Key Responsibilities**:
**Order Booking**:
Accurately record customer orders in the system, ensuring correct product, pricing, and terms.

**Billing & Invoicing**:
Prepare and issue timely and accurate invoices for customer orders as per company policy using **Busy accounting software**.

**Proforma Invoice (PI) Preparation**:
Create and share PIs based on customer requirements and sales team instructions.

**Quotation Preparation**:
Draft and send quotations in coordination with the sales team, ensuring correct pricing and product details.

**CRM Entry & Updates**:
Maintain and update customer and order details in the CRM system to ensure data accuracy and availability for the sales team.

**Coordination**:
Coordinate with internal teams such as sales, dispatch, and accounts for seamless order processing and customer service.

**Documentation & Record Keeping**:
Maintain records of all billing and sales documentation systematically for future reference and audits.

**Key Skills & Requirements**:

- Graduate in any discipline (_Commerce preferred_)
- 1-2 years of relevant experience in billing/order processing/sales support (Freshers with good knowledge may apply)
- **Working knowledge of Busy accounting software is mandatory**:

- Basic knowledge of MS Office (Excel, Word) and CRM tools
- Good written and verbal communication skills
- Strong attention to detail and accuracy
- Ability to manage multiple tasks and prioritize workload
- Familiarity with sales process flow and documentation is a plus

Pay: ₹14,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Application Question(s):

- Have you ever prepared quotations before? What details do you include?
- Have you ever coordinated with the sales or dispatch team during order processing?
- Have you ever prepared Proforma Invoice (PI)?
- Have you ever used Busy Accounting Software?

Work Location: In person

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