Business analyst

Job Title: Pre-Sales Consultant

Location: Jaipur, Rajasthan (Full-time, in-office with demo travel)

Employment Type: Full-Time, Permanent

Experience Required: 2–4 Years

Open Positions: 1

Probation Period: 3 Months

Role Summary

We are looking for a skilled Pre-Sales Consultant to support our growing sales pipeline by delivering impactful product demonstrations and handling technical engagements. The candidate will play a critical role in driving technical wins during the sales cycle, with deep expertise in our products docEdge and bpmEdge.

Key Responsibilities

Deliver compelling product demonstrations to C-suite executives and IT stakeholders

Build and maintain demo environments with industry-specific configurations

Respond to RFPs and technical queries within defined timelines (≤ 3 working days)

Create high-quality proposal documents and solution architectures

Conduct Proof of Concepts (POCs) for enterprise clients

Support Account Executives in handling technical objections

Develop and maintain demo scripts across industries (NBFC, Manufacturing, Healthcare)

Provide structured feedback to the Engineering team based on client interactions

Must-Have Skills

2–4 years of experience in Pre-Sales or Solution Consulting (B2B Software/SaaS)

Hands-on experience in delivering product demos independently

Strong ability to translate business problems into technical solutions

Excellent presentation and proposal-writing skills

Solid technical understanding of APIs, workflows, and cloud deployments

Good-to-Have Skills

Experience with DMS/BPM tools such as OpenText, M-Files, Pega, Appian, etc.

Domain knowledge in NBFC or Banking sector

AWS or other cloud certifications

Key Performance Indicators (KPIs)

Demo-to-SQL Conversion Rate ≥ 60%

RFP Response Time ≤ 3 Days

POC Delivery Timeline ≤ 15 Days

Development of demo scripts for at least 5 industries

Assessment Process

HR Screening

Live Demo Presentation

Technical Round

Final Round with MD

Incentives

Fixed compensation role

Additional commission applicable on closed deals in coordination with SSC/AE

About Copado

Copado is the leading DevOps platform for Salesforce, revolutionizing how the world's largest organizations achieve success in their Salesforce deployments. Our mission is to accelerate the Salesforce development lifecycle, support digital transformation, and deliver unparalleled value to our customers. We continuously innovate, ensuring our platform meets the evolving needs of Salesforce developers and operations professionals.

Job Summary

As a Sales Engineer for Copado, you will be responsible for educating customers during the sales cycle, including creating and delivering tailored software demos and architecture presentations.

Key Responsibilities

• Pre-sales support, collaborating with Account Executives on sales opportunities, Solution presentations and demonstrations, including answering technology-related inquiries
• Bid management & RFx responses: Support the completion of RFPs, RFIs, RFQs, and security questionnaires by providing accurate technical responses and solution documentation. Collaborate with internal teams to ensure high-quality submissions.
• Solution workshops, trials, and proofs of concept (POC): Lead technical workshops, product evaluations, and proof-of-concept engagements to validate solution fit and demonstrate business value. Guide customers through successful trial experiences.
• Solution design: Design high-level solution architectures and recommend best practices aligned with customer environments and objectives. Ensure proposed solutions are scalable, secure, and aligned with industry standards.
• Partner support: Provide technical guidance and product expertise to partners during customer engagements and joint sales opportunities. Support partner enablement through demonstrations and solution workshops.
• Marketing event support: Represent Copado at webinars, industry events, conferences, and customer workshops. Deliver product demonstrations and technical presentations to increase market awareness and customer engagement.
• Assist in sales strategy and building customer relationships: Contribute to account strategy by identifying customer challenges, technical opportunities, and growth potential. Build strong relationships with key stakeholders and serve as a trusted technical advisor throughout the sales process.

Requirements

• Minimum 3 years relevant business and technology experience
• Experience with implementing Salesforce and/or Salesforce Certification(s)
• Ability to lead technical presentations, engage the audience, and communicate value
• Demonstrated proficiency in business application design and technology
• Excellent written, verbal, and interpersonal skills
• Energetic self-starter with the ability to work independently
• Willingness to travel to industry events and onsite customer meetings

Qualifications & Experience

• Experience working with Copado
• Technical experience with building solutions on the Salesforce platform
• DevOps experience in the Salesforce space or with other technology stacks
• Prior experience in software pre-sales, consulting, or development
• Experience with the SDLC and Release Management
• Prior experience with data integration projects and data privacy requirements

About AbleCredit

AbleCredit helps banks, NBFCs, and housing finance companies make faster, better-informed lending decisions through technology-enabled field verification, income estimation, borrower verification, and post disbursement portfolio monitoring. Our solutions enable financial institutions to improve operational efficiency, reduce risk, and accelerate lending decisions.

