Sales Co-ordinator and CRM

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:

The Sales Coordinator / CRM Executive will play a key role in supporting the sales team by managing customer relationships, coordinating order processing, and ensuring seamless communication between clients, production, and logistics. The candidate will primarily handle B2B Tier 2 customers and OEM component manufacturers within the sheet metal and engineered components industry, ensuring timely delivery, accurate documentation, and superior client satisfaction.

Key Responsibilities

1. Customer Relationship Management (CRM):

2. Serve as the primary point of contact for Tier 2 and OEM clients.

3. Maintain and update CRM databases with customer information, inquiries, and communication logs.
4. Build long-term relationships with clients to promote repeat business and customer loyalty.

5. Coordinate with the sales team to follow up on leads, quotations, and pending orders.

6. Sales Coordination

7. Prepare and issue quotations, proforma invoices, and sales orders in coordination with sales and production teams.

8. Track order status from quotation to dispatch, ensuring adherence to customer delivery schedules.
9. Liaise with the production, planning, and logistics departments to ensure customer requirements are met.

10. Monitor pricing, margins, and contract terms to ensure compliance with company policies.

11. OEM / B2B Client Management:

12. Handle key accounts in Tier 2 and OEM segments, ensuring technical and commercial alignment.

13. Understand client requirements for sheet metal and engineered components, including specifications, tolerances, and drawings.
14. Coordinate with engineering and design teams for new product development or sample submissions.

15. Support in vendor registration processes, audits, and documentation for OEMs.

16. Reporting & Analysis:

17. Maintain sales trackers, order status reports, and forecast summaries.

18. Generate CRM reports and analyze sales trends, customer performance, and pipeline health.

19. Support management in developing pricing strategies and sales forecasts.

20. Documentation & Communication:

21. Manage and verify all sales-related documentation including PO, invoices, and dispatch details.

22. Ensure timely communication of order confirmations, production updates, and delivery schedules to clients.
23. 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.

Job Type: Full-time

Pay: ₹30, ₹50,000.00 per month

Work Location: In person