Presales Specialist

Embassy Developments; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Embassy Group seeks a Pre-Sales Specialist to drive site visits and bookings, coordinating with the contact centre and guiding customers from confirmation to site arrival.

You will run email and WhatsApp campaigns, keep Salesforce data clean, and be present at the site on weekends to support peak visit days.

Qualifications

• Graduate in any discipline.
• 3–6 years of experience in pre-sales, lead management, or customer coordination.
• Prior real estate experience is essential.
• Experience with Salesforce is required.
• Experience managing lead hygiene and CRM data.
• Experience coordinating with contact centre agents to drive site visits.

Responsibilities

• Drive site visits and bookings, coordinating with contact centre for confirmations and customer arrival.
• Maintain lead records, update statuses, and ensure data cleanliness in Salesforce.
• Run email and WhatsApp campaigns to nurture leads toward site visits.
• Collaborate with Relationship Managers to hand over qualified leads and visits.
• Track daily follow-ups, bookings, and site visit metrics; report to the manager.

Education

Graduate in any discipline

Tools

Salesforce

Job description

Embassy Group, founded in 1993 and headquartered in Bangalore, is one of Indias leading real estate developers with a diversified portfolio spanning commercial office spaces, luxury residential projects, hospitality,retail, and education. It is known for landmark developments such as Manyata Business Park and Embassy GolfLinks, and for pioneering Indias first listed REIT Embassy Office Parks REIT With a strong focus on sustainability, renewable energy, and community development, Embassy Group continues to shape Indias urban landscape while maintaining global standards in design and execution

Job Purpose:

The Pre-Sales Specialist is responsible for driving site visits and bookings. The role coordinates site visits booked through the contact centre, speaks directly with customers to confirm and follow through on visits, and works closely with contact centre agents to make sure they are actively driving visits. The person will also run email and WhatsApp campaigns, keep lead data clean in Salesforce, and be present at the site on weekends to support customers during peak visit days.

Key Responsibilities:

1. Driving Site Visits & Bookings (Primary Objective)

• Own the target for site visits and bookings, and work every day towards achieving it
• Coordinate site visits that are booked through the contact centre, from confirmation to the customer arriving at site
• Follow up with customers to reduce drop-offs and re-schedule missed visits
• Be present at the site on weekends to help customers during high-footfall days
• Speak to customers over calls to confirm site visits, answer basic queries, and understand their requirements
• Give customers a smooth and professional experience from first contact through the site visit

3. Coordination with Contact Centre Agents

• Work closely with contact centre agents on a daily basis to make sure they are booking and driving site visits
• Share feedback and visit outcomes with agents so booking quality keeps improving
• Track agent-booked visits and flag gaps or drop-offs early
• Maintain accurate, complete, and up-to-date lead records in Salesforce
• Manage lead hygiene — update lead status, log every interaction and follow-up, and remove duplicates or stale data
• Keep data clean and consistent so reporting is reliable

5. Email & WhatsApp Campaigns

• Run email and WhatsApp campaigns to nurture leads and pull them towards a site visit
• Follow up on campaign responses quickly and move interested leads forward

6. Coordination with Relationship Managers (RMs)

• Hand over qualified leads and confirmed site visits to RMs smoothly
• Share relevant lead details so RMs are ready for the customer
• Follow up with RMs on visit outcomes and next steps

7. Tracking & Reporting

• Track daily follow-ups, bookings, and site visit numbers
• Share regular updates on visit and booking performance with the reporting manager

Qualifications and Work Experience:

• Graduate in any discipline
• 3–6 years of experience in pre-sales, lead management, or customer coordination roles
• Prior experience in the real estate industry is essential
• Prior hands-on experience using Salesforce is a must
• Experience managing lead hygiene and CRM data
• Experience coordinating with contact centre / call centre agents to drive site visits
• Comfortable handling customers across calls, email, and WhatsApp
• Willing to work a 6-day week and be at the site on weekends

Knowledge, Skills and Competencies:

• Strong verbal and written communication skills
• Customer-focused with good interpersonal skills
• Well organised, with attention to detail
• Able to manage multiple follow-ups and coordinate across teams
• Hands-on with Salesforce and basic reporting
• Target-driven and comfortable working towards daily numbers