Pre-sales Lead

Job Purpose

The Pre-Sales Lead will lead and coordinate all pre-sales activities across the business by ensuring timely, compliant Public Sector tender submissions, managing Zoho CRM to drive follow-up of marketing leads and pipeline conversion, and supporting the Sales Manager across Mechanical, Instrumentation, Civil and Electrical divisions.

1. Manage and Improve Lead Follow-up in Zoho CRM:

• Oversee the timely and effective follow-up of marketing-generated leads within the Zoho CRM platform.
• Ensure that all leads are accurately captured, categorized, assigned, and monitored through the sales funnel.
• Optimize CRM workflows and reporting dashboards to improve visibility and decision-making.

2.Track and Report Sales Pipeline Across Business Units:

• Monitor the progress of sales opportunities across Mechanical, Electrical, Instrumentation, and Civil units.
• Maintain an updated sales pipeline dashboard for internal use and strategic reviews.
• Prepare and present regular reports on sales pipeline health, key opportunities, and forecasted revenue.

3.Submit Complete and Compliant Government Tenders:

• Ensure all tender submissions meet the mandatory compliance, technical, and administrative requirements.
• Coordinate end-to-end preparation and submission of government bids in line with procurement laws and client instructions.
• Maintain a checklist system to verify completeness and accuracy before final submission.

4.Build and Maintain a Pre-Sales Resource Library:

• Develop and continuously update a structured repository of pre-sales materials, including company profiles, CVs of key staff, registration certificates, project references, licenses, and proposal templates.
• Ensure quick and easy access to reusable content for tender and proposal preparation.

5.Increase Tender Win Rate Through Better Targeting and Preparation:

• Support opportunity qualification and bid/no-bid decision-making to focus efforts on high-potential tenders.
• Analyze past bid outcomes to improve targeting, pricing strategies, and technical responses.
• Maintain a database of competitor trends and market intelligence to inform bid strategy.

6.Coordinate Tender Preparation Across Departments:

• Serve as the central coordinator between Business Development, Engineering, QS, and Procurement teams to gather required inputs for tender documentation.
• Create and manage preparation timelines to ensure timely delivery of each section of the bid.
• Facilitate regular check-ins to monitor progress and resolve blockers early.

7.Improve Internal Response Time for Tender Inputs

• Standardize request formats and timelines to streamline internal input collection.
• Develop internal SLAs for common submission components and track adherence.

Identify recurring delays or bottlenecks and recommend solutions to improve departmental responsiveness.