1. Academic Subject-Matter Understanding (Core Skill Requirement)

- Must have a good working understanding of academic work/assignment structures (subjects, types of assignments, formatting styles, common academic requirements, etc.).

- This knowledge should be strong enough to consult clients directly on the call — understand what the client actually needs, ask the right clarifying questions, and guide them, rather than just noting requirements passively.

- Should be able to identify the right category/type of service the client needs and set correct expectations on the call itself.

- Ongoing training/updates will be provided, but base ability to grasp academic requirements confidently is expected from day one.

1. CRM &
- Tools Proficiency

- Working knowledge of CRM platforms — logging leads, updating call statuses, tracking follow-ups, and maintaining accurate client records.

- Comfortable learning the company's specific CRM tool quickly if not already familiar with it.

- Expected to keep CRM data updated in real time (not in batches at day-end), so reporting stays accurate.

1. AI Proficiency &
- Initiative

- Comfortable using AI tools to optimize daily work — e.g., drafting/refining client emails faster, researching leads, summarizing requirements, or improving call scripts.

- Expected to proactively bring recent ideas/initiatives to improve personal or team workflow, not just follow existing process passively.

- Preference given to candidates who show a habit of self-improving their own efficiency using available tools/technology.

1. Lead Generation (Self-Sourced)

- Not limited to company-provided leads/database — expected to actively build your own pipeline.

- Reach out on multiple social media platforms (LinkedIn, Instagram, Facebook groups, relevant forums, etc.)



to identify and connect with potential clients.

- Re-engage old/converted clients periodically to check for repeat business or referrals.

- Actively ask converted clients for references to new leads, and follow up on those references.

- Maintain a running log of self-sourced leads separate from company-assigned leads, for tracking and credit purposes.

1. Sales &
- Revenue Generation (Primary KRA)

- Make 150–180 outbound calls per day (includes both company-provided and self-sourced leads).

- Maintain a minimum daily conversion rate of 1–2%.

- Track and report daily call counts, lead sources, and conversions to your reporting manager.

1. Client Onboarding

- Once a client is converted, immediately create a dedicated WhatsApp group for that client.

- Add the assigned Account Manager to the group and formally introduce them to the client.

- Ensure the handoff is smooth — the client should know exactly who to contact going forward.

1. Requirement Documentation (Assignment/Requirement Mail)

- Collect the client's complete requirements during or right after the sales call.

- Draft a formal requirement email following the company's standard format (SOP/template shared during onboarding).

- The email must accurately capture all details the client shared, since this becomes the basis for work delivery.

- Send this mail to the relevant internal team (and CC the client/account manager, as per process) before work begins.

1. Payment Follow-up &
- Reconciliation

- Ensure payment is collected from the client as per agreed terms.

- Confirm that the payment has actually been credited/reflected in the company's bank account.

- Follow up proactively on any pending or delayed payments.

Pay: ₹180,000.00 - ₹240,000.00 per year

Work Location: Hybrid remote in Jaipur, Rajasthan

📌 Sales Executive (Client Acquisition & Account Support) (Jaipur)
🏢 Surgeped
📍 Jaipur