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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