Pre-Sales Executive

About the role

We are looking for a proactive and detail-oriented Pre-Sales Executive to strengthen our sales operations. This role is a blend of CRM management, lead generation, data analysis, and sales strategy support. The ideal candidate will play a vital role in building and managing our sales pipeline, especially targeting USA-based product distributors, and enhancing the effectiveness of our outreach efforts.

Key responsibilities

• Manage and maintain CRM systems (preferably Zoho) in line with sales strategies.
• Ensure accuracy and completeness of client data through routine audits and updates.
• Analyze calling data to assess territory success potential.
• Analyze existing client behavior within the CRM, and isolate telecallers accordingly.
• Conduct detailed research to build a database of single-store and multi-store product distributors in the USA.
• Collect and organize information from websites, social platforms, and industry directories.
• Identify relevant key decision-makers (e.g., Purchase Managers) and establish LinkedIn connections for outreach.
• Regularly monitor and evaluate telecaller performance by listening to and analyzing calls.
• Track conversion metrics and provide structured feedback to improve team effectiveness.
• Introduce accountability and performance pressures where needed to ensure goals are met.
• Create structured follow-up tasks and workflows within the CRM.
• Define daily or weekly KPIs for consistent lead follow-up until closure.
• Ensure timely and strategic communication with leads across different stages.
• Organize and deploy gathered data using Google Maps for territory planning and decision-making.
• Enhance visibility of distributor locations and market coverage for strategic targeting.

Required qualifications

• Bachelor's degree in Business Administration, Marketing, or a related field.
• 1-3 years of experience in sales support, CRM management, or data research.
• Freshers with strong analytical and CRM aptitude will also be considered.
• Proficiency or strong interest in CRM tools like Zoho or Salesforce.
• Familiarity with LinkedIn and social media for B2B lead generation.
• Strong analytical, organizational, and communication skills.
• Immediate availability will be preferred.

Preferred skills

• CRM Proficiency: Experience with tools like Zoho or Salesforce for data entry, campaign creation, and workflow management.
• Sales & Strategy Insight: Understanding of sales processes, lead funnels, and market potential estimation.
• Analytical Thinking: Ability to assess call outcomes, monitor performance metrics, and optimize sales approaches.
• Communication: Clear, professional communication for internal coordination and external lead interactions.
• Organization & Task Management: Skilled in maintaining structured workflows and timely follow-ups in the CRM.