Team Leader - CRM, Estimates & Sales Conversion

Role Overview

We invite an experienced professional to assume the position of Team Leader responsible for CRM administration, managing estimates, and enhancing sales conversion within our organization located in Delhi-NCR. This is a pivotal full-time role requiring close collaboration with leadership and the sales/conversion team to ensure streamlined data handling and coordination, preventing any loss of inquiries or follow-ups.

Key Duties

• Administer and update the company's Zoho CRM daily, ensuring all customer interactions, inquiries, and estimates are meticulously recorded.
• Oversee CRM adherence by the sales team and address any process compliance issues.
• Continuously refine CRM workflows and data organization to optimize sales operations.
• Conduct frequent data cleansing initiatives to eliminate duplicates and inaccuracies, maintaining precise lead and inquiry categorization.
• Manage the end-to-end estimate generation process, ensuring timeliness, accuracy, and clear next steps on every active estimate.
• Collaborate closely with the sales conversion team daily, supplying current data, prioritizing high-value prospects, and facilitating smooth transitions from inquiries to conversion.
• Monitor and analyze team sales activity, conversion rates, and report on pending and stalled opportunities with escalation as necessary.
• Generate detailed sales and CRM reports, covering new inquiries, estimate statuses, follow-ups, conversions, and lost deals to support management decision-making.
• Lead and train team members on CRM best practices, workflow adherence, and process discipline, ensuring completion of day-to-day tasks and resolving operational challenges.

Candidate Profile

• Exemplary organizational and process management skills with a strong emphasis on data accuracy.
• Proficiency in Zoho CRM and spreadsheet tools such as Excel or Google Sheets.
• Effective communication skills for liaising with sales teams and management.
• Well-versed in sales metrics and target-driven environments, with the ability to self-identify issues and implement corrective measures.
• Experience in leadership roles related to sales operations, CRM management, or inside sales is highly preferred.
• Background in B2B sales involving industrial or technical products is advantageous.

Onboarding and Training

The selected candidate will undergo an intensive one-month training with the Founder covering all aspects of sales processes, CRM workflows, data management, estimate handling, follow-up systems, conversion workflows, and sales reporting mechanisms. Successful completion would lead to full assumption of responsibilities and compensation.

Compensation and Incentives

• Monthly salary between ₹40,000 and ₹50,000.
• Performance-based incentives up to ₹30,000 monthly tied to key performance indicators such as team sales results, conversion rates, data integrity, turnaround times, and follow-up effectiveness.

Career Growth

This role opens avenues for advancement into senior positions overseeing sales operations, CRM strategy, team leadership, and revenue management.