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UpMan Placements Private Limited
Pre‑Sales Team Lead
UpMan Placements Private Limited · posted 8 months ago
Gurugrampre-sales
About the role
- 3. Team Lead – Presales (Gurgaon)
- Responsibilities:
- Lead generation
- Presales support
- Existing client management
- Repeat business & referrals
- Event participation
- Alliances
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Team Size: ~70 members
Role Overview -
The Pre‑Sales Team Lead will manage and mentor the pre‑sales calling team responsible for handling inquiries, nurturing prospects, and driving qualified site visits for the sales team. This role focuses on achieving lead conversion targets, ensuring CRM hygiene, and improving the overall effectiveness of pre‑sales operations.
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Key Responsibilities
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1. Lead Handling & Conversion
- Manage the end‑to‑end lead cycle from first call to site visit scheduling.
- Ensure timely follow‑ups, lead nurturing, and adherence to calling SLAs.
- Track and improve lead‑to‑site‑visit and site‑visit‑to‑booking ratios.
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2. Team Management
- Lead, train, and motivate a team of pre‑sales executives.
- Conduct call quality checks, provide coaching, and run performance reviews.
- Allocate leads fairly and monitor daily productivity metrics.
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3. CRM & Reporting
- Ensure accurate and updated lead status in CRM tools (e.g., Leadsquare, Salesforce, NoBrokerHood).
- Generate daily, weekly, and monthly reports on conversions, lead quality, and team performance.
- Share insights with sales and marketing teams for lead source optimization.
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4. Customer Interaction
- Handle escalated or high‑value leads personally to maximize conversion chances.
- Provide accurate project details, pricing, USPs, and address customer queries.
- Coordinate with sales for smooth handover and seamless customer experience.
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5. Cross‑Functional Collaboration
- Work closely with marketing to provide feedback on lead quality and campaign ROI.
- Support the sales team with pre‑qualified, well‑informed prospects.
- Align on targets, project updates, and promotional strategies.
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Required Skills & Competencies
- Strong communication and persuasive skills
- Team handling and coaching capability
- Good understanding of real estate projects, markets & customer psychology
- Proficiency in CRM tools and MS Excel
- Target‑oriented and data‑driven mindset
- Problem‑solving and objection-handling skills
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Key Performance Indicators (KPIs)
- Lead-to-Site Visit Conversion %
- Site Visit Attendance %
- Call Quality & Productivity Scores
- CRM Data Accuracy & Hygiene
- Team Performance & Target Achievement