CRM & Sales Support Coordinator

About Software@Work India Pvt. Ltd.

Software@Work India Pvt. Ltd. has been an established software solution provider for the past 33 years. We focus on offering business software solutions to SMEs, and our current offerings include the best business apps, including Tally and ERPNext. With over 20,000 customers like Mercedes-Benz, Tata Teleservices, Samsonite, Tata Motors, Accenture, Dun & Bradstreet, and Morgan Stanley, we take a solution-selling approach to customers in helping them use software technology to manage their businesses. Our focus has always been on providing off-the-shelf software solutions designed specifically for small-to-medium enterprises (SMEs) and distributed enterprise markets.

Role Description

We’re looking for a proactive and detail-orientated Sales & Process Coordinator to ensure smooth operations across our sales and service teams. This role focuses on running company SOPs, maintaining operational flow, and supporting CRM management to drive efficiency and data-driven decision-making. The ideal candidate will contribute towards better sales operations, help identify process improvements, and support overall business growth.

Key Responsibilities :

• Ensure smooth execution of company SOPs and operational processes across sales and service teams.
• Maintain CRM hygiene : ensure all data is accurate, up-to-date, and organised.
• Track lead progress, monitor overdue tasks, and ensure timely follow-ups.
• Handle lead assignment based on region, priority, or product verticals.
• Regularly audit CRM usage and guide the team on best practices.
• Support pipeline management, identify bottlenecks, and suggest process improvements.
• Generate and share MIS reports (daily / weekly / monthly) and dashboards reflecting KPIs, conversion rates, and team productivity.
• Assist in onboarding and training new sales team members on CRM and process workflows.
• Collaborate with marketing for lead handovers and feedback loops.
• Act as a bridge between sales and service teams to ensure smooth coordination.

Skills & Requirements

Onsite in Santacruz (E), Mumbai.