We are looking for a proactive and solutions-driven Presales Specialist to bridge client needs with scalable product solutions. This role requires someone who thrives in a fast-paced environment, can learn quickly, adapt on the go, and effectively manage multiple stakeholders while driving opportunities toward closure.
Key Responsibilities
Client Engagement
- Lead pre-sales activities to engage clients, understand business needs, and support the sales lifecycle from qualification to closure.
- Build strong client relationships early to ensure a smooth transition to Customer Success post-sale.
- Act as a trusted advisor, aligning client challenges with practical and scalable solutions.
Requirements Gathering
- Work closely with Account Managers to capture detailed business requirements and objectives.
- Translate client needs into clear, structured documentation for proposals and internal handover.
Proposal and Presentation Support
- Develop compelling solution proposals including business workflows, functional specs, and implementation approach.
- Deliver impactful product demos and presentations tailored to client industries and use cases.
Product Knowledge
- Maintain a strong understanding of product features, roadmap, and industry trends.
- Position product capabilities effectively against client pain points and competitive solutions.
Solution Development
- Collaborate with Product, Tech, and Delivery teams to design realistic and scalable solutions.
- Define scope, timelines, dependencies, and success criteria clearly.
Pre-to-Post-Sales Support
- Ensure seamless handover to Customer Success with full context, documentation, and expectations alignment.
- Support onboarding by clarifying solution design and ensuring delivery matches commitments.
Client Success Support
- Partner with Customer Success during early onboarding stages to ensure alignment and adoption.
- Re-engage clients to identify upsell or expansion opportunities where relevant.
Market Research
- Stay updated on market trends, customer pain points, and competitor landscape.
- Provide insights to improve product positioning and sales strategy.
Requirements:
Minimum Qualifications:
- Bachelor’s degree in Computer Science, Information Technology, Engineering, or related field.
- 3+ years of experience in pre-sales, solution consulting, or technical sales.
- Strong understanding of software systems, APIs, and business workflows.
- Excellent communication and presentation skills (technical & non-technical audiences).
- Experience working with cross-functional teams to deliver tailored solutions.
- Ability to work independently while collaborating effectively in a team environment.
Technical & Tool Proficiency:
- Technical & Tool Proficiency
- Microsoft Office Suite, Google Workspace
- Collaboration tools (e.g., ClickUp, Jira, Github)
- Basic design tools (e.g., Adobe Photoshop or equivalent)
What We Expect (Working Style & Culture Fit):
- Fast-Paced Execution – Comfortable working in a dynamic environment with tight timelines and evolving priorities.
- Learn Fast, Adapt Faster – Ability to quickly pick up new products, industries, and client requirements with minimal handholding.
- Ownership & Accountability – Takes initiative and ownership of opportunities from start to finish.
- Multitasking & Prioritization – Able to manage multiple projects, clients, and deadlines concurrently without compromising quality.
- Stakeholder Management – Strong ability to coordinate across Sales, Product, Tech, and Clients effectively.
- Problem-Solving Mindset – Thinks critically and proposes practical, implementable solutions.
- Continuous Improvement – Always looking to refine processes, improve solutions, and innovate on the go.
- Resilience & Positive Attitude – Able to handle ambiguity, feedback, and pressure constructively.