Pre‑Sales Agent – Customer Engagement & Lead Qualification

About the role

We are seeking a motivated Pre‑Sales Agent to engage prospective customers during the early stages of the sales cycle. You will identify needs, share product information, and qualify leads before they move to the sales team.

Key responsibilities

• Contact potential customers via phone, email, or chat to introduce our products or services.
• Listen actively and ask targeted questions to uncover customer requirements.
• Qualify leads based on interest, budget, and fit with our offerings.
• Provide detailed product or service information and highlight key benefits.
• Schedule appointments or demos for qualified prospects.
• Maintain accurate interaction records and lead status in the CRM.
• Collaborate with the sales team to ensure smooth hand‑offs and share customer feedback.
• Help develop scripts and materials for lead generation and pre‑sales activities.
• Stay current on product features, industry trends, and competitor offerings.

Required profile

• Proven experience in customer service, sales, or pre‑sales roles (preferred).
• Strong communication skills with the ability to explain complex products clearly.
• Goal‑oriented mindset focused on meeting lead generation targets.
• Ability to work collaboratively across departments.
• Proactive problem‑solver capable of handling multiple tasks.
• High school diploma or equivalent; a bachelor’s degree in business or a related field is a plus.

Required skills

• Familiarity with CRM software such as Salesforce.
• Experience using HubSpot or similar CRM platforms.

What we offer

• Competitive salary with commission‑based incentives.
• Opportunities for professional development and career growth.
• Supportive and dynamic work environment.