The Pre-Sales Agent will be responsible for engaging with incoming leads, understanding customer requirements, and converting qualified prospects into demo-ready leads for the sales team. This role focuses on lead qualification, requirement mapping, follow-ups, and coordination to ensure that only quality prospects move forward for demos and closures.
Roles & Responsibilities
- Qualify leads based on business need, interest level, and readiness
- Understand customer pain points and clearly explain product value and use cases
- Convert interested prospects into confirmed demos for the sales team
- Coordinate with the sales/demo team for smooth scheduling and proper handover
- Share accurate product information, pricing overview, and resolve basic queries
- Follow up consistently to move leads towards demo confirmation
- Maintain and update all lead interactions and status in the CRM system
- Track lead movement and ensure timely conversion across the funnel
- Stay updated on product features, pricing,
and competitor positioning
Required Skills & Eligibility
- Strong communication and persuasion skills
- Ability to understand customer requirements and build interest in the product
- Good listening, objection-handling, and follow-up skills
- Basic understanding of pre-sales and sales funnel
- Positive time management and coordination abilities
- Graduate preferred (flexible based on relevant experience)
Preferred Experience
- Experience in pre-sales, inside sales, lead conversion, or customer engagement roles
- Hands-on experience in converting leads into demos or sales opportunities
- Exposure to SaaS / software / service-based products is an added advantage
Why Join Accomation.io
- Work with a fast-growing fintech & SaaS startup
- Be part of a product-driven company solving real accounting and compliance problems
- Direct exposure to sales processes, customer psychology, and product positioning
- Opportuni