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Pre-sales Head

Job Description - Pre-sales Head

ROLE PURPOSE


To lead the Pre-Sales function with end-to-end ownership of the lead-to-site-visit funnel, ensuring effective lead management, customer engagement, conversion, team productivity and CRM discipline. The role will maximise the value of every marketing-generated lead and build a high-performance, process-driven Pre-Sales function.


 KEY RESPONSIBILITIES


Lead Management & Conversion


 • Own the complete Pre-Sales funnel from lead allocation and first contact through qualification, follow-up and site-visit generation.


• Improve lead contactability, qualification, engagement and site-visit conversion.


• Monitor lead ageing, untouched leads, follow-up gaps and lead leakage and drive corrective action. Team Leadership & Productivity 


• Lead, manage and develop the Pre-Sales team against defined productivity and conversion targets.


• Establish daily and weekly standards covering calls, connect rates, follow-ups, qualified leads and site visits.


• Conduct regular performance reviews and targeted coaching.


CRM & Data Governance


• Ensure disciplined usage of Sell.Do / CRM.


 • Set standards for lead allocation, data capture, lead status, follow-up scheduling and closure.


• Conduct periodic CRM and data audits and drive CRM-based reporting. MIS & Analytics


• Own the Pre-Sales master tracker, MIS and performance dashboards. • Track lead volumes, contactability, untouched leads, calls, follow-ups, qualified leads, site visits and conversion ratios.


• Provide actionable insights and drive corrective action. Sales & Marketing Collaboration


• Work closely with Marketing on lead quality, campaign effectiveness and source-wise performance.


 • Partner with Sales to ensure smooth handover of qualified leads and effective follow-through after site visits.


• Establish feedback mechanisms to improve lead quality and conversion.


Process Excellence & Customer Experience


• Standardise calling scripts, qualification frameworks, follow-up processes and lead-management SOPs.


• Continuously improve Pre-Sales processes and customer experience.


• Introduce technology, automation and AI-led interventions where relevant.


KEY RESULT AREAS (KRAs)


• Lead-to-Contact Conversion


 • Contact-to-Qualified Lead Conversion


• Qualified Lead-to-Site Visit Conversion • Overall Lead-to-Site Visit Conversion


• Lead Leakage and Lead Ageing


• Untouched / Uncontacted Leads


• Team Productivity – Calls & Follow-ups


• CRM / Sell.Do Data Accuracy and Compliance


 • Lead Source and Campaign Performance


• Pre-Sales Team Performance and Target Achievement


• Site-Visit Quality and Sales Handover


• MIS Accuracy and Timeliness


• Customer Engagement and Response Time


 IDEAL CANDIDATE PROFILE


• 10–15 years in Pre-Sales, Inside Sales, Tele-sales, Lead Management or Sales Operations. 


• Proven experience leading and scaling a target-driven Pre-Sales / Inside Sales team. • Strong understanding of the real-estate lead funnel, customer journey and conversion metrics.


• Demonstrated track record of improving lead-to-site-visit and overall funnel conversion.


• Strong hands-on CRM experience; Sell.Do exposure preferred.


• Strong analytical ability with experience in MIS, funnel analytics and dashboards.


 • Experience establishing processes, SOPs, performance standards and CRM governance.


 • Strong stakeholder-management, communication, coaching and people-management skills.


• High ownership, commercial orientation and execution discipline.

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