Presales Team Lead

Job Title: Pre-Sales Unit Lead

Experience: 47 Years

Location: Bangalore

Employment Type: Full-time

Salary:5-6lpa

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Role Overview

The Pre-Sales Unit Lead will be responsible for leading and enabling the pre-sales team to deliver high-quality customer interactions, ensure accurate lead qualification, and drive effective site visit generation. This role plays a critical part in shaping the early home-buying journey and creating a seamless handover to the sales team while maintaining strong CRM discipline and team productivity.

Key Responsibilities

Team Leadership & Performance

• Lead, mentor, and monitor daily activities of the pre-sales team
• Track performance against defined KRAs and KPIs
• Conduct daily huddles, coaching sessions, and performance reviews
• Foster a collaborative, accountable, and customer-focused team culture

Lead Management & Conversion

• Ensure high-quality lead qualification based on customer requirements
• Oversee accurate sharing of project details, pricing, and availability
• Drive site visit scheduling, confirmations, and conversions
• Reduce site visit no-shows through structured follow-ups

Customer Experience

• Ensure prompt, professional, and respectful engagement with prospective home buyers
• Enable clear understanding of customer needs before scheduling site visits
• Ensure transparent, accurate, and consistent information sharing
• Build customer confidence during early-stage interactions

CRM & Process Excellence

• Maintain CRM hygiene, data accuracy, and timely updates
• Review CRM reports, MIS dashboards, and performance data
• Ensure smooth handover to Sales teams with complete and accurate information

Cross-Functional Collaboration

• Work closely with Sales Advisors and Managers for seamless customer transitions
• Coordinate with CRM and Marketing teams to optimize funnel performance
• Support team members in handling complex customer queries

Tools & Systems

• CRM platforms (Zoho CRM or equivalent)
• Lead management and calling tools
• Performance dashboards and MIS reports
• Project, pricing, and availability documentation

Key Result Areas (KRAs) & KPIs

• Qualified leads percentage
• Leads-to-site visit conversion rate
• Site visits per executive
• First-call turnaround time (TAT)
• CRM data accuracy and hygiene score
• Reduction in site visit no-show percentage

Skills & Attributes

• Strong interpersonal and communication skills
• Proven leadership and coaching ability
• Result-oriented with a process-driven mindset
• High attention to detail and CRM discipline
• Strong analytical and problem-solving skills
• Customer-first, solution-oriented approach

Experience & Background

• 47 years of experience in Pre-Sales, Inside Sales, or Customer Engagement roles
• Prior team leadership or mentoring experience preferred
• Real estate industry exposure is an advantage (not mandatory)
• Strong experience working with CRM-driven sales workflows

Training & Growth

• Structured onboarding and product training
• Continuous coaching focused on communication and buyer engagement
• Clear career progression into senior leadership roles
• People-first culture with ongoing learning and recognition