Position Overview

This is a full-cycle inside sales and lead coordination role.

Most leads are generated through digital marketing campaigns, webinars, website enquiries, referrals, social media, and consultation requests. The selected candidate will be responsible for contacting leads, understanding their requirements, recommending the appropriate Infilysis service, managing follow-ups, booking appointments, and supporting the client until payment and onboarding.

The role also includes LinkedIn prospecting, calendar management, CRM administration, event coordination, and basic operational support.

The ideal candidate should be confident on calls, highly organized, disciplined with follow-ups, comfortable using digital tools, and capable of working in a target-driven remote environment.

Key Responsibilities

1. Lead Management, Qualification and Sales

- Manage inbound leads received through the website, advertisements, webinars, referrals, forms, social media, and other marketing channels.
- Contact leads promptly through calls, WhatsApp, email, LinkedIn, and CRM follow-ups.
- Understand each prospects skilled background, career goals, challenges, budget, timeline, and service requirements.
- Qualify prospects based on their suitability, readiness, expectations, and decision-making ability.
- Recommend and pitch the most appropriate Infilysis service or coaching program based on the client’s actual requirements.
- Explain the company’s services, coaching process, pricing, payment structure, deliverables, and value proposition clearly.
- Conduct initial consultations and sales conversations independently when required.
- Handle objections related to pricing, timing, service scope, trust, and expected outcomes.
- Build credibility and guide prospects toward an informed purchasing decision.
- Convert qualified prospects into paid clients while maintaining a professional and ethical sales approach.
- Work toward individual and team-level sales, booking, conversion, and revenue targets.

2. LinkedIn Prospecting and Outbound Outreach

- Identify and connect with relevant prospects using LinkedIn and other professional platforms.
- Use regular LinkedIn, LinkedIn Premium, LinkedIn Sales Navigator, LinkedIn Recruiter, or similar tools depending on business requirements.
- Search for potential clients based on location, education, employment status, profession, industry, career challenges, and other relevant criteria.
- Send personalized connection requests, introductory messages, follow-ups, and event invitations.
- Build targeted prospect lists for webinars, free resume reviews, coaching sessions, and promotional campaigns.
- Maintain accurate records of LinkedIn outreach, responses, follow-ups, and conversion status.
- Avoid generic or spam-based outreach and focus on relevant, professional, and personalized communication.
- Support the company in developing a consistent and credible LinkedIn outreach process.

3. Appointment Setting and Calendar Management

- Work as an appointment setter for free resume reviews, consultation calls, coaching meetings, webinars, and other business events.
- Schedule qualified appointments with the coach or relevant team members.
- Manage the coach’s calendar, appointment availability, rescheduling, cancellations, and meeting confirmations.
- Ensure appointments are booked in the correct time zone and under the appropriate meeting category.
- Send meeting links, reminders, registration instructions, and preparation requirements to clients.
- Confirm attendance before meetings and follow up with prospects who miss or reschedule appointments.




- Maintain accurate booking records and avoid duplicate, incorrect, or incomplete appointments.
- Coordinate with the internal team to ensure the coach has all relevant prospect information before each meeting.

4. Lead Organization, CRM and Documentation

- Maintain complete and accurate information for every prospect in the CRM.
- Update lead stages, source, contact information, background, requirements, objections, follow-up dates, meeting status, and sales outcome.
- Categorize leads as new, contacted, qualified, booked, attended, follow-up required, interested, converted, not interested, or inactive.
- Maintain organized sales pipelines and ensure no active lead is missed.
- Document all calls, WhatsApp conversations, emails, LinkedIn interactions, and meetings.
- Create and maintain daily follow-up lists and priority lead lists.
- Keep digital folders, lead documents, resumes, agreements, and client records properly organized.
- Ensure client information is stored securely and handled professionally.
- Maintain accurate records in CRM systems, Microsoft Excel, Google Sheets, or other internal tools.

5. Follow-Up and Relationship Management

- Maintain regular and structured follow-ups until the prospect converts or clearly declines.
- Follow up with prospects for resume submission, meeting attendance, webinar registration, consultation booking, agreement completion, payment, and onboarding.
- Re-engage older or inactive leads through relevant messages, workshops, webinars, or service updates.
- Build trust through timely, respectful, and informative communication.
- Ensure every prospect receives a consistent and professional customer experience.
- Coordinate with the operations team once a client is converted and support a smooth handover.
- Maintain relationships with prospects who may not be immediately ready but may convert in the future.

