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Sales Coordinator

Sales Coordinator

Xpresso GlobalIndia
1 day ago
Job description

Sales Coordinator

Base Location : Ernakulam

Preferred Qualifications

Industry Experience : Prior experience in agency, brand marketing, or media coordination preferred.

Work Experience : 1–2 years in client management, administration, or coordination roles (preferably in media / marketing).

Education : Bachelor’s Degree in business, marketing, communications, or a related field.

Job Description (JD)

  • Act as the first point of contact for new inquiries via calls, emails, and forms.
  • Screen leads and gather basic requirements before passing them to the BDM or Director.
  • Update and maintain CRM records for all leads - new, old, and existing clients.
  • Schedule meetings, send calendar invites, and coordinate with the internal team.
  • Maintain call logs, update internal trackers, and ensure timely follow-ups.
  • Document client requirements and ensure clarity for the proposal / research team.
  • Assist in sending introductory decks, follow-up emails, and onboarding documents.
  • Prepare weekly and monthly reports of lead status and team activity.
  • Coordinate with marketing to ensure responses to campaigns are documented.
  • Keep the Director and BDM informed about lead movement, call outcomes, and CRM status.

Key Performance Indicators (KPI)

  • Prepare client agreement documents tailored to the specific project or client being onboarded.
  • Number of leads filtered and passed to BDM monthly.
  • CRM update compliance – all fields filled with accuracy and timeliness.
  • Meeting scheduling efficiency – time from inquiry to booked meeting.
  • Follow-up punctuality and completeness.
  • Weekly report submission on lead and pipeline status.
  • Response rate to new inbound calls or inquiries.
  • Client interaction logs completed and maintained.
  • Email communications sent with minimal revisions needed.
  • Number of missed leads (should be zero).
  • Team feedback on support provided.
  • Key Result Areas (KRA)

  • Lead Filtering : Efficiently screen and pass quality leads to BDM / Director.
  • CRM Management : Ensure all data is current, detailed, and accessible.
  • Client Onboarding : Facilitate early client journey steps smoothly.
  • Meeting Coordination : Help schedule meetings with minimal delays.
  • Support Systems : Keep the sales department organised and well-informed.
  • Data Documentation : Maintain structured notes and client preferences.
  • Communication Support : Assist with early-stage email drafting and documents.
  • Follow-Up Tracking : Ensure timely follow-ups happen post-meeting or call.
  • Collaboration : Bridge communication gaps between marketing and sales.
  • Reporting : Share timely reports for management review.
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