Billing Quotation Cum Sales Coordinator

Position: Billing, Quotation & Sales Order Coordinator

Location: Secunderabad, MG Road

Department: Sales Operations / Accounts Coordination

Experience: 1–2 years (preferred)

Role Summary: We are looking for a detail-oriented and responsible professional to manage quotations, billing, and sales order processing, and to act as a coordination point between customers, sales team, warehouse, and accounts.

This role is critical for ensuring accurate billing, smooth order-to-delivery flow, and timely customer communication.

Key Responsibilities:

Quotation & Order Processing:

• Prepare and share accurate quotations as per approved price lists and discounts
• Convert approved quotations into Sales Orders in ERP
• Verify customer PO details (price, quantity, GST, delivery terms)

Billing & Documentation:

• Generate GST-compliant invoices accurately and on time
• Ensure correctness of rates, discounts, GST %, quantities, and totals
• Handle partial billing, short supply, and revisions when required
• Coordinate for credit notes / corrections if errors occur

Coordination & Follow-up

• Coordinate between salespersons, customers, warehouse, and accounts
• Track order status from order confirmation to delivery
• Update customers proactively on dispatch and delivery timelines
• Share invoice copies, delivery challans, and order confirmations

ERP & Excel Work

• Enter and manage data in ERP software (Focus preferred)
• Track orders, dispatch, and billing status using Excel
• Prepare basic reports: pending orders, short supplies, billed vs dispatched

Process & Accuracy:

• Follow internal processes strictly
• Maintain proper documentation and audit trail
• Escalate issues proactively instead of delaying or hiding errors

Required Skills & Knowledge (Must-Have)

• Strong understanding of basic commercial calculations
• (discounts, percentages, GST, totals)
• Working knowledge of billing & invoicing
• Excel skills: VLOOKUP/XLOOKUP, SUMIFS, IF, basic Pivot Tables
• Experience with ERP software (Focus ERP preferred)
• Good communication skills (phone, WhatsApp, email)
• High attention to detail and accuracy

Desired Traits (Very Important):

• Strong ownership mindset – takes responsibility till closure
• Honest and process-driven
• Calm under pressure, especially during month-end
• Willingness to learn and improve
• Ability to coordinate without conflict or blame

What This Role Is NOT:

• This is not a sales role
• This is not a data-entry-only role
• This role requires thinking, accuracy, and responsibility

Career Growth:

• Growth into Senior Sales Operations / Billing Head / Process Lead
• Increased responsibility with key accounts and high-value orders

Compensation:

• Salary: As per experience and skill level
• Performance-based growth opportunities

Shortlisted candidates will undergo:

1. Basic billing & calculation test
2. Excel test
3. Interview