The Role

We're looking for a Manager – Pre-Sales & Solution Consulting to bridge the gap between customer requirements and our product capabilities.

As part of the Sales team, you will engage with prospective clients to understand their business processes, lending workflows, and operational challenges. You will evaluate solution feasibility, define the scope of Proof of Concepts (POCs), and work closely with Product, Engineering, and Operations teams to design solutions that align with customer requirements.

This role is ideal for someone who enjoys solving business problems, collaborating across teams, and translating customer needs into practical product solutions. While you will work closely with the Sales team, your primary responsibility is to ensure technical and business feasibility before a commercial commitment is made.

What You'll Do?

• Understand prospective clients' lending workflows, operational processes, and business challenges through discovery sessions.
• Gather, analyse, and document business requirements to determine how AbleCredit's platform can address customer needs.
• Conduct feasibility assessments for new client use cases and identify any product or implementation gaps.
• Define the scope, objectives, success criteria, assumptions, and timelines for client POCs.
• Collaborate closely with Product, Engineering, Operations, and Sales teams to design practical and scalable solutions.
• Recommend configuration approaches or process improvements based on customer requirements.
• Identify implementation risks, dependencies, and constraints early in the sales cycle.
• Support customer meetings by presenting solution workflows, product capabilities, and proposed approaches.
• Coordinate internal stakeholders to ensure POCs are well planned and executed as designed.
• Create clear solution documentation, requirement specifications, process flows, and implementation notes.
• Provide structured customer feedback to Product teams to support future product enhancements.
• Ensure a seamless handover of validated opportunities to the implementation or Customer Success teams once commercial discussions begin.

What We're Looking For?

• 2–4 years of experience in Pre-Sales, Solution Consulting, Solution Engineering, Business Analysis, Product Consulting, Implementation Consulting, or a similar customer-facing role within a B2B SaaS, FinTech, or enterprise technology environment.
• Strong experience gathering business requirements and translating them into solution designs.
• Ability to understand business processes and evaluate solution feasibility.
• Excellent communication and stakeholder management skills with the ability to engage business and operational teams.
• Strong analytical and problem-solving abilities with attention to detail.
• Experience coordinating with cross-functional teams including Product, Engineering, Operations, and Sales.
• Ability to manage multiple customer engagements simultaneously in a fast-paced environment.
• Comfortable preparing documentation such as business requirements, solution proposals, process flows, and POC plans.

Nice to Have

• Experience working with banks, NBFCs, lending platforms, or other BFSI organisations.
• Understanding of lending operations, credit workflows, field verification, or loan origination processes.
• Experience supporting enterprise software implementations or Proof of Concepts.
• Familiarity with APIs, system integrations, or workflow automation concepts.
• Experience using CRM and project management tools.

What Success Looks Like?

• Customer requirements are accurately understood and translated into well-defined solution plans.
• Feasibility assessments are completed with minimal rework during implementation.
• POCs are scoped clearly with realistic timelines and measurable success criteria.
• Strong collaboration between Sales, Product, and Engineering throughout the pre-sales lifecycle.
• Smooth transition of qualified opportunities to implementation teams with complete documentation and minimal knowledge gaps.

🚀 We’re Hiring | Presales Executive

📍 Location: Chennai | Work from Office

💼 Experience: 2–5 Years

🕐 Employment Type: Full-Time

Are you passionate about IT solutions, proposal development, and customer engagement? Do you enjoy turning complex requirements into compelling business solutions?

We’re looking for a Presales Executive to join our team and support business development and sales teams in creating winning proposals, solution documents, presentations, and customer-facing collateral.

