Sales Executive - Order Management & CRM

Rather than focusing exclusively on cold outbound prospecting, this role serves as the essential administrative and transactional backbone of our B2B sales cycle. You will own the end-to-end management of sales orders, CRM/ERP pipeline data integrity, formal quotations, bid/tender compliance documentation, and management reporting (MIS). Working at the intersection of business development and operational execution, you will coordinate directly with Pre-Sales, Procurement, Operations, and Finance to ensure smooth, compliant handling from initial opportunity creation through to invoicing and delivery.

Key Responsibilities

• Order & Quotation Processing: Generate, process, and track sales orders, formal price quotations, and client proposals accurately within strict turnaround times.
• CRM & ERP Data Integrity: Maintain, update, and audit customer profiles, sales pipeline stages, order status logs, and contract milestones in CRM/ERP systems to ensure precise revenue and commission tracking.
• Finance & Credit Coordination: Partner with Finance and Credit Control teams to track invoicing statuses, monitor payment schedules, and support collection follow-ups.
• Supply Chain & Delivery Alignment: Liaise with Procurement and Supply Chain departments to verify stock availability, validate lead times, and confirm project delivery schedules.
• MIS & Sales Reporting: Compile weekly and monthly sales reports, pipeline dashboards, and Management Information System (MIS) packs for leadership review.
• Tender & Bid Support: Support formal bid and tender submissions by gathering compliance paperwork, compiling technical/financial documentation, and verifying submission checklists.
• Client & Contract Management: Address client queries regarding order statuses, pricing verifications, and invoicing details while maintaining organized contract archives with automated renewal alerts.

Requirements

Education, Technical Skills & Work Experience

• Education: Bachelor’s degree in Business Administration (BBA), Commerce (B.Com), IT Management, or a related discipline.
• Experience: 1 to 3 years of experience in sales operations, sales support, order management, or back-office commercial administration. Prior exposure to the B2B IT or enterprise technology sector is strongly preferred.
• CRM / ERP Familiarity: Practical exposure to enterprise CRM/ERP platforms (e.g., Salesforce, Zoho CRM, Odoo, SAP, or Microsoft Dynamics).
• Advanced Excel Proficiency: Advanced skills in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data aggregation, conditional formatting, and report templates).
• Cross-Functional Coordination: Demonstrated ability to liaise effectively across Sales, Pre-Sales, Finance, Procurement, and Operations pods.
• Deadline Management: Proven capacity to work under tight operational deadlines, particularly during month-end and quarter-end commercial closing periods.

Total Rewards & Benefits

• Market-Competitive Package: Competitive monthly base salary aligned with qualifications and experience.
• Enterprise IT Exposure: Direct involvement in large-scale corporate, public sector, and enterprise tech commercial operations.
• Inclusive Culture: Work within an equal-opportunity employer that actively promotes diversity and inclusion across all business units.