Job Description — Inside Sales & Sales Support

Reports to: Managing Partner

Location: Thane / Mumbai

Experience: 4–6 years, preferably in a CA firm, CS firm, law firm, (Mandatory)

Education: Open — CA/CA-Inter, CS, MBA (Finance/Sales), or equivalent. Prior experience in skilled services strongly preferred over pure sales background.

About The Role

We're looking for an Inside Sales & Sales Support professional to own the front end of our sales process — running first client meetings, handling initial scoping and technical framing, and managing follow-ups through to closure, before handing off to a Partner for deeper technical discussion. This is not a lead-generation role — the focus is on converting and closing opportunities that come to the firm.

What You'll Do

Run first client meetings with SME owners exploring CFO Services, Tax Services, Internal Audit, and related offerings
Understand the prospect's business, size, and pain points; do a preliminary needs assessment before looping in a Partner for technical depth




Handle initial technical framing — explain the firm's approach at a high level, give directional scope and fee estimates, and answer first-level questions confidently
Own follow-ups relentlessly — this is the most critical part of the role. Every lead needs to be tracked, chased, and moved forward with discipline; deals are won and lost on the quality and consistency of follow-through
Manage the deal from first meeting to proposal and closure, working within a typical 25–30 day cycle
Maintain rigorous CRM hygiene in Zoho CRM — every lead, meeting, and follow-up logged and current
Identify and flag cross-sell opportunities within the existing client base
Coordinate with Partners to schedule technical follow-up meetings and hand off context cleanly
Support proposal preparation working alongside the internal proposal/document team

What We're Looking For

4–6 years of experience in sales, client-facing BD, or client success — ideally within a C

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