Pre-Sales & Sales Admin Coordinator

Job Title:

Reporting to:

Role Purpose:

RESPONSIBILITIES

• Attend and qualify all incoming IVR calls and campaign-generated leads.
• Capture and allocate leads into 4QT system daily, ensuring no lead remains unattended.
• Track and escalate leads not followed up within SLA.
• Generate weekly funnel reports (lead site visit, booking).
• Provide feedback to Marketing on lead quality trends.

2. Sales Administration (Documentation & Coordination)

• Validate booking application forms for completeness (KYC, signatures, payment plans).
• Maintain and digitize a repository of all sales-related documents.
• Coordinate with CRM and Finance to align on payment plans, deal approvals, and booking entries.
• Standardize sales templates (application forms, payment plans, approval sheets).
• Prepare weekly MIS reports for Sales leadership (pipeline, approvals, deviations).

Any other support required by the Senior Management from time to time.

Key Skills & Competencies

• Excellent communication (customer-facing IVR + coordination with internal teams).
• Strong attention to detail and documentation accuracy.
• Familiarity with CRM/ERP systems (preferably 4QT).
• Analytical mindset for MIS and funnel reporting.
• Ability to multitask between customer interaction and backend admin responsibilities.

Performance Metrics (KRA/KPI)

1. % of leads logged in 4QT within SLA (target: 100%).
2. Lead follow-up TAT and conversion ratios (lead site visit, lead booking).
3. % of complete and error-free booking documents.
4. Accuracy and timeliness of weekly Sales MIS.
5. Zero cases of unallocated or undocumented leads/bookings.

Qualifications & Experience

• Graduate (any discipline).
• 2-4 years experience in pre-sales/tele-calling and/or sales admin support (real estate/BFSI/education preferred).
• Prior exposure to CRM tools and MS Office essential.

BENEFITS

• Competitive salary and performance-based bonuses.
• Health insurance coverage.
• Professional development opportunities
• Dynamic work environment with opportunities for career growth and advancement.

ABOUT RGR