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
Positive listening, objection-handling, and follow-up skills
Basic understanding of pre-sales and sales funnel
Positive time management and coordination abilities
Graduate preferred (versatile 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