The Responsibilities

1. Own the Qualified Lead Funnel

- Take complete ownership of all qualified leads from the moment they are handed over by Telecalling until they are either converted or formally closed.

- Ensure: No qualified lead is lost.

- Every lead has a defined next action.

- Lead ageing remains within SLA.

- High-priority opportunities are acted upon immediately.

- Lead disposition is accurately captured in CRM.

2.

Drive Daily Sales

Planning

- Lead the planning and execution of daily field sales schedules.

- Allocate leads based on geography, urgency, and sales capacity.

- Optimize travel routes and meeting clusters.

- Balance workload across sales executives.

- Plan high-productivity daily calendars.

- Dynamically adjust schedules for cancellations or urgent opportunities.

- Enable every Sales Executive to spend maximum time selling rather than planning.

3.

Maximize Sales

Productivity

- Continuously monitor field execution and identify opportunities to improve efficiency.

- Own metrics such as: Meetings planned Meetings completed Travel efficiency Idle time
- utilization Lead-to-meeting ratio Meeting-to-booking ratio

- Drive corrective actions wherever productivity gaps exist.

4.

Ensure Outstanding Appointment

Management

- Build a highly reliable customer appointment process by ensuring: Appointment confirmation Reminder calls/messages Rescheduling when required

- Timely customer communication

- Sales Executive readiness before every meeting

- Aim to significantly reduce customer no-shows and failed visits.

5. Lead

- Act as the single operational interface between: Marketing Telecalling Field Sales Operations

- Support

- Ensure seamless communication, rapid issue resolution, and uninterrupted lead flow.

6.

Establish Operational

Excellence

- Develop and continuously improve standard operating procedures (SOPs) for: Lead allocation Scheduling Follow-ups Escalation handling

- CRM updates Appointment confirmations Customer communication

- Drive consistency, transparency,



and scalability across the sales funnel.

7. Build a Data-Driven Operating Rhythm

- Design and manage dashboards to monitor:

- Lead ageing Lead backlog Appointment adherence

- Sales Executive utilization
- rates

- Present daily and weekly performance reviews with actionable insights.

- Lead a team of four executives by:

- Setting daily targets

- Conducting performance reviews

- Monitoring quality

- Providing coaching

- Driving accountability

- Building a high-performance culture
- The role will be measured on its ability to deliver measurable business outcomes, including:

- 95%+ qualified leads scheduled within defined SLA.

- Reduction in lead ageing and lead leakage.

- Higher meetings completed per Sales Executive per day.

- Improved field force utilization.

- Reduced customer no-show rates.

- Increased

- Improved customer satisfaction during the scheduling journey.

- Accurate CRM hygiene and reporting.

- Managing

- Team Reduction

Requirements

- Capacity planning

- Workforce scheduling

- Field force optimization

- Sales process management

- Pipeline management

- Analytical & Decision-Making

- Solid analytical ability

- Data interpretation

- Root cause analysis

- KPI management

- Forecasting

- Process improvement

- Leadership

- Team

- Coaching

- Performance management

- Stakeholder management

- Conflict resolution

- Service mindset

- Relationship management

- CRM platforms (Salesforce, LeadSquared, Zoho, Freshsales, etc.)

- Advanced Microsoft Excel

- Google Sheets

- Power BI / Tableau (preferred)

- Route planning and scheduling tools (preferred)

- well-versed with CRM software - Excel, google communication, collaboration, interpersonal skills
- sheets - presentation skills - Tele-calling
- team management experience

Primary Skills:

- 6 -10 Years Exp

- Location Pune Baner

- 6 days WFO ( 2 Saturday working)

- The person also manages a small Bridge Team, plans field-sales schedules, tracks leads in CRM, reduces missed appointments/leakage, and monitors conversion/productivity numbers.

📌 Manager - Lead Management (Pune)
🏢 Peoplefy Infosolutions
📍 Pune