Team Leader

JOB DESCRIPTION

Team Leader – CRM, Estimates & Sales Conversion

Company: Brindavan Udyog India (BUI)

Department: Sales Operations / Conversion

Location: Delhi

Employment Type: Full-Time

About the Role

We are looking for a Team Leader – CRM, Estimates & Sales Conversion who will take ownership of our sales data, Zoho CRM operations, estimate workflow and coordination with the conversion team.

This is a high-responsibility execution role. The person will work closely with the Founder and the Sales/Conversion Team to ensure that no enquiry, estimate or follow-up is lost due to poor data management or lack of coordination.

The selected candidate will be personally trained by the Founder during the first month and will gradually take complete ownership of the process.

• Key Responsibilities

1. Zoho CRM Management

• Maintain and manage the company's Zoho CRM on a daily basis.
• Ensure every enquiry, customer interaction, estimate and follow-up is properly updated.
• Monitor whether the sales team is following the defined CRM process.
• Identify gaps in CRM usage and ensure timely corrections.
• Continuously improve the CRM workflow and data structure.

2. Continuous Data Cleaning & ManagementRegularly clean and organize customer and enquiry data.

• Identify and remove duplicate, incomplete and incorrect records.
• Ensure proper categorization and status of every lead and enquiry.
• Maintain accurate and actionable sales data for the conversion team.
• Develop discipline around CRM data entry and updates.

3. Estimate Creation & ManagementCoordinate the complete estimate creation process.

• Ensure estimates are prepared accurately and within the required TAT.
• Track pending estimates and ensure no enquiry remains unattended.
• Monitor sent estimates and their current status.
• Ensure every active estimate has a clear next action.

4. Conversion Team CoordinationWork closely with the sales/conversion team on a daily basis.

• Provide the team with accurate and updated customer/estimate data.
• Identify hot, high-value and stalled estimates requiring immediate attention.
• Ensure proper follow-up on open estimates.
• Track movement from Enquiry → Estimate → Follow-up → Conversion.
• Coordinate with team members to remove operational bottlenecks affecting conversions.

5. Sales Performance MonitoringMonitor the performance of the sales/conversion team.

• Track daily and weekly sales performance.
• Analyze estimate-to-order conversion.
• Identify where leads and estimates are getting stuck.
• Escalate important opportunities and performance issues to management.
• Help the team improve its conversion rate through better data and follow-up discipline.

6. MIS & ReportingMaintain accurate daily sales and CRM reports.

• Prepare reports on:
• New enquiries
• Estimates created
• Estimates pending
• Estimates under discussion
• Follow-ups
• High-value opportunities
• Conversions
• Lost/stalled opportunities
• Provide management with clear and actionable data.

7. Team LeadershipMonitor day-to-day work allocation and completion.

• Ensure team members follow defined processes.
• Conduct regular checks on pending work.
• Train team members on CRM discipline and workflow.
• Take ownership of unresolved operational issues.

What We Are Looking ForThe ideal candidate should be:

• Highly organized and process-oriented
• Strong in data management and analysis
• Comfortable working with Zoho CRM
• Good with Excel / Google Sheets
• Strong in follow-up and team coordination
• Comfortable working with sales targets and performance metrics
• Able to identify problems independently and take corrective action
• Good at communicating with sales teams and management
• Willing to take ownership rather than waiting for instructions

Preferred Experience2–5 years of experience in any of the following:

• Sales Operations
• CRM Management
• Sales Coordination
• MIS / Data Management
• Sales Team Leadership
• Inside Sales / Conversion
• Zoho CRM Administration

Experience in B2B sales, industrial products, machinery, spare parts or technical products will be an advantage.

First Month – Special Training ProgramThe selected candidate will receive direct, personal training from the Founder for the first month.

During this period, the candidate will learn:

• Company's complete sales process
• Zoho CRM workflow
• Data management and cleaning system
• Estimate creation process
• Sales follow-up system
• Conversion team workflow
• Sales reporting and MIS
• Internal operating procedures

The objective is to make the candidate capable of independently managing the complete CRM + Estimate + Conversion coordination system after the training period.

First Month Compensation

After successful completion of the training month and transition into the full role, the candidate will receive the full agreed salary.

Performance Incentive : In addition to the fixed salary, the candidate can earn performance incentives of up to ₹30,000 per month based on the performance of the sales/conversion team and achievement of defined KPIs.

The incentive will be linked to measurable outcomes such as:

• Sales team performance
• Estimate-to-order conversion
• CRM data accuracy
• Estimate TAT
• Follow-up discipline
• Reduction in pending/stalled estimates
• Overall sales conversion performance

This is not a routine administrative position. The candidate will have a direct impact on sales operations and conversion performance.

Growth OpportunityThe successful candidate will have the opportunity to grow into a senior Sales Operations / CRM Manager role with increasing responsibility across:

CRM → Sales Operations → Conversion → MIS → Team Management → Revenue Operations

We are looking for someone who wants to build and manage a system, not simply perform daily data-entry tasks.

How to ApplyInterested candidates can share their CV along with their current salary, expected salary and relevant CRM/Zoho experience.

Subject: Application – Team Leader – CRM, Estimates & Sales Conversion