BDE – EdTech Sales: Roles & Responsibilities

1. Lead Generation

Generate new leads through calls, WhatsApp, email, social media, referrals, and online campaigns.

Work on both inbound and outbound leads.

Identify potential students based on course eligibility and career goals.

Maintain and continuously update the lead database.

2. Student Counselling

Understand the student's education, experience, career goals, and requirements.

Explain courses, curriculum, projects, certifications, duration, fees, and career perks.

Recommend the right course/program based on the student's needs.

Conduct product/course demos or orientation sessions when required.

3. Sales & Conversion

Convert qualified leads into paid enrollments.

Handle objections related to fees, course value, timing, career opportunities, and competition.

Negotiate within approved pricing/discount policies.

Achieve daily, weekly, and monthly enrollment/revenue targets.

4. Follow-ups

Follow up with leads through calls, WhatsApp, email, and other channels.

Maintain a structured follow-up schedule.

Re-engage old, inactive, and lost leads.

Ensure no qualified lead is left unattended.

5. CRM Management

Record every interaction and lead status in the CRM.

Maintain accurate pipeline stages.

Track calls, meetings, follow-ups, payments, and conversions.

Prepare daily/weekly sales reports.

6. Student Relationship Management





Build strong relationships with prospective and enrolled students.

Coordinate with the training/academic team for student queries.

Ensure a smooth transition from lead → counselling → payment → enrollment.

Collect feedback and identify opportunities for upselling or referrals.

7. Market & Competitor Research

Understand competing EdTech courses and their pricing.

Track market trends and student demands.

Share competitor insights with the sales and management team.

Key Performance Indicators (KPIs)

KPI

Typical Target

Daily calls

50–100

Qualified conversations

15–30

Counselling sessions

5–15/day

Follow-ups

30–50/day

Monthly conversions

Based on lead volume

Conversion rate

10–25%+

Revenue target

₹3L–₹10L+/month

CRM updates

100%

Ideal Candidate

Experience: 0–3 years in EdTech/inside sales/B2C sales

Excellent communication and convincing skills

Comfortable making 50+ calls per day

Good English + regional language communication

Target-oriented and persistent

Basic knowledge of CRM, Excel/Google Sheets and WhatsApp

Ability to handle sales objections

Passion for education, technology, and career development

Simple Sales Process

Lead → First Call → Qualification → Counselling → Demo/Orientation → Follow-up → Objection Handling → Payment → Enrollment → Referral

📌 Business Development Executive (BDE) (Bengaluru)
🏢 Indiqsoft Solutions
📍 Bengaluru