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.
Qualifications
Qualifications and Experience Requirements
- Minimum or four (4) years in pre-sales, bid coordination, or proposal development in engineering or construction
- Experience with government tendering (public procurement rules, technical evaluations)
- Strong command of Zoho CRM (lead tracking, reports, automations)
- Familiarity with Mechanical, Instrumentation, and Electrical projects
- Excellent writing and document control skills
Additional Information
COMPETENCIES
- Attention to Detail
- CRM Discipline
- Government Tendering Knowledge
- Proactivity
- Cross-Functional Collaboration
- Time & Priority Management
- Strategic Thinking