PRIMARY RESPONSIBILITIES
1. Sales Operations & Strategy Management
Design, implement, and continuously optimize sales operations processes to ensure efficiency and consistency across teams.
Develop and maintain robust sales pipelines, track progress against targets, and ensure timely follow-up with leads and prospects.
Set and communicate clear sales targets, quotas, and KPIs to the team.
2.Order Management & Systems Governance
Lead and mentor a team of 4–5 executives responsible for sales order processing across SFDC, the Sales Portal, and SAP.
Maintain data integrity and governance across CRM and ERP systems, ensuring a single source of truth for order status.
Maintain an account-wise master register capturing, at any point in time: amount received, amount pending, sales orders raised, production status, MDCC received, and PDI completion status.
3. Finance & Commercial Operations
Maintain accounting records related to TDS deduction/reconciliation and customer receivables, ensuring compliance and audit-readiness.
Track and reconcile order-wise financial status (advance received, invoicing, outstanding) in coordination with the Finance/Accounts team.
Liaise with insurance partners on transit damage claims — ensuring timely filing, documentation, and recovery of claims within defined TAT. Support pricing, credit terms, and LC/bill discounting-related coordination where relevant to order execution.
4. Dispatch & Logistics Coordination
Monitor and maintain a day-to-day dispatch tracker, ensuring visibility on vehicle planning, loading, and delivery status.
Coordinate with logistics, plant, and quality teams to resolve dispatch bottlenecks, delivery escalations, and documentation issues.
Own resolution of dispatch exceptions (e.g., vehicle reversals, invoice corrections) in coordination with management approvals.
5. Cross-Functional Coordination
Drive and chair regular cross-functional meetings with logistics, plant, quality, and finance teams to unblock order execution.
Act as the operational interface between Sales, Plant Operations, Finance, and the COO's office
6. MIS & Reporting
Own the quality, accuracy, and turnaround speed of all MIS generated by the team.
Develop dashboards and reports (order book, receivables, dispatch, claims aging) for management review.
Present periodic performance reviews highlighting deviations, risks, and improvement actions.
Qualifications & Experience
Bachelor’s degree in engineering/commerce; MBA preferred.
10–15 years of experience in sales operations, commercial operations, or order management, preferably in manufacturing/renewable energy/industrial equipment sectors.
Working knowledge of SFDC (or equivalent CRM), SAP, and MS Excel/reporting tools. Familiarity with TDS, receivables, insurance claims processing, and basic commercial/finance concepts.
Key Skills
Strong analytical and financial acumen
Team leadership and stakeholder management
Process design and systems governance
Attention to detail with a bias for data accuracy
Cross-functional coordination and communication
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