Key Responsibilities :
- Lead, mentor, and manage a team of presales executives / senior executives to meet lead qualification and conversion goals.
- Monitor daily performance and optimize productivity using data dashboards and CRM platforms.
- Utilize calling tools for lead management and effective customer engagement.
- Analyze customer behavior to refine engagement scripts and targeting strategies.
- Motivate the team with goal-setting, performance tracking, and coaching to drive results.
- Generate performance reports in Excel (pivot tables, VLOOKUPs, dashboards) and present insights to management.
- Collaborate cross-functionally with Marketing and Sales teams for better funnel alignment.
- Deliver presentations on team performance, challenges, and improvement plans.
Must-Have Skills :
Minimum 2 years of presales experience with team handling responsibilities.Strong hands-on experience with Excel (pivot tables, formulas, dashboards).Working knowledge of calling / CRM tools such as Leadsquared, Exotel, Ameyo, etc.Understanding of customer psychology, lead conversion, and funnel management.Excellent team management, leadership, and motivational skills.Strong presentation and communication skills.Goal-oriented with a history of achieving or exceeding targets.Preferred Qualifications :
Bachelors degree (MBA preferred).Industry experience in EdTech, Real Estate, Insurance, or other B2C sectors.Skills Required
VLOOKUP), Customer Behavior Analysis, Presales Management, CRM Tools (Leadsquared, Advanced Excel (Pivot Tables