Presales Research Analyst

Know who's worth your time before you spend it. Every lead scored, ranked, and ready — so your effort goes where it pays.

Role Overview

The Presales Research Analyst studies your incoming leads and scores them against your ideal customer profile — so your team stops wasting hours on prospects who were never going to convert. It looks at who the lead is, what they need, and how well they fit, then ranks them so you always work the best opportunities first.

Responsibilities

• Takes incoming leads and evaluates each one against your defined ideal customer profile
• Gathers relevant background on the lead — business type, size, needs, and other signals you care about
• Scores and ranks leads by fit and likelihood to convert, so priorities are obvious at a glance
• Filters out poor-fit or time-wasting leads before they reach your sales team
• Flags high-value leads that deserve immediate attention
• Passes scored, prioritised leads to the Leads Manager or your sales team with the reasoning attached
• Continuously applies your criteria consistently — no lead judged on gut feel or mood
• Logs scoring and research findings into your CRM so every decision is traceable
• Escalates only the genuine edge cases it should never decide alone — with full context attached

Connects & Integrates With