Pre-Sales Field Executive (B2B SaaS)

Location : Gurugram

Job Type : Full-time (Field + Office) Salary : ₹25,000 - ₹30,000 (Fixed) + Incentives Working Days : Monday to Friday (Alternate Saturdays Working) Joining : Immediate

Role Overview

We are looking for a Pre-Sales Field Executive who will play a key role in converting leads into customers. This is a field-intensive role , involving regular client visits, meeting coordination, and on-ground onboarding support.

You will be responsible for managing leads from the first interaction to successful account activation, ensuring a smooth customer experience.

Key Responsibilities Lead Qualification & Pre-Sales

- Understand customer requirements and qualify leads effectively
- Explain product offerings based on client needs

Field Work & Meeting Coordination (Major Role)

- Schedule demos and meetings with decision-makers

- Conduct regular field visits to client locations :

- Support and accompany sales team during on-ground meetings :

- Ensure meeting confirmations, follow-ups, and rescheduling

Onboarding & Client Support

- Assist in onboarding new clients post-sale
- Help with dashboard/app setup and initial configuration
- Train clients and their teams on key features and usage
- Provide on-ground support for 1-2 weeks to ensure smooth adoption

CRM & Coordination

- Maintain accurate records of leads, follow-ups,



and next steps in CRM
- Coordinate with internal teams for smooth handover
- Handle basic objections and keep leads engaged

Key Performance Indicators (KPIs)

- Number of qualified leads handled
- Meeting/demo scheduling and conversion rate
- Field visit productivity
- Response time and follow-up consistency
- Account activation and onboarding success rate
- Early-stage client engagement and issue resolution

Requirements :

- 0-1 year of experience in Pre-Sales / Inside Sales / Field Sales / Telecalling / Customer Onboarding

- Strong communication skills in English and Hindi

- Comfortable with frequent field visits and client interaction :

- Ability to manage high-volume calling and follow-ups

- Organized and consistent with CRM updates

- Ability to explain product features to non-technical users

- Must own a two-wheeler and valid driving license

What We Offer

- Competitive fixed salary with performance-based incentives

- Exposure to field sales and client handling :

- Learning and growth opportunities in a fast-paced setting

Job Types : Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

Application Question(s):

- Do you have hands-on experience with field work and client visits?

Language :

- English (required)

Work Location: In person

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