Job description
Job Title: Pre-Sales & Sales Admin Coordinator
Reporting to: CRM Head
Role Purpose: To act as the bridge between incoming leads and sales execution, ensuring timely lead capture, first response to the lead and allocation to sales team for site-visits, and follow-up until closure, while also maintaining accurate documentation, booking records, and sales MIS. The role combines customer-facing discipline (pre-sales/ IVR) with backend support (sales administration) to ensure the Sales function is both responsive and compliant.
RESPONSIBILITIES
1. Pre-Sales (Lead Management & IVR SPOC)
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.
Tele calling experience
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)
% of leads logged in 4QT within SLA (target: 100%).
Lead follow-up TAT and conversion ratios (lead site visit, lead booking).
% of complete and error-free booking documents.
Accuracy and timeliness of weekly Sales MIS.
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.
Pay: ₹10,020.02 - ₹40,528.45 per month
Benefits:
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
Work Location: In person
