Pre Sales Advisor

About HouseEazy

HouseEazy is a tech-enabled real estate platform focused on providing a seamless and transparent home buying and selling experience. With trust, speed, and convenience at the core of our operations, we help customers navigate their real estate journey with efficiency and confidence.

Role Overview We are looking for an experienced Sr. Pre-Sales Executive (4–5 years) to manage and qualify incoming leads, engage with potential customers, and ensure a smooth handover to the sales team. This role demands proactive communication, strong client-handling skills, and diligent CRM management.

• Key Responsibilities1. Lead Qualification & Client Interaction Make outbound calls to new leads generated from online/offline campaigns.
• Understand customer requirements and assess their readiness, budget, location preference, and intent.
• Qualify and categorize leads based on predefined criteria.
• Provide accurate and clear information about HouseEazy offerings, property details, and processes.
• Lead Management & CoordinationMaintain a structured record of all leads with updated statuses, feedback, and call notes.
• Coordinate with the sales team to relay qualified leads and ensure smooth follow-up.
• Track feedback from the sales team on lead quality and update CRM accordingly.
• CRM Maintenance & ReportingUpdate all customer interactions, remarks, and movement within the CRM in real time.
• Ensure zero data leakage or duplication and maintain hygiene of all entries.
• Generate daily/weekly lead reports and share performance and status summaries with management.
• 4. Communication & Collaboration Act as the first point of contact for prospective buyers/sellers.
• Work closely with sales, marketing, and operations teams to enhance lead flow and conversion quality.
• Suggest improvements in scripts, qualification criteria, and processes based on customer feedback.
• Key Requirements4–5 years of experience in pre-sales, tele-calling, inside sales, or customer engagement roles (preferably in real estate or similar industries).
• Strong communication skills (English & Hindi).
• Excellent listening and probing skills to understand customer needs.
• Hands-on experience with CRMs (Zoho, Salesforce, Sell.do, or similar).
• Ability to multitask, manage pipelines, and maintain clean data.
• High ownership, discipline, and ability to work in a fast-paced, target-driven environment.
• Preferred SkillsExperience in real estate buyer qualification.
• Understanding of property categories, ticket sizes, and customer budgets.
• Familiarity with lead funnels and conversion metrics.