Back Office Executive Tally, Quotations & Customer Coordination (India)

Job Type: Full time

Experience: Fresher to 2 Years

Qualification: Graduate / Diploma / Equivalent

Location: [Thane / Mumbai / Your Location]

Job Summary

We are looking for a Back Office Executive to handle day-to-day office coordination, Tally-related work, quotation preparation, customer follow-up, order coordination, payment follow-up, billing and documentation.

The candidate should be comfortable working on Tally Prime, MS Excel and MS Word and should have good communication and follow-up skills.

Freshers with basic Tally knowledge are welcome to apply.

Key ResponsibilitiesTally & Accounts-Related Work

• Perform day-to-day data entry and transactions in Tally Prime.
• Prepare sales and purchase entries.
• Maintain customer and supplier ledgers.
• Enter receipts, payments and other routine transactions.
• Assist in invoice and billing preparation.
• Maintain proper sales and purchase records.
• Assist in maintaining accounts-related documentation.
• Coordinate with the accounts team for pending entries and documents.
• Assist with GST-related data and documentation.
• Ensure that Tally entries and records are updated accurately and on time.

Quotation & Sales Coordination

• Prepare and send quotations to customers based on enquiries received.
• Coordinate with the sales/service team for technical and commercial details required for quotations.
• Maintain records of quotations submitted to customers.
• Follow up with customers on submitted quotations.
• Obtain customer feedback regarding quotations.
• Follow up for purchase orders and order confirmation.
• Coordinate with customers regarding order status, delivery and documentation.
• Maintain quotation and order follow-up records.

Payment Follow-up

• Follow up with customers for pending payments.
• Maintain a record of outstanding payments and due dates.
• Coordinate with the accounts team regarding outstanding invoices.
• Contact customers through email/phone for payment status.
• Send payment reminders and statements of accounts when required.
• Update payment status and maintain proper records.
• Escalate long-pending payments to management.

General Back Office & Administrative Work

• Handle day-to-day back-office activities.
• Prepare invoices, proforma invoices, purchase orders and other business documents.
• Maintain customer and supplier databases.
• Prepare and maintain Excel reports.
• Handle emails and routine business correspondence.
• Maintain physical and digital records.
• Coordinate with customers, suppliers, sales, service and accounts teams.
• Assist in preparing service-related documents and reports.
• Perform other office and administrative duties assigned by management.

Required Skills

• Basic to good knowledge of Tally Prime.
• Basic understanding of accounting and bookkeeping.
• Good knowledge of MS Excel and MS Word.
• Ability to prepare professional quotations.
• Good customer follow-up skills.
• Good payment follow-up skills.
• Good email drafting skills.
• Good English communication.
• Good typing and data-entry skills.
• Good organizational and time-management skills.
• Attention to detail and accuracy.
• Ability to maintain records systematically.

Preferred Knowledge

Candidates having knowledge of the following will be preferred:

• Tally Prime
• Sales & Purchase Entries
• Customer & Supplier Ledger
• Invoice/Billing
• GST basics
• Quotation preparation
• Customer follow-up
• Payment collection/follow-up
• Outstanding/receivables tracking
• MS Excel
• Purchase and sales documentation

Experience

• Freshers with basic Tally knowledge are welcome.
• Candidates with 12 years of experience in back office, accounts, billing, sales coordination, administration or a similar position will be preferred.

Candidate Profile

The ideal candidate should be:

• Responsible and punctual
• Well-organized and detail-oriented
• Good in communication and customer follow-up
• Comfortable working on Tally and Excel
• Confident in making follow-up calls to customers
• Willing to learn and take responsibility
• Able to work independently as well as in a team
• Professional and polite while communicating with customers and suppliers

Selection Process

• Resume screening
• Telephonic interview
• Personal interview
• Basic Tally & Excel assessment
• Final selection

What We Offer

• Full-time employment
• Training and guidance
• Professional working environment
• Exposure to Tally, accounts, quotations, sales coordination and customer management
• Opportunity for career growth
• Practical experience in business operations

Compensation: 10,[hidden],000.00 per month

Work Location: In person .