Team Lead-Presales

3 - 5 years

3 - 10 Lacs

Bengaluru / Bangalore Karnataka India

Posted:2 months ago| Platform: Foundit logo

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Skills Required

VLOOKUP) Customer Behavior Analysis Presales Management CRM Tools (Leadsquared Advanced Excel (Pivot Tables

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities: Lead, mentor, and manage a team of presales executives/senior executives to meet lead qualification and conversion goals. Monitor daily performance and optimize productivity using data dashboards and CRM platforms. Utilize calling tools for lead management and effective customer engagement. Analyze customer behavior to refine engagement scripts and targeting strategies. Motivate the team with goal-setting, performance tracking, and coaching to drive results. Generate performance reports in Excel (pivot tables, VLOOKUPs, dashboards) and present insights to management. Collaborate cross-functionally with Marketing and Sales teams for better funnel alignment. Deliver presentations on team performance, challenges, and improvement plans. Must-Have Skills: Minimum 2 years of presales experience with team handling responsibilities. Strong hands-on experience with Excel (pivot tables, formulas, dashboards). Working knowledge of calling/CRM tools such as Leadsquared, Exotel, Ameyo, etc. Understanding of customer psychology, lead conversion, and funnel management. Excellent team management, leadership, and motivational skills. Strong presentation and communication skills. Goal-oriented with a history of achieving or exceeding targets. Preferred Qualifications: Bachelors degree (MBA preferred). Industry experience in EdTech, Real Estate, Insurance, or other B2C sectors.

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