Presales & CRM

Pre-Sales & CRM

Sales Operations · Salesforce · Lead Conversion

📍 Location: Gurgaon / Hybrid

🏢 Department: Sales Operations

📊 Reports To: CEO / Sales Head

⏳ Experience: 1 –4 Years

💼 Industry: Cosmetics / B2B Manufacturing

🛠 Must-Have: Salesforce CRM (hands-on)

About Bo International

Bo International is a fast-growing cosmetic contract manufacturer based in Gurgaon, serving private label and white-label clients across India and international markets. We work with D2C brands, established FMCG companies, and international importers — helping them build world-class skincare, haircare, and personal care products at scale.

We are scaling aggressively, and this role sits at the heart of our revenue engine — ensuring no lead is wasted, every inquiry is followed up, and our pre-sales and sales teams are running at peak efficiency.

The Role

We are looking for a sharp, execution-obsessed Pre-Sales & CRM Executive to own our lead pipeline from inquiry to qualified handoff — and ensure our sales team is closing those leads effectively. You will manage our pre-sales team, enforce Salesforce discipline across the sales organisation, and be the single owner of lead conversion metrics.

This is not a strategic or advisory role. This is a roll-up-your-sleeves, data-driven execution role. If you love CRM hygiene, pipeline visibility, and coaching teams to convert better — this is your job.

What You Will Own

Pre-Sales Management

• Own the daily performance of the pre-sales (lead qualification) team — call logs, response times, qualification rate
• Set daily and weekly targets for each pre-sales executive; review against actuals every morning
• Ensure every inbound lead (Indiamart, website, WhatsApp, cold outreach) is contacted within 2 hours
• Build and enforce a qualification script so only serious, well-briefed leads reach the sales team
• Listen to calls and review chat transcripts regularly; give specific coaching feedback to the team

Salesforce CRM Ownership

• Own Salesforce as the single source of truth for all leads, opportunities, and follow-ups
• Audit Salesforce daily — ensure pre-sales and sales team update every interaction, status change, and next action on the same day
• Build and maintain dashboards that give leadership real-time visibility on pipeline health, lead stage, and conversion rates
• Define Salesforce workflows, fields, and stages; train team members who are not using it correctly
• Identify leads that have gone cold or missed follow-up; flag and revive them immediately

Sales Team Accountability

• Hold the sales (BD) team accountable for Salesforce updates post-handoff — every meeting, proposal, and status must be logged
• Track qualified-to-closure conversion rates by rep; identify patterns where leads are dropping off
• Run a weekly pipeline review meeting with pre-sales + sales together — flag stuck deals, escalate where needed
• Work closely with the sales head to ensure pre-sales quality matches what closers actually need

Reporting & Insights

• Produce a weekly lead conversion report for the CEO covering: leads received, qualified, progressed, closed, and lost with reasons
• Track lead source ROI — which channels (Indiamart, cold call, export outreach, referrals) produce the best conversion
• Maintain a lost-lead tracker and run monthly revival campaigns on unconverted but qualified opportunities

Must-Have Experience

• 2to 5 years of experience in sales operations, inside sales management, or pre-sales management in a B2B environment
• Hands-on Salesforce CRM experience — you must be able to build reports, dashboards, and workflows yourself, not just use it casually
• Experience managing a team of 3–10 people in a targets-driven environment
• Strong understanding of a full B2B sales funnel: inquiry → qualification → proposal → negotiation → closure
• Background in manufacturing, cosmetics, FMCG, ingredients, or related industries is strongly preferred
• Demonstrated track record of improving lead conversion rates — bring numbers from your last role

Skills & Attributes We Are Looking For

• Data obsessed — you live in dashboards and are uncomfortable when numbers are not updated
• Process builder — you see gaps and immediately write SOPs to fix them
• Team coach, not just manager — you can identify why a pre-sales exec is underperforming and fix it
• Assertive communicator — you can push back on a salesperson who is not updating Salesforce, without drama
• Bias for speed — you understand that a lead not responded to in 2 hours is a lead that is half-lost
• Salesforce power user — dashboards, workflows, custom reports, lead assignment rules

Good to Have

• Experience with Indiamart, export lead platforms, or international B2B lead generation
• Prior experience working in a cosmetic, pharma, FMCG, or industrial B2B manufacturing company
• Exposure to setting up or improving a CRM from scratch (not just inheriting a working system)
• Knowledge of sampling-to-order funnels or project-based sales cycles

Why Join Bo International

🚀 High Growth Environment

Fast-scaling company with real ownership from Day 1

🎯 Direct CEO Exposure

Report to leadership with high visibility on impact

🌍 Diverse Client Base

Work with D2C brands, FMCG companies, and international importers

📈 Performance Culture

Meritocracy — results get recognised and rewarded

How to Apply

Send your CV to [email protected] with subject line:

"Application – Pre-Sales & CRM"

Include: Current CTC · Expected CTC · Your lead conversion rate improvement from last role