Role Summary

Responsible for driving ERP (Odoo) B2B sales across mid-market segments by managing full-cycle sales from lead qualification to deal closure while maintaining strict CRM and reporting discipline.

Key Responsibilities

Lead Sources

- Website inquiries
- Bidding Platform (Upwork, Fever)
- LinkedIn
- Social media campaigns
- Webinars
- Odoo events
- Partner referrals
- WhatsApp inquiries
- Community platforms
- Marketplaces and business directories

Ownership

- First response to all inbound leads
- Lead qualification
- Social engagement
- Community nurturing
- Marketing-to-sales conversion

Core Activities – Inbound Lead Management

- Respond to inquiries within SLA
- Qualify leads
- Schedule discovery calls
- Route opportunities to appropriate sales owner when required

Core Activities – Social Selling





- Engage with prospects on LinkedIn
- Monitor comments and messages
- Participate in industry communities
- Nurture dormant prospects

Reporting

- Daily activity updates
- Weekly pipeline review
- Monthly revenue forecast

Account Management

- Follow-up for collections
- Identify upsell opportunities
- Maintain client satisfaction

KPIs

- Monthly Revenue Target
- Qualified Leads Generated
- Proposal Conversion Ratio
- CRM Hygiene Score
- Collection Efficiency

Required Skills

- 2–4 years ERP/SaaS B2B selling
- Strong discovery & objection handling
- Structured documentation skills
- CRM discipline
- Skilled communication

📌 ERP Sales Executive (Gandhinagar)
🏢 Caret IT Solutions
📍 Gandhinagar