Client/Customer Service Executive

Job Summary

Treelife is one of India s most trusted legal finance firms for Startups Investors. We simplify complex legal and financial challenges by offering a range of services, including Virtual CFO, Legal Support, Tax Regulatory, and Global Expansion assistance. Our goal at Treelife is to provide peace of mind and ease in business.We work with startups, investors, global businesses and incubators/accelerators.

We have our offices in 4 cities, Mumbai, Delhi, Bangalore and GIFT City (Gujarat), and have catered to over 1000 players in the startup ecosystem in India and globally.

Whom are we looking for

We are looking for an Sales Development Representative (SDR) who is equal parts hustler and operator. You will own the top of the funnel for Treelife: finding the right founders, sparking conversations, and making sure no lead falls through the cracks.

This is not a pure cold-calling role and not a pure CRM-admin role. You will do both. You are comfortable picking up the phone, building pipeline in a CRM, and thinking about what a quality conversation looks like for a CA/legal firm advising founders.

If you are obsessive about follow-through, know your way around a CRM (or can learn fast), and want to be part of building something, this is the role

Responsibilities

• Outbound prospecting
  • Identify and research target founders, CFOs, and business owners across sectors and funding stages
  • Reach out via email, LinkedIn, WhatsApp, and phone to generate qualified meetings for the advisory team
  • Write personalised outreach that reflects Treelifes positioning, not generic templates
• CRM ownership
  • Own Treelifes CRM: data hygiene, pipeline stages, activity logging, and follow-up sequences
  • Set up and maintain lead lists, track outreach status, and make sure nothing slips
  • Build reports and dashboards to give visibility on pipeline health
• Calling and qualification
  • Make discovery calls to understand a prospects needs and qualify fit for Treelifes services
  • Handle inbound inquiries, respond quickly, and move prospects to the next stage
  • Brief senior team members before meetings with context and qualification notes
• Sales coordination
  • Manage client databases, making sure information is accurate and up to date
  • Coordinate and schedule meetings, calls, and follow-ups for the sales team
  • Prepare and send proposals, agreements, and other client-facing documents in coordination with the advisory team
  • Track progress on sales opportunities and make sure timely follow-through happens
• Data management and reporting (MIS)
  • Maintain and share regular pipeline and outreach reports with the team
  • Keep a comprehensive record of client interactions, outreach activity, and service outcomes
  • Flag patterns and surface information that helps the team make better decisions

What are the key requirements for the role

• 1 to 3 years of experience in SDR, business development, or inside sales (B2B preferred)
• Comfortable with CRM tools such as HubSpot, Zoho, or Salesforce. Willingness to own it end to end
• Good written and spoken English. Knows how to communicate professionally without sounding robotic
• Not afraid of calling. Treats the phone as a tool, not a hurdle
• Highly organised. You close loops. You follow up. You do not drop things
• Exposure to startup, legal, financial services, or professional services environments is a plus
• Comfortable working in a fast-moving, lean team where you will build process, not just follow it

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.