Pre - Sales Executive

<p><b>Role Summary </b> </p><p><br /></p><p>We are looking for a proactive and customer-focused Presales Executive to engage with inbound leads, understand their business requirements, qualify prospects, and coordinate product demonstrations with the Sales team. This role is ideal for candidates with 1 year - 2 years of experience who possess strong communication skills and are passionate about consultative selling, customer engagement, and leveraging AI tools to improve productivity and sales effectiveness. </p><p><br /></p><p><b>Core Responsibilities </b> </p><p><br /></p><p><b>1. Lead Engagement &amp; Qualification </b> </p><ul><li>Connect with inbound leads from website enquiries, marketing campaigns, and demo requests in a timely and professional manner. </li><li>Understand customer business needs, pain points, and team requirements to determine product fit. </li><li>Position the company's solutions, including AI-powered capabilities, based on customer challenges rather than product features. </li><li>Qualify leads and ensure only sales-ready prospects are passed to the Sales team. </li> </ul><p><b>2. Demo Coordination &amp; Sales Handoff </b> </p><ul><li>Schedule product demonstrations between qualified prospects and the appropriate Sales Consultant. </li><li>Coordinate demo timings based on consultant availability, customer preferences, and business requirements. </li><li>Ensure a seamless handover by sharing complete lead qualification details with the Sales team. </li> </ul><p><b>3. Lead Follow-up &amp; Pipeline Management </b> </p><ul><li>Follow up with new enquiries, missed connections, demo no-shows, and rescheduled meetings. </li><li>Use AI tools and CRM insights to prioritize outreach and personalize customer communication. </li><li>Maintain healthy lead engagement throughout the presales lifecycle. </li> </ul><p><b>4. CRM Management &amp; Documentation </b> </p><ul><li>Record all customer interactions, qualification notes, and lead status updates accurately in the CRM. </li><li>Maintain clean and up-to-date lead records in accordance with company processes and SOPs. </li><li>Ensure complete documentation for smooth collaboration across teams. </li> </ul><p><b>5. Reporting &amp; Cross-functional Coordination </b> </p><ul><li>Track key presales metrics such as lead response time, qualification rate, demo conversion, and pipeline status. </li><li>Share regular reports and insights with management. </li><li>Collaborate with Sales, Product, and Customer Success teams to address customer requirements and support complex enquiries. </li> </ul><p><br /></p><p><b>Eligibility </b> </p><ul><li>Any Bachelor's degree (Business Administration, Commerce, Marketing, Engineering, or related disciplines). </li><li>1 year - 2 years of experience in Presales, Inside Sales, Customer Success, Business Development, or any customer-facing B2B sales role. </li><li>Experience in SaaS, technology products, or workforce management solutions will be an added advantage. </li> </ul><p><br /></p><p><b>Required Skills </b> </p><ul><li>Excellent verbal and written communication skills in English and Hindi. </li><li>Strong interpersonal, presentation, and customer engagement skills. </li><li>Ability to understand customer requirements and effectively qualify leads. </li><li>Good organizational skills with strong attention to detail. </li><li>Proficiency in Microsoft Excel and CRM tools. </li><li>Willingness to learn and adopt AI tools to improve productivity. </li><li>Experience with CRM platforms such as Freshsales, HubSpot, or Zoho CRM is an added advantage. </li><li>Prior experience in SaaS, B2B sales, or workforce management solutions is preferred. </li> </ul><p><br /></p>