SALES & CRM Associate

• *Job Title SALES \& CRM Associate**
• *Department Marketing**
• *Experience Required 2 to 4 years**
• *Location Netaji Subhash Place, Pitampura, Delhi (On\-site)**
• *Employment Type Full\-time Salary Range ₹2\.4 LPA to ₹4\.0 LPA (based on experience and interview performance)**
• *Reporting To Team Manager**

• *ABOUT US**

Prish Consultancy LLP is a sister concern of Prish Accounting \& Auditing LLC, a firm serving clients with professional accounting, auditing and consulting services. We are growing our client base and are looking for a driven SALES \& CRM Associate to join our Marketing team and help us build strong, long\-term client relationships.

Website: www.prishauditors.com

• *ROLE OVERVIEW**

The SALES \& CRM Associate will manage the end\-to\-end client lifecycle, from handling leads and follow\-ups to onboarding and retention. The role combines backend sales support with day\-to\-day client management, ensuring every enquiry is tracked, every client is well served, and every opportunity is converted wherever possible.

• *KEY RESPONSIBILITIES**
• *A. Lead Generation and Backend Sales Lead generation:**

Generate new business leads through cold calling, LinkedIn outreach, email campaigns, WhatsApp, business directories, referrals and networking, targeting SMEs, startups and growing companies in the UAE that need audit, accounting, tax and compliance services.

Qualified lead generation: Screen every lead on need, budget, decision\-making authority and timeline, and pass only qualified, sales\-ready leads to the partners with complete background notes.

Prospect research: Research and build targeted prospect databases by industry, company size and geography; keep the database fresh and relevant.

Backend sales execution: Prepare and send proposals, quotations, service brochures and scope notes in coordination with partners and technical teams; track each proposal until a decision is made.

Appointment setting: Schedule discovery calls and meetings for partners and senior team members, and brief them on the prospect before each meeting.

Follow\-up and closure support: Follow up with prospects at a defined cadence, handle initial queries and objections, and support the closing process until the engagement is signed.

Onboarding handover: Hand over newly closed clients to the audit, accounts and compliance teams with complete onboarding information, so delivery starts smoothly. Targets: Achieve monthly targets for leads generated, qualified leads, meetings set, proposals sent and conversions. Cross\-selling: Identify opportunities to cross\-sell and up\-sell the firm's services to existing clients and referral partners.

Market intelligence: Track competitors, service pricing and market trends, and share insights and campaign ideas with the Marketing team.

• *B. CRM and Client Management**

CRM management: Update the CRM daily with leads, client records, call notes, follow\-up dates and pipeline status, and keep data clean through validation and removal of duplicates.

Client relationship: Act as the point of contact for assigned clients, resolve queries promptly and coordinate with internal teams.

Retention and renewals: Follow up on renewals, document collection and service requirements, in coordination with the concerned team, to retain clients and encourage repeat business and referrals.

Reporting: Prepare weekly and monthly MIS on leads, qualified leads, pipeline, conversions and follow\-up status for management. Process discipline: Help define lead stages and follow\-up rules in the CRM so no lead or client is missed.

Confidentiality: Maintain client confidentiality and professional communication standards at all times.

REQUIRED SKILLS AND QUALIFICATIONS

• 2 to 4 years of experience in lead generation, qualified lead generation and backend sales (must\-have).
• Proven experience in B2B lead generation and in converting raw leads into sales\-ready opportunities.
• Experience supporting sales teams with proposals, follow\-ups and client coordination.
• Hands\-on experience with a CRM tool or lead\-tracking system.
• Excellent verbal and written communication skills in English and Hindi.
• Proficiency in MS Excel, MS Word and email; comfortable using LinkedIn for prospecting.
• Strong follow\-up discipline, organisation and attention to detail.
• Ability to handle multiple prospects and clients and to work to monthly targets.
• Graduate in any discipline (preferably Commerce, Business or Marketing).

• *GOOD TO HAVE**

• Prior experience in a consulting, accounting, audit, finance or other professional services firm.
• Working knowledge of CRM tools such as Zoho, HubSpot, Salesforce or similar.
• Basic understanding of accounting, audit or compliance services.

• *KEY COMPETENCIES**

• Client\-first mindset and professional etiquette
• Persuasion and negotiation
• Time management and ownership
• Team collaboration

• *WHAT WE OFFER**

• Competitive salary of ₹2\.4 LPA to ₹4 LPA, based on experience.
• Stable full\-time role in a growing professional services group.
• Exposure to client management and sales in the accounting and auditing domain.
• Learning and career growth opportunities within the group.

• *WORK LOCATION AND TIMINGS**

On\-site at Netaji Subhash Place, Pitampura, Delhi.

• *HOW TO APPLY**

Interested candidates may send their updated resume on careers@prishauditors.com with the subject line "Application for CRM \& Sales Associate\_Name\_PrishConsultancyLLP".

Job Types: Full\-time, Permanent

Pay: ₹20,000\.00 \- ₹30,000\.00 per month

Application Question(s)

• Current Salary
• Expected Salary
• Total Experience in this domain
• location
• Notice Period

Work Location: In person