Job Title: Sales Coordinator – MIS & Sales Operations
Location: Thane, Maharashtra
Work Mode: Work from Office / On-site
Experience: 1–3 Years
Education: Graduate / MBA
Department: Sales & Business Development / Sales Operations
Employment Type: Full Time
Reports To: Sales Head
Team Management: Individual Contributor
Job Summary
We are looking for a detail-oriented and analytical Sales Coordinator – MIS & Sales Operations to support the sales function through MIS reporting, dashboard management, CRM tracking, performance analysis, stakeholder coordination, and follow-up.
The role will act as a central coordination point between City Heads, Sales Trainers, Sales Operations, Credit Risk, and Operations teams to ensure smooth sales execution and timely closure of dependencies.
The ideal candidate should have strong hands-on experience in Advanced Excel, Power BI, Zoho CRM, and PowerPoint, along with excellent communication, analytical, and coordination skills.
Key Responsibilities
- Coordinate with City Heads, Sales Trainers, Sales Operations, Credit Risk, and Operations teams for smooth sales execution.
- Prepare, maintain, and track sales MIS, dashboards, performance reports, targets, funnel movement, conversion metrics, and business KPIs.
- Work hands-on with Zoho CRM and reporting systems to extract, validate, analyse, and present sales data.
- Build and maintain Power BI dashboards and Excel-based trackers and reports.
- Prepare management-ready PowerPoint presentations covering sales performance, trends, gaps, action plans, and business updates.
- Support target vs. achievement analysis, productivity tracking, funnel analysis, and sales performance reporting.
- Coordinate with the Credit Risk team on customer/application-related dependencies and ensure timely follow-up.
- Work with Operations on post-sale handovers, installation/service dependencies, customer issues, and closure timelines.
- Track action items from sales reviews and follow up with stakeholders until closure.
- Identify data inconsistencies, recurring gaps, process bottlenecks, and performance trends and highlight them to stakeholders.
- Draft professional emails and maintain clear communication with internal stakeholders.
Required Skills
- Strong hands-on Advanced Excel skills.
- Experience with Pivot Tables, VLOOKUP/XLOOKUP, large datasets, MIS, dashboards, and analytical reports.
- Practical experience with Power BI and sales/business dashboards.
- Hands-on experience with Zoho CRM or similar CRM tools.
- Strong PowerPoint skills for management presentations.
- Strong analytical and problem-solving ability.
- Excellent written and verbal communication.
- Strong coordination, follow-up, ownership, and attention to detail.
- Ability to manage multiple priorities in a fast-paced sales environment.
Preferred Candidate Background
Candidates from the following backgrounds are encouraged to apply:
Sales MIS | Sales Operations | Sales Coordinator | MIS Executive | MIS Analyst | Sales Operations Executive | Business Operations | Sales Reporting
Candidates should preferably have exposure to sales reporting, CRM, dashboards, performance tracking, and cross-functional coordination.
First 90 Days – Success Markers
- Establish a reliable cadence of sales MIS, dashboards, trackers, and performance reports.
- Demonstrate independent working knowledge of Zoho CRM, Power BI, Excel, and sales reporting processes.
- Build strong working relationships with City Heads, Sales Ops, Trainers, Credit Risk, and Operations teams.
- Ensure timely follow-up and closure of key action items and dependencies.
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