Pre Sales Executive

Keka Technologies Private Limited; Hinoba-an; On-site; PHP 279,000 - 502,000; Full time

Job summary

Ankuraa Developers is seeking an experienced Pre-Sales Executive to drive lead qualification, customer engagement, and site visit conversions. You will lead the Pre-Sales team, manage lead generation and CRM activities, and collaborate with Sales and Marketing to achieve business goals while delivering timely follow-ups.

This role focuses on optimizing conversions, reporting MIS, and ensuring an excellent customer experience across calls, emails, and digital channels.

Qualifications

• Experience in lead management and sales funnel optimization.
• Ability to lead a Pre-Sales team and meet targets.
• Strong analytical and reporting skills.

Responsibilities

• Lead and manage the Pre-Sales team to achieve lead qualification and site visit targets.
• Oversee lead generation, allocation, tracking, and timely follow-up through CRM.
• Ensure prompt handling of inbound and outbound customer inquiries across calls, emails, WhatsApp, and digital platforms.
• Qualify leads based on customer requirements and schedule site visits for the Sales team.
• Monitor lead-to-site visit and site visit-to-sales conversion ratios.
• Coordinate with the Marketing team to improve lead quality and campaign effectiveness.
• Prepare daily, weekly, and monthly MIS reports on lead performance, conversions, and team productivity.
• Train, mentor, and motivate the Pre-Sales team to enhance communication, product knowledge, and customer handling skills.
• Develop and implement standard operating procedures (SOPs) for lead management and customer engagement.
• Ensure an excellent customer experience by maintaining timely and professional communication.
• Analyze market trends, customer feedback, and competitor activities to improve pre-sales strategies.
• Collaborate with Sales, CRM, and Marketing teams to ensure seamless customer handover and support business growth.

Skills

Leadership

Communication

CRM proficiency

Sales analytics

Team management

MS Office

Lead management

Tools

CRM software

Microsoft Office

Job description

Ankuraa Developers is looking for an experienced and customer-focused Pre Sales Executive, drive lead qualification, customer engagement, and site visit conversions. The ideal candidate will oversee lead management, optimize conversion strategies, ensure timely follow-ups, and collaborate with the Sales and Marketing teams to achieve business objectives.

Key Responsibilities

• Lead and manage the Pre-Sales team to achieve lead qualification and site visit targets.
• Oversee lead generation, allocation, tracking, and timely follow-up through CRM.
• Ensure prompt handling of inbound and outbound customer inquiries across calls, emails, WhatsApp, and digital platforms.
• Qualify leads based on customer requirements and schedule site visits for the Sales team.
• Monitor lead-to-site visit and site visit-to-sales conversion ratios.
• Coordinate with the Marketing team to improve lead quality and campaign effectiveness.
• Prepare daily, weekly, and monthly MIS reports on lead performance, conversions, and team productivity.
• Train, mentor, and motivate the Pre-Sales team to enhance communication, product knowledge, and customer handling skills.
• Develop and implement standard operating procedures (SOPs) for lead management and customer engagement.
• Ensure an excellent customer experience by maintaining timely and professional communication.
• Analyze market trends, customer feedback, and competitor activities to improve pre-sales strategies.
• Collaborate with Sales, CRM, and Marketing teams to ensure seamless customer handover and support business growth.

Required Skills

• Strong leadership and team management skills.
• Excellent communication, presentation, and customer relationship management abilities.
• Proven experience in lead management, CRM systems, and sales funnel optimization.
• Strong analytical and reporting skills.
• Ability to work in a target-driven environment and manage multiple priorities.
• Proficiency in CRM software and Microsoft Office (Excel, Word, PowerPoint).

Preferred Industry

Real Estate, Property Development, Construction, Banking, Insurance, or Hospitality.