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Process Manager

4 months ago

Chennai, India SAS Partners Corporate Advisors Private Limited Full time

About Company:
SAS Partners Corporate Advisors is a multidisciplinary organization providing Business, Financial and Legal Advisory Services to Indian and Multinational Corporates. We are an TUV-ISO Certified 9001-2008 company and have offices in Chennai & Bangalore. We have built deep-rooted entrepreneurial, professional and regulatory relations and strong association with various Bilateral organizations for facilitating Cross Border Investment & Trade.

Job Summary:

We are seeking a proactive and organized process associate to join our dynamic team. This role will be pivotal in managing various aspects from Lead / Proposal to Invoicing stage, ensuring creation of projects, stage upgradations in projects and ensuring invoicing through co-orodination with Sales team, operations team and billing teams.  

 

Responsibilities:

  1. Proposal Management:

∙ Prepare and submit compelling proposals tailored to client requirements and project scope.

∙ Coordinate with internal teams to gather necessary information for proposal creation.

  1. Sales Order and Purchase Order Processing:

∙ Manage the sales order process from receipt to fulfillment, ensuring accuracy and timely delivery.

∙ Handle purchase orders for services, verifying terms, pricing, and delivery schedules.

  1. Client Relationship Management:

∙ Build and maintain strong relationships with clients, understanding their needs and providing timely support.

∙ Serve as the main point of contact for client inquiries and issue resolution.

  1. Drafting Invoices and co-ordination for Billing:

∙ Prepare draft invoices based on project milestones and customer agreements.

∙ Monitor billing activities and follow up on overdue accounts as needed.

  1. Project Status Ownership:

   ∙ Track project progress and milestones, ensuring adherence to timelines and budgets.

  1. Leads follow up:

   ∙ Leads when allocated, following up and conversion to business.

  1. MIS and Reports on the Leads, Proposals, Projects and Billing to Management: 

          ∙ Preparation and submission of various reports as required by Management team from Zoho CRM, Zoho Projects, Zoho Subscriptions modules.



Requirements

∙ Bachelor’s degree or above.

∙ Proven experience in sales coordination, Proposal preparations,  project management, or a similar role.

∙ Proficiency in ZOHO CRM, ZOHO Projects, Salesforce or similar app

∙ Strong organizational skills with the ability to manage multiple tasks simultaneously.

∙ Excellent communication and interpersonal skills.

∙ Attention to detail and a proactive approach to problem-solving.

∙ MIS preparations from ERP/ SAP/ Zoho for team and management.



BenefitsEPF & Health  Insurance