Role Summary

Responsible for driving ERP (Odoo) B2B sales across mid-market segments by managing full-cycle sales from lead qualification to deal closure while maintaining strict CRM and reporting discipline.

Key Responsibilities

Lead Sources

• Website inquiries
• Bidding Platform (Upwork, Fever)
• LinkedIn
• Social media campaigns
• Webinars
• Odoo events
• Partner referrals
• WhatsApp inquiries
• Community platforms
• Marketplaces and business directories

Ownership

• First response to all inbound leads
• Lead qualification
• Social engagement
• Community nurturing
• Marketing-to-sales conversion

Core Activities – Inbound Lead Management

• Respond to inquiries within SLA
• Qualify leads
• Schedule discovery calls
• Route opportunities to appropriate sales owner when required

Core Activities – Social Selling





• Engage with prospects on LinkedIn
• Monitor comments and messages
• Participate in industry communities
• Nurture dormant prospects

Reporting

• Daily activity updates
• Weekly pipeline review
• Monthly revenue forecast

Account Management

• Follow-up for collections
• Identify upsell opportunities
• Maintain client satisfaction

KPIs

• Monthly Revenue Target
• Qualified Leads Generated
• Proposal Conversion Ratio
• CRM Hygiene Score
• Collection Efficiency

Required Skills

• 2–4 years ERP/SaaS B2B selling
• Robust discovery & objection handling
• Structured documentation skills
• CRM discipline
• Professional communication

📌 ERP Sales Executive (Gandhinagar)
🏢 Caret IT Solutions
📍 Gandhinagar