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