About the Role
Coordinate with respective department heads and concerned team members to gather inputs and technical details required for the proposals.
Responsibilities
- Ensure proposals are aligned with client requirements and company service offerings.
- Make necessary amendments, improvements, and revisions based on feedback received from stakeholders.
- Review proposals for accuracy, clarity, and completeness before submission.
- Prioritize proposal preparation based on submission deadlines to ensure timely delivery.
- Ensure all proposals maintain a consistent format, quality, and professional presentation.
- Prepare and maintain daily reports of all enquiries received across departments.
- Coordinate with department heads and responsible team members to obtain the latest updates and feedback on each enquiry.
- Ensure that all updates and status changes are accurately reflected in the enquiry reports.
- Track all enquiries to ensure timely responses from the respective teams.
- Collect department-wise enquiry data and consolidate it for reporting purposes.
- Upload enquiry data to the dashboard and verify that the information is accurate and up to date.
- Identify discrepancies or errors in the dashboard data and coordinate with the data analytics team to resolve them.
- Ensure proper tracking and follow-up of all enquiries to support business development efforts.
- Ensure all enquiry and lead-related data is properly entered and updated in the CRM system.
- Monitor CRM usage to confirm that all team members are regularly updating relevant information.
- Support team members who face difficulties while entering or updating data in the CRM.
- Maintain accuracy and consistency of data within the CRM platform.
- Should be ready to take up tele-calling, whenever necessary.
- Ensure CRM data is aligned with enquiry reports and business tracking systems.
- Ensure company profiles and service presentations are updated regularly in line with new solutions and service offerings.
- Coordinate formatting updates to maintain professional and consistent documentation.
- Update existing profiles or create new profiles whenever requested by internal teams.
- Maintain proper documentation and organization of all presentation materials.
- Prepare and maintain digital marketing (DM) performance reports.
- Coordinate with the digital marketing team to track enquiry status generated from marketing campaigns.
- Collect monthly digital marketing cost data and update internal tracking records.
- Cross-check enquiries generated through digital marketing channels for accuracy.
- Monitor incoming enquiry emails to ensure that no enquiries are missed.
- Participate in client demo when required.
- Maintain a well-organized repository of all shared proposals, categorized by year for easy reference.
