Sales Coordinator Cum MIS Executive

1) JOB PURPOSE:

Seeking a highly organized, detail-oriented, and result-driven Sales Coordinator cum MIS Executive to manage end-to-end sales coordination, MIS reporting, data analysis, customer database management, and business performance tracking. The role will involve preparing accurate reports and presentations, documenting review meetings, coordinating marketing activities, and ensuring seamless communication and coordination across departments. The ideal candidate should possess strong proficiency in MS Excel, MIS, data analytics, reporting, and presentation preparation, along with excellent communication, analytical, and coordination skills.

2) ROLE & RESPONSIBLITIES:

1.    Sales Coordination & MIS

• Coordinate closely with Sales Head, Business Head and Sales Team for day-to-day sales activities.

• Prepare and circulate Daily Sales Reports (DSR), Weekly and Monthly Sales Reports.

• Prepare sales achievement vs. target reports, product-wise, customer-wise and territory-wise analysis. • Maintain and update complete Sales MIS.

• Consolidate sales, operations, dispatch, stock and other business data into a single management report.

• Identify data gaps, deviations and important business trends and highlight them to management.

• Maintain accurate and timely MIS dashboards and management reports

2.    Outstanding & Collection MIS

• Prepare Customer Outstanding and Ageing Reports.

• Monitor customer-wise outstanding, ageing buckets, due dates and collection status.

• Coordinate with sales team for collection follow-up.

• Prepare collection status and overdue reports for management review.

• Highlight critical overdue accounts and follow-up requirements.

3.    Customer Database & Lead Management

• Maintain a complete and updated Customer Master Database.

• Maintain customer segmentation, contact details, business potential, product interest and sales history.

• Prepare Lead Generation and Lead Conversion Reports.

• Track lead status from generation, follow-up, quotation, negotiation, order conversion.

• Coordinate with sales team regarding lead follow-ups and pending opportunities.

• Conduct customer calling for product awareness, enquiry follow-up and basic coordination

4.    Customer Coordination

•Coordinate with key customers regarding product information, enquiries, meetings and follow-ups.

• Maintain regular communication with important/key customers as directed by Sales Head/Business   Head.

• Coordinate internally with sales, operations, dispatch, finance and other departments to resolve customer requirements.

• Maintain proper records of customer communication and action points

5.    Business Analytics & Management Reporting

• Merge Sales + Operations + Dispatch + Stock + Collection + Customer data and prepare comprehensive management reports.

• Develop graphical dashboards, charts, trend analysis and business summaries.

• Prepare PowerPoint presentations for management and review meetings.

• Prepare business case studies, market analysis and sales performance analysis.

• Provide data-driven insights to support management decision-making.

• Track KPIs and prepare variance/achievement reports

6.    Review Meeting Management

• Prepare complete agenda and data for weekly/monthly review meetings.

• Prepare presentation and MIS for management review.

• Record and circulate Minutes of Meeting (MOM).

• Prepare department-wise and person-wise Action Points with timelines.

• Maintain an action tracker and ensure timely follow-up.

• Follow up with concerned departments/persons for closure of pending action points.

• Provide status updates in subsequent review meetings.

7.    Marketing Coordination

• Coordinate with the marketing team for planned marketing activities.

• Maintain a Marketing Activity Calendar.

• Coordinate and track product awareness activities, customer meets, dealer meets, exhibitions, events and other promotional activities.

• Maintain event-wise activity reports and post-event analysis.

• Coordinate with sales and marketing teams for execution and follow-up of campaigns.

• Support preparation of marketing presentations and promotional reports

8.    Cross-Functional Coordination

• Maintain close coordination with Sales, Business Development, Operations, Production, Dispatch, Finance, Accounts, Supply Chain, Quality and Marketing departments.

• Collect and consolidate data from different departments.

• Ensure timely availability of accurate information for management reporting.

• Act as a coordination bridge between Sales/Business Head and internal departments

9.    AI & Digital Tools

• Candidate should be familiar with practical AI tools and their business applications.

• Use AI tools for data analysis, report preparation, presentation development, business research, communication drafting and productivity improvement.

• Should be comfortable learning and adopting new digital tools, CRM/ERP/MIS systems and automation platforms.

Knowledge& Skills:

·      Advanced knowledge of MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, IF and other formulas, filters, sorting, charts, and dashboards.

·      Working knowledge of PowerPoint, CRM software, ZOHO ERP, and SAP.

·      Knowledge of Tally will be an added advantage.

·      Strong analytical, reporting, and problem-solving skills.

·      Good communication, coordination, and follow-up skills.

·      Ability to manage multiple tasks and meet deadlines.

·      High attention to detail, accuracy, and data confidentiality.

·      Knowledge of sales processes, customer handling, and payment follow-up.

·      Knowledge of the building materials/construction industry is preferred.

Ideal Candidate Profile :

• The ideal candidate should be highly organized, analytical, proactive and detail-oriented, with the ability to independently manage MIS and sales coordination activities.
• The person should not be limited to data entry or routine MIS preparation, but should be capable of understanding business data, connecting Sales + Operations + Finance + Customer information, converting it into meaningful management reports and presenting actionable insights to the Sales Head/Business Head. • Strong Excel + MIS + Communication + Coordination + Presentation + Follow-up + AI awareness is essential for this position
• Experience: 3–5 years of experience in MIS, sales coordination, sales operations, or a similar role
• Preferred Candidate Location: Local candidates within 30 kms from job location is preferred
• Educational Qualification: Graduate in any discipline; Commerce or Business Administration plus computer course preferred