Manager - Lead Management

Peoplefy Infosolutions; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Peoplefy Infosolutions in Pune is seeking an experienced Sales Operations Lead to own the qualified lead funnel, drive daily sales planning, and maximize field productivity.

You will act as the bridge between marketing, telecalling, and field sales, ensuring SLA adherence, reliable appointment management, and data-driven operating rhythm.

6–10 years of experience, located in Pune Baner, with a 6-day WFO schedule including 2 Saturdays; you will also manage a Bridge Team and optimize lead flow.

Qualifications

• Experience leading sales operations and optimizing the funnel.
• Strong CRM and data analysis skills to drive decisions.
• Proven ability to plan daily field sales schedules and routes.
• Excellent stakeholder management and communication abilities.

Responsibilities

• Own the qualified lead funnel from handover to closure or next action.
• Lead daily sales planning and allocate leads by geography, urgency, and capacity.
• Monitor field productivity metrics and drive efficiency improvements.
• Build a reliable appointment process with confirmations and reminders.

Skills

Lead management

CRM expertise

Sales planning

Data analysis

Stakeholder management

Forecasting

Excel advanced

Power BI

Team management

Tools

Salesforce

LeadSquared

Zoho CRM

Excel

Power BI

Tableau

Job description

Job Description

The Responsibilities

1. Own the Qualified Lead Funnel

• Take complete ownership of all qualified leads from the moment they are handed over by Telecalling until they are either converted or formally closed.
• Ensure: No qualified lead is lost.
• Every lead has a defined next action.
• Lead ageing remains within SLA.
• High-priority opportunities are acted upon immediately.
• Lead disposition is accurately captured in CRM.

2. Drive Daily Sales Planning

• Lead the planning and execution of daily field sales schedules.
• Allocate leads based on geography, urgency, and sales capacity.
• Optimize travel routes and meeting clusters.
• Balance workload across sales executives.
• Plan high-productivity daily calendars.
• Dynamically adjust schedules for cancellations or urgent opportunities.
• Enable every Sales Executive to spend maximum time selling rather than planning.

3. Maximize Sales Productivity

• Continuously monitor field execution and identify opportunities to improve efficiency.
• Own metrics such as: Meetings planned Meetings completed Travel efficiency Idle time
• utilization Lead-to-meeting ratio Meeting-to-booking ratio
• Drive corrective actions wherever productivity gaps exist.

4. Ensure Outstanding Appointment Management

• Build a highly reliable customer appointment process by ensuring: Appointment confirmation Reminder calls/messages Rescheduling when required
• Timely customer communication
• Sales Executive readiness before every meeting
• Aim to significantly reduce customer no-shows and failed visits.

5. Lead

• Act as the single operational interface between: Marketing Telecalling Field Sales Operations
• Support
• Ensure seamless communication, rapid issue resolution, and uninterrupted lead flow.

6. Establish Operational Excellence

• Develop and continuously improve standard operating procedures (SOPs) for: Lead allocation Scheduling Follow-ups Escalation handling
• CRM updates Appointment confirmations Customer communication
• Drive consistency, transparency, and scalability across the sales funnel.

7. Build a Data-Driven Operating Rhythm

• Design and manage dashboards to monitor:
• Lead ageing Lead backlog Appointment adherence
• Sales Executive utilization
• rates
• Present daily and weekly performance reviews with actionable insights.
• Lead a team of four executives by:
• Setting daily targets
• Conducting performance reviews
• Monitoring quality
• Providing coaching
• Driving accountability
• Building a high-performance culture
• The role will be measured on its ability to deliver measurable business outcomes, including:
• 95%+ qualified leads scheduled within defined SLA.
• Reduction in lead ageing and lead leakage.
• Higher meetings completed per Sales Executive per day.
• Improved field force utilization.
• Reduced customer no-show rates.
• Increased
• Improved customer satisfaction during the scheduling journey.
• Accurate CRM hygiene and reporting.
• Managing
• Team Reduction

Requirements

• Capacity planning
• Workforce scheduling
• Field force optimization
• Sales process management
• Pipeline management
• Analytical & Decision-Making
• Strong analytical ability
• Data interpretation
• Root cause analysis
• KPI management
• Forecasting
• Process improvement
• Leadership
• Team
• Coaching
• Performance management
• Stakeholder management
• Conflict resolution
• Service mindset
• Relationship management
• CRM platforms (Salesforce, LeadSquared, Zoho, Freshsales, etc.)
• Advanced Microsoft Excel
• Google Sheets
• Power BI / Tableau (preferred)
• Route planning and scheduling tools (preferred)
• well-versed with CRM software - Excel, google communication, collaboration, interpersonal skills
• sheets - presentation skills - Tele-calling
• team management experience

Primary Skills:

• 6 -10 Years Exp
• Location Pune Baner
• 6 days WFO ( 2 Saturday working)
• The person also manages a small Bridge Team, plans field-sales schedules, tracks leads in CRM, reduces missed appointments/leakage, and monitors conversion/productivity numbers.