24 Sep
|
KatalAiser
|
Chennai
24 Sep
KatalAiser
Chennai
ROLE PURPOSE To lead the Pre-Sales function with end-to-end ownership of the lead-to-site-visit funnel, ensuring effective lead management, customer engagement, conversion, team productivity and CRM discipline. The role will maximise the value of every marketing-generated lead and build a high-performance, process-driven Pre-Sales function.
Key Responsibilities
Lead Management & Conversion
- Own the complete Pre-Sales funnel from lead allocation and first contact through qualification, follow-up and site-visit generation.
- Improve lead contactability, qualification, engagement and site-visit conversion.
- Monitor lead ageing, untouched leads, follow-up gaps and lead leakage and drive corrective action. Team Leadership & Productivity
- Lead, manage and develop the Pre-Sales team against defined productivity and conversion targets.
- Establish daily and weekly standards covering calls, connect rates, follow-ups, qualified leads and site visits.
- Conduct regular performance reviews and targeted coaching.
CRM & Data Governance
- Ensure disciplined usage of Sell.Do / CRM.
- Set standards for lead allocation, data capture, lead status, follow-up scheduling and closure.
- Conduct periodic CRM and data audits and drive CRM-based reporting. MIS & Analytics
- Own the Pre-Sales master tracker, MIS and performance dashboards.
- Track lead volumes, contactability, untouched leads, calls, follow-ups, qualified leads, site visits and conversion ratios.
- Provide actionable insights and drive corrective action. Sales & Marketing Collaboration
- Work closely with Marketing on lead quality, campaign effectiveness and source-wise performance.
- Partner with Sales to ensure smooth handover of qualified leads and effective follow-through after site visits.
- Establish feedback mechanisms to improve lead quality and conversion.
Process Excellence & Customer Experience
- Standardise calling scripts, qualification frameworks, follow-up processes and lead-management SOPs.
- Continuously improve Pre-Sales processes and customer experience.
- Introduce technology, automation and AI-led interventions where relevant.
KEY RESULT AREAS (KRAs)
- Lead-to-Contact Conversion
- Contact-to-Qualified Lead Conversion
- Qualified Lead-to-Site Visit Conversion
- Overall Lead-to-Site Visit Conversion
- Lead Leakage and Lead Ageing
- Untouched / Uncontacted Leads
- Team Productivity – Calls & Follow-ups
- CRM / Sell.Do Data Accuracy and Compliance
- Lead Source and Campaign Performance
- Pre-Sales Team Performance and Target Achievement
- Site-Visit Quality and Sales Handover
- MIS Accuracy and Timeliness
- Customer Engagement and Response Time
IDEAL CANDIDATE PROFILE
- 10–15 years in Pre-Sales, Inside Sales, Tele-sales, Lead Management or Sales Operations.
- Proven experience leading and scaling a target-driven Pre-Sales / Inside Sales team.
- Strong understanding of the real-estate lead funnel, customer journey and conversion metrics.
- Demonstrated track record of improving lead-to-site-visit and overall funnel conversion.
- Strong hands-on CRM experience; Sell.Do exposure preferred.
- Strong analytical ability with experience in MIS, funnel analytics and dashboards.
- Experience establishing processes, SOPs, performance standards and CRM governance.
- Robust stakeholder-management, communication, coaching and people-management skills.
- High ownership, commercial orientation and execution discipline.
Skills: pre-sales,lead management,team management
📌 Pre-sales Head (Chennai)
🏢 KatalAiser
📍 Chennai