About the role
The Sales Coordinator supports the Sales team’s operations by ensuring efficient order processing, seamless claims administration, and maintaining accurate records.
This role involves close coordination with Accounting, Customer Service, and Logistics to deliver an integrated, client-focused experience, allowing the Sales team to focus on revenue generation.
Order Processing and CoordinationProcess Sales Orders: Review and process all approved customer orders in the ODOO ERPsystem (including inventory reservation, delivery and follow-up on invoice processing) .
Ensure proper documentation and communication with relevant departments.Coordinate Fulfillment: Liaise with the Logistics team to ensure timely order dispatch anddelivery, providing status updates to sales team members.Sales process support and strategiesCoordinate customer meetings / visits and ensure everything is schedule.Support in preparing the meeting agenda along with taking meeting minutes.Workout a clear follow-up strategy (including call for action or reminders based on meeting out comes.Sales Documentation and Data ManagementMaintain CRM Records: Update the CRM system with customer information, order history, andclaims status for accurate tracking.Sales Data Reporting: Prepare periodic sales and claims reports, offering insights into ordervolumes, claims, and other performance metrics.Document Control: Ensure all sales documentation is up-to-date and accessible for the SalesTeam’s reference and reporting needs.Claims Administration and CoordinationClaims Intake and Documentation: Serve as the primary point of contact for initiating claims,Documenting details in the CRM system.Inter-Departmental Coordination: Work with the Customer Service Support Associate toHandle and follow up on claims with the assigned Sales team member, ensuring clearCommunication and a swift resolution process.
Order Processing and CoordinationProcess Sales Orders: Review and process all approved customer orders in the ODOO ERPsystem (including inventory reservation, delivery and follow-up on invoice processing) .
Ensure proper documentation and communication with relevant departments.Coordinate Fulfillment: Liaise with the Logistics team to ensure timely order dispatch anddelivery, providing status updates to sales team members.Sales process support and strategiesCoordinate customer meetings / visits and ensure everything is schedule.Support in preparing the meeting agenda along with taking meeting minutes.Workout a clear follow-up strategy (including call for action or reminders based on meeting out comes.Sales Documentation and Data ManagementMaintain CRM Records: Update the CRM system with customer information, order history, andclaims status for accurate tracking.Sales Data Reporting: Prepare periodic sales and claims reports, offering insights into ordervolumes, claims, and other performance metrics.Document Control: Ensure all sales documentation is up-to-date and accessible for the SalesTeam’s reference and reporting needs.Claims Administration and CoordinationClaims Intake and Documentation: Serve as the primary point of contact for initiating claims,Documenting details in the CRM system.Inter-Departmental Coordination: Work with the Customer Service Support Associate toHandle and follow up on claims with the assigned Sales team member, ensuring clearCommunication and a swift resolution process.
