Sales Coordinator

Job Title : Sales Coordinator Location : Mumbai (Onsite)

Experience : 3–5 years

Department : Operations

Reporting To : CEO

Role Summary :

We are looking for a hands-on, detail-driven Operations Executive to support the CEO and ensure execution across teams. This role is ideal for someone who has worked in a Microsoft CSP or partner setup and understands transactional operations, CRM, licensing flow, Excel-based reporting, and day-to-day coordination with sales and presales teams.

Key Responsibilities :

CRM & Sales Operations

Maintain CRM (preferably Microsoft Dynamics) – ensure all leads, opportunities, renewals, and deal stages are updated accurately

Run weekly hygiene checks on data, and follow up with teams for corrections and updates

Support licensing order workflow – quotes, renewals, add-ons, invoicing coordination

Coordination & Execution Support

Track CEO’s key tasks and follow-ups with respective owners

Support day-to-day coordination between sales, presales, and operations

Act as the single point of contact for CEO for follow-through on operational items

Reporting & Review Rhythm

Prepare weekly sales reports, licensing summaries, and renewal trackers

Consolidate data from CRM and Excel for sales reviews and business reporting

Highlight key misses, delayed actions, or critical bottlenecks proactively

Internal Process Discipline

Help build structured workflows for renewals, quote processing, and reporting

Keep sales operations rhythm aligned with targets and timelines

Assist in planning sales meetings, MOM tracking, and ensuring closure on key points

Required Skills :

Strong knowledge of Excel – data cleaning, pivot, VLOOKUP, reporting

Experience using a CRM system (Dynamics preferred)

Familiarity with Microsoft licensing models (M365, Azure, etc.) is a big plus

Strong follow-up discipline and ownership of execution

Clear and polite communicator – especially with senior leaders

Mature personality – can ask tough questions without being confrontational

Preferred Background :

Worked in a Microsoft CSP, LSP, or ISV environment

Handled operations or inside sales in a tech / software company

Exposure to license lifecycle and quote-to-order processes

Interested candidate can apply on : -