Sales Support Manager

Summary

The Sales Support Manager is a pivotal role, serving as the primary administrator and commercial coordinator for all elevator sales activities. This position manages the entire sales lifecyclefrom initial specification and quotation generation to order booking, ensuring regulatory compliance, and supporting smooth coordination between Sales, Design & Engineering (D&C), Installation, and Head Office (HO) to achieve branch targets.

Reporting To

Sales Manager (SM)/ MD/ Operation head

Key Responsibilities

I. Elevator Sales Administration & Commercial Process

• CRM Management: Serve as the primary owner for the CRM system, handling data entry, ensuring Techsheet (Technical Specification Sheet) clearance, managing Quotation generation, and tracking the full opportunity pipeline.
• Non-Standard Product Coordination: Act as the liaison for ESD (Engineering Specification Document) Followups with the Design & Costing teams for non-standard elevator models or custom specifications received from branches.
• Costing & Pricing: Coordinate to receive Costing for Quotations and secure Final Prices for both standard and customized elevator products.
• Order Booking & Contracts: Provide crucial Order Booking support to the Sales Team. Manage the full Agreement creation process, including internal follow-ups and CRM clearance from HO.
• Financial Entry & Filing: Handle Branch Sales Order (SO) entry in Tally and ensure all sales documents (including LO follow-ups with Installation & Sales Accounts) are properly filed and couriered to HO.

II. Reporting, Analysis, and Performance Tracking

• Sales Activity Reporting: Consolidate the Daily Activity Report (DAR) of the Sales Team for the SM/BM and conduct ZOOM Meet (Review) preparation.

• Sales MIS & Forecasting: Prepare comprehensive MIS Reports and analytical documents:

• Analysis on Core Activity, Forecasting vs. Achievement, and Target vs. Achievement Reports.

• Quotations to Booking Conversion and Projections vs. Booking Conversion Growth Analysis Report.

• Competitive Analysis: Prepare the Lost Analysis Report, documenting competitor names, pricing strategies, and reasons for lost elevator tenders or orders.

• Incentive Management: Prepare the Quarterly Incentive chart based on booked elevator orders and verify supporting documentation.

III. Project & Installation Support

• Pre-Installation Documents: Support the Installation team by preparing necessary documentation required for Statutory Clearance, Permission, and License (e.g., permits for vertical transportation installation).
• Initial Project Finance: Coordinate the process for sending the GAD (General Arrangement Drawing) payment to the client as part of the initial phase of installation.
• Contractor Billing Support: Facilitate the collection and processing of Contractor Billing (e.g., 1st stage for shaft preparation) if external contractors are utilized for the project.
• Maintenance Transition: Assist in the post-completion documentation, including Client Handover and Maintenance Handover for the operational unit.

IV. Elevator Maintenance and TIS Support

• TIS Quotations: Be responsible for preparing, sending, and negotiating prices for TIS (Technical Inquiry/Service) and maintenance inquiries, consulting with the HOD.
• AMC Master Management: Conduct audits on the AMC (Annual Maintenance Contract) Master to ensure data accuracy and regular updates.
• Payment & Work Order Tracking: Update the TIS master upon payment receipt. Prepare work orders for TIS jobs allocated to sub-contractors and coordinate with Stores for material dispatch to the site.

V. Financial & Administrative Support

• Collections & Follow-up: Track projects and support the collection of the Balance payment from the client upon completion of the elevator project.
• Overhead & Utility: Prepare the Overhead chart and follow up on payment of Branch Utilities (Rent, Electricity, etc.) and manage branch Vendor Management.
• HR Support: Coordinate branch-level interviews and manage new employee Joining Formalities and Induction documentation.