Overview
Sr. Sales Co-ordinator Jobs in Mumbai Metropolitan Region at Artha Energy Resources
Title: Sr. Sales Co-ordinator
Company: Artha Energy Resources
Location: Mumbai Metropolitan Region
Job Title: Sr. Sales Coordinator
Location: Mumbai (Kalaghoda Fort – Near Churchgate)
CTC: ₹30,000 – ₹50,000 per month
Experience Required: Minimum 5 years
Role Purpose
We are looking for a detail-oriented and proactive Sr. Sales Operations Coordinator to ensure seamless execution of all post-order activities. This role acts as a bridge between Business Development (BD), Legal, Accounts, and Operations teams, ensuring smooth coordination, accurate documentation, and compliance for successful project closures. The role focuses on post-sales coordination, order management, contract management, client onboarding, KYC verification, MIS/reporting, and cross-functional stakeholder management using sales and operations tools.
Key Responsibilities
- Documentation & Compliance
- Maintain and update project activities on Artha Central and related CRM/ERP platforms (e.g., Artha Central, Salesforce, HubSpot, SAP/Oracle) to ensure accurate status tracking and MIS readiness.
- Prepare and upload proposals, EPC, O&M, and Admin Purchase Orders; manage version control and document storage on SharePoint/Google Drive.
- Collect and verify client KYC documents post project win; ensure compliance with internal KYC and data protection standards.
- Ensure execution of agreements (NDA, EPC, O&M, PPA, Vendor Registration) using e-signature platforms (DocuSign/Adobe Sign) where applicable, and maintain a contract registry.
- Ensure proper onboarding of clients on Artha Central platform and other client portals; coordinate access, documentation, and initial setup.
- Coordination & Execution
- Follow up with the Design team for final drawings and approvals; track approvals and update project trackers in collaboration tools (Teams/Slack, JIRA/Asana).
- Schedule internal and client kickoff meetings and manage meeting notes, action items, and follow-ups in shared collaboration platforms.
- Coordinate with BD, Legal, and Operations teams for agreements and approvals, ensuring timely completion of all required documentation.
- Liaise with Accounts team for Proforma Invoice (PI) generation and sharing with clients; manage invoicing workflows in ERP/finance systems.
- Review client Purchase Orders for alignment with proposals and ensure discrepancies are resolved prior to execution.
- Ensure complete handover of project details to the execution team with all documentation, drawings, and commercial inputs to enable smooth project start.
Key Performance Indicators (KPIs)
- Timely completion of sales-related project activities
- Error-free documentation and task execution
- Accuracy of data shared for legal agreements
- Turnaround time for resolving queries and providing required data
- Consistency and accuracy in MIS and reporting
Skills & Competencies Skills
- Strong communication (verbal & written – English)
- Excellent coordination and stakeholder management
- Documentation and compliance expertise
- Time management and multitasking
- Proficiency in MS Excel (advanced: pivot tables, VLOOKUP/XLOOKUP, formulas), MS Word, CRM tools and platforms (Salesforce, HubSpot, Zoho CRM, Artha Central), collaboration tools (Microsoft Teams, Slack), document management (SharePoint, Google Drive), e-signature platforms (DocuSign, Adobe Sign), and project management tools (JIRA, Asana, Trello). Basic experience with data visualization tools (Power BI, Tableau) and ERP systems (SAP/Oracle) is a plus.
Knowledge
- Sales processes and workflows; CRM/ERP workflows and integrations
- Basic understanding of legal/commercial agreements (NDA, EPC, O&M, PPA) and contract lifecycle management; familiarity with KYC and data protection requirements
- Industry and product awareness (experience in renewable energy/solar is a plus)
Traits
- High attention to detail
- Proactive and solution-oriented
- Persistent in follow-ups
- Adaptable to dynamic work environments
Experience Requirement
- Minimum 5 years of experience in Sales Operations / Coordination role
- Experience in handling documentation, compliance, and cross-functional coordination
Skills: co-ordination,communication, coordination, documentation, analytical thinking, time management, technical proficiency,analytical thinking,time management,communication,documentation
