Created date: 2025-07-04
Valid upto: 2025-09-05
Job Summary:
The Pre-Qualifying Executive is responsible for efficiently managing and qualifying all incoming leads within a 24-hour timeframe. The role involves conducting initial discovery through calls or emails, assessing key lead criteria (budget, need, urgency, and authority), and updating the Customer Relationship Management (CRM) system with detailed notes and lead scores to ensure smooth handoff to the sales team.
Key Responsibilities:
Lead Management: Respond to all incoming leads within 24 hours to ensure timely engagement.
Discovery Process: Conduct quick discovery calls or send emails to gather essential information about the lead’s requirements and qualifications.
Lead Assessment: Evaluate leads based on four key criteria:
Budget: Determine the lead’s financial capacity to proceed.
Need: Identify the lead’s specific requirements or pain points.
Urgency: Assess the timeline or urgency of the lead’s needs.
Authority: Confirm the lead’s decision-making authority or influence.
CRM Updates: Accurately document all interactions, findings, and relevant details in the CRM system.
Lead Scoring: Assign a qualification score to each lead based on the assessment to prioritize follow-up by the sales team.
Collaboration: Coordinate with the sales team to ensure qualified leads are seamlessly transitioned for further engagement.
Bachelor degree
Qualifications and Skills:
Experience: Prior experience in lead generation, sales support, or customer service preferred.
Communication: Strong verbal and written communication skills for effective discovery and follow-up.
Analytical Skills: Ability to assess and prioritize leads based on defined criteria.
Technical Proficiency: Familiarity with CRM software (e.g., Salesforce, HubSpot) for tracking and updating lead information.
Time Management: Ability to handle high lead volumes and meet the 24-hour response deadline.
Attention to Detail: Ensure accurate and thorough documentation in the CRM system.
Performance Metrics:
Timeliness of lead response (within 24 hours).
Accuracy and completeness of CRM updates.
Lead qualification rate and quality of lead scoring.
Collaboration effectiveness with the sales team.
Work Environment:
Fast-paced, dynamic environment requiring multitasking and prioritization.
May involve phone-based or email-based interactions with leads across various industries.
Reporting Structure:
Reports to the Sales Manager or Lead Qualification Team Lead.