Immediate Start: Executive

2 days ago

Jaipur India Dr. B. Lal Clinical Laboratory Full time

Job Description Role Clarity | Executive B2I Sales or Executive Corporate Sales Department: Customer Success (Sales) Reporting To: Head B2I Sales Role Definition The Executive is responsible for executing institutional sales activities within the assigned geography, focused on generating leads, presenting diagnostic offerings, converting institutional accounts, and supporting onboarding and retention. The role works closely with Zonal Sales Managers and the Head B2I Sales to expand business from manufacturing and service companies, drive monthly sales targets, and maintain account satisfaction post-onboarding. Deliverables - Achievement of monthly institutional sales targets - Generation and conversion of qualified institutional leads - Timely onboarding coordination of new B2I accounts - First service: handholding and client satisfaction - Support account retention and upselling efforts Task and Activities Lead Generation & Qualification Identify and contact potential institutional clients (HR/Admin/CSR/EHS teams) across manufacturing units, warehouses, service industries, offices & hubs Conduct initial client profiling to assess need, headcount, testing volume, compliance, or wellness intent Create and maintain a territory-specific lead tracker with progress status (Contacted, Meeting Scheduled, Proposal Shared, etc.) Conduct field visits, cold calls, and follow-ups to nurture institutional prospects Client Engagement & Proposal Support Schedule meetings and assist in client requirement mapping (pre-employment, wellness, periodic checkups, camps) Share standard and customized proposals in coordination with B2I Head/Zonal Manager Present services, pricing, and diagnostic capability confidently to mid-to-senior-level decision-makers Follow up on proposals and ensure timely movement to negotiation and closure Closure & Documentation Assist in collecting all documentation needed for onboarding MoUs, GST/Company details, billing terms, etc. Coordinate with the finance team for proposal formats and approval workflows Ensure the pre-closure checklist is verified before final sign-off Client Onboarding & Service Activation Coordinate with operations and logistics for first-day implementation, phlebotomy deployment, and material readiness Explain service protocols, billing cycle, and reporting process to the client SPOC Stay in touch with the client for the first service for escalation support, resolution tracking, and satisfaction capture Account Support & Upselling Support the B2I Head and the Zonal Manager in monthly meetings with large institutional clients Share feedback received from clients about reporting, service issues, or additional needs Identify potential upselling opportunities (additional locations, employee family wellness, annual plans) and report to seniors Data Reporting & Coordination Update lead funnel and closure progress in the CRM or sales tracker weekly Submit daily field reports with meetings held, outcomes, objections raised, and action planned Participate in daily and weekly review calls with zonal and central teams Assist in collecting testimonials, case studies, and feedback forms from clients for internal/ marketing reference Success Metrics - % Achievement of Monthly B2I Sales Target - Number of Qualified Leads Added and Converted - Proposal-to-Closure Turnaround Time - No. of Accounts Successfully Onboarded (within SLA) - CSAT Score - Number of Upsell Leads or Referrals Generated

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