Pre Sales executive

The Pre-Sales Agent will be responsible for engaging with incoming leads, understanding customer requirements, and converting qualified prospects into demo-ready leads for the sales team. This role focuses on lead qualification, requirement mapping, follow-ups, and coordination to ensure that only quality prospects move forward for demos and closures.

• Connect with incoming and assigned leads through calls, WhatsApp, and emails

 • Qualify leads based on business need, interest level, and readiness

 • Understand customer pain points and clearly explain product value and use cases

 • Convert interested prospects into confirmed demos for the sales team

 • Coordinate with the sales/demo team for smooth scheduling and proper handover

 • Share accurate product information, pricing overview, and resolve basic queries

 • Follow up consistently to move leads towards demo confirmation

 • Maintain and update all lead interactions and status in the CRM system

 • Track lead movement and ensure timely conversion across the funnel

 • Stay updated on product features, pricing, and competitor positioning

• Strong communication and persuasion skills

 • Ability to understand customer requirements and build interest in the product

 • Good listening, objection-handling, and follow-up skills

 • Basic understanding of pre-sales and sales funnel

 • Comfortable using CRM tools, calling systems, email, and MS Office

 • Good time management and coordination abilities

 • Graduate preferred (flexible based on relevant experience)

• Experience in pre-sales, inside sales, lead conversion, or customer engagement roles

 • Hands-on experience in converting leads into demos or sales opportunities

 • Exposure to SaaS / software / service-based products is an added advantage

• Work with a fast-growing fintech & SaaS startup

 • Be part of a product-driven company solving real accounting and compliance problems

 • Direct exposure to sales processes, customer psychology, and product positioning

 • Opportunity to grow into sales, account management, or leadership roles

 • Young, dynamic, and learning-focused work culture

 • Your performance directly impacts business growth and revenue

• Office-based role

 • Close coordination with sales, demo, and teams

Interested candidates can apply by sharing their updated resume with a brief introduction at

 Shortlisted candidates will be contacted for further discussion and interview rounds.

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