Pre sales Executive
Docterz
About the Role
Docterz is a technology-enabled growth partner for medical professionals. The platform focuses on strengthening long-term practice sustainability through operational efficiency, structured administration, and clear financial visibility. Docterz acts as the operational backbone and digital extension of modern medical practices, enabling doctors to focus on delivering quality care by taking on non-clinical burdens.
This is a full-time, on-site Pre Sales Executive role based in Mumbai.
Key Responsibilities
- Engage with potential customers and understand their requirements.
- Effectively communicate how Docterz solutions can support practice operations.
- Respond to inquiries.
- Conduct product demonstrations.
- Support the sales team with proposals.
- Maintain accurate records of interactions in the CRM system.
- Coordinate with internal teams to address client questions.
- Gather feedback from prospects.
- Contribute to continuous improvement of pre-sales workflows.
- Training and guidance will be provided.
Requirements & Tech Stack
- CRM systems
- Digital tools
Qualifications
- Strong communication and interpersonal skills, with the ability to present information clearly to diverse stakeholders.
- Customer service and relationship-building capabilities, with a focus on understanding client needs and providing helpful guidance.
- Basic sales and pre-sales skills, including lead follow-up, product explanation, and support in proposal development.
- Comfort with digital tools and CRM systems, and the ability to learn new software quickly.
- Analytical and problem-solving skills to interpret customer requirements and suggest appropriate solutions.
- Ability to work collaboratively with cross-functional teams and manage time effectively in a fast-paced environment.
- Bachelor’s degree in any discipline; candidates with a focus on business, commerce, or healthcare-related fields are preferred.
- Interest in healthcare technology and a willingness to build a career in sales and client-facing roles.
- Candidates residing in Mumbai only will be preferred.