6. Webinar and Event Coordination

- Support the planning and coordination of webinars, workshops, free resume review sessions, live consultations, and promotional events.
- Follow up with registered participants to improve attendance.
- Share registration forms, joining links, event instructions, timing, and technical requirements.
- Ensure participant records, resumes, contact details, and registration information are organized before the event.
- Verify meeting or webinar links, registration settings, approval settings, calendar invitations, and reminder messages in advance.
- Assist participants who experience basic joining, registration, email, Zoom, Microsoft Teams, or access-related issues.
- Work as a moderator during webinars or group sessions when required.
- Manage participant entry, chat messages, questions, links, announcements, and session instructions.
- Share relevant links, forms, resources, and follow-up information during ongoing sessions.
- Coordinate with the speaker or coach and ensure the session runs smoothly.
- Maintain attendance records and complete post-event follow-ups with attendees and absentees.
- Organize webinar recordings, participant lists, questions, feedback, and follow-up folders.

7. Reporting and Performance Tracking

- Prepare daily sales activity logs covering calls, messages, LinkedIn outreach, appointments,



follow-ups, consultations, and conversions.
- Maintain daily, weekly, and monthly reports on lead movement and pipeline performance.
- Track important KPIs such as:

- Leads contacted

- Response rate

- Qualified leads

- Appointments booked

- Attendance rate

- Consultation completion
- Follow-ups completed

- Conversion rate

- Revenue contribution

- LinkedIn outreach performance

- Webinar registrations and attendance
- Share clear updates with management regarding hot leads, objections, pending decisions, and conversion opportunities.
- Identify recurring lead concerns and provide feedback to the marketing and operations teams.
- Take complete ownership of the assigned pipeline and follow-up schedule.

Required Skills

- Inside Sales
- Business Development
- Appointment Setting
- Lead Qualification
- Consultative Selling
- Objection Handling
- Customer Relationship Management
- LinkedIn Prospecting
- LinkedIn Sales Navigator
- Lead Generation
- CRM Management
- Pipeline Management
- Calendar Management
- Webinar Coordination
- Customer Service
- Strong Follow-Up Skills
- Negotiation and Persuasion
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Zoom
- Reporting and Documentation
- Time Management
- Written and Verbal Communication

Qualifications

- Bachelor’s degree in any discipline.
- Minimum 3–5 years of experience in inside sales, business development, admissions counselling, education services, EdTech, career coaching, recruitment services, professional services, or consultative sales.
- Excellent spoken and written English communication.
- Strong interpersonal, presentation, persuasion, and listening skills.
- Good practical knowledge of Microsoft Excel, Outlook, Teams, and calendar management.
- Experience using CRM platforms and maintaining detailed sales records.
- Ability to use LinkedIn for prospecting, networking, and lead generation.
- Ability to manage multiple leads, appointments, follow-ups, and tasks simultaneously.
- Comfortable working in a fast-paced, structured, and target-driven environment.

Preferred Experience Preference will be given to candidates with experience in:

- Career Coaching
- Education or EdTech
- Immigration or Study-Abroad Consulting
- Recruitment or Staffing Services
- Admissions Counselling
- Professional Services
- High-Value Consultative Sales
- Webinar-Based Lead Conversion
- LinkedIn Prospecting
- CRM-Based Sales Operations

Technical Requirements

- Applicants must currently reside in India.
- Ahmedabad or Gujarat-based candidates will be preferred.
- Personal laptop or desktop is mandatory.
- Reliable high-speed internet connection.
- Functional webcam and noise-free headset.
- Quiet and professional remote working environment.
- Ability to attend online meetings and work during scheduled business hours.

Ideal Candidate Profile We are looking for someone who:

- Is confident, persuasive, and customer-focused.
- Can understand a client’s actual needs before pitching a service.
- Is disciplined and persistent with follow-ups.
- Is highly organized and accurate with documentation.
- Can manage calendars, appointments, CRM records, and lead pipelines independently.
- Is comfortable speaking with prospects through calls, WhatsApp, email, and LinkedIn.
- Can support webinars and online consultation sessions professionally.
- Takes ownership of targets and daily responsibilities.
- Is proactive, reliable, self-motivated, and comfortable working remotely.
- Can balance sales execution, customer experience, and administrative coordination.

📌 Sales Representative (Ahmedabad)
🏢 Infilysis
📍 Ahmedabad