🔹 What You’ll Do

• Lead end-to-end RFP, RFI, RFQ & proposal development

• Analyze customer requirements and create customized technical & commercial proposals

• Prepare SOWs, solution documents, executive summaries, and commercial responses

• Collaborate with Sales, Solution Architects, Engineering, Delivery, Finance, Marketing & Legal teams

• Develop solution presentations, capability decks, case studies, whitepapers & demos

• Support effort estimation, resource planning, timelines and pricing discussions

• Participate in customer meetings, requirement discussions and solution walkthroughs

• Build and maintain reusable proposal content, templates and knowledge repositories

• Conduct market, customer and competitor research to identify differentiators

• Support Go-To-Market initiatives and new service offerings

🔹 What We’re Looking For

Technical Knowledge:

☑ IT Services & Digital Transformation

☑ Cloud – AWS / Azure / GCP

☑ AI / GenAI

☑ Data & Analytics / Data Engineering

☑ DevOps & QA

☑ Application Modernization

☑ SDLC & Enterprise Architecture fundamentals

☑ MS Word, PowerPoint & Excel

Presales & Functional Skills:

☑ Proposal & Technical Writing

☑ Requirement Analysis

☑ Bid Management

☑ Technical Documentation

☑ Business Writing

☑ Stakeholder Management

☑ Content Development

☑ Project Estimation

Soft Skills:

✨ Excellent communication

✨ Strong analytical & problem-solving skills

✨ Attention to detail

✨ Customer-focused approach

✨ Ability to work under tight deadlines

✨ Strong collaboration & leadership skills

🎓 Qualifications

• Bachelor’s degree in Engineering, Computer Science, IT or a related field

• MBA in Marketing, Operations, Business Analytics or equivalent is an added advantage

⭐ Good to Have

• Hands-on experience with RFP/RFI/RFQ responses

• Exposure to Cloud, AI/GenAI, Data Engineering & Application Modernization

• Experience creating capability decks, case studies & solution documents

• Understanding of Fixed Price, T&M, Managed Services & Dedicated Team pricing models

• Exposure to CRM tools

📊 Success in This Role

Your success will be measured through proposal quality & win rate, on-time submissions, documentation accuracy, customer satisfaction, knowledge contribution, and cross-functional collaboration.

• Prepare Solution Design and Bill of Materials (BoM) for proposed networking solutions.
• Conduct Partner and End-Customer Meetings/Trainings to support technical enablement.
• Deliver Product PoCs (Proof of Concept) and Product Demonstrations to partners and customers.
• Conduct Site Surveys and client analysis to understand customer infrastructure and requirements.
• Qualify sales leads into actionable opportunities in coordination with the sales team.
• Assist the sales team with product overviews and technical positioning during the sales cycle.
• Work closely with vendor (Juniper Networks) and customer teams to align on technical requirements and solution fitment.
• Respond to or create RFPs/RFIs as part of the technical pre-sales process.

Experience: Minimum 4 Years

• Strong presentation and training skills.
• Sound understanding of Wireless, Switching, Routing, and SDN technologies and terminologies.
• Certification in Juniper products and solutions preferred; essential hands-on experience.
• Excellent verbal and written communication skills with a consultative approach.
• Ability to explain technical concepts clearly with strong presentation skills.
• Problem-solving ability with a focus on addressing customer pain points.
• Customer-oriented mindset with adaptability and continuous learning.
• Effective time management, multitasking, and team collaboration abilities.
• Strong understanding of enterprise networking infrastructure covering Wireless/Switching/Routing/SDN; knowledge of Juniper Networks products is an added advantage.

Title: Application Engineer (Technical Sales)

Experience: 2 – 5 Years

Location: Ahmedabad / Pune / Chennai / Delhi NCR

Job Type: Full-time

🚀 About the Role

We are looking for a dynamic Application Engineer with strong technical and client-facing skills. The role involves pre-sales, technical consultation, and business development across industrial/mechanical product segments.

🎯 Key Responsibilities

• Provide pre-sales support and technical consultation to clients
• Understand customer requirements and recommend suitable solutions
• Conduct product demonstrations and technical presentations
• Build strong relationships with OEMs, manufacturers & key stakeholders
• Generate and manage sales pipeline within assigned territory
• Travel extensively to meet clients and drive business growth
• Coordinate with internal teams for smooth execution

🛠️ Skills Required

• Technical Sales / Sales Engineering
• Pre-Sales / Solution Consulting
• Product Demonstration
• Client Interaction & Relationship Management
• Technical Support & Troubleshooting

🎓 Eligibility

• B.E. / B.Tech in Mechanical (preferred)
• 2–5 years of experience in Application Engineering / Sales Engineering
• Exposure to industrial products / adhesives / manufacturing solutions

⭐ Good to Have

• Experience working with OEMs / B2B clients
• Strong communication & presentation skills
• Willingness to travel (field role)

💡 Why Join?

• Opportunity to work in a client-facing technical role
• High exposure to industrial & manufacturing clients
• Growth in technical + sales career path

Responsibilities:-

● Conduct in-depth product demos for potential clients, showcasing the value of our B2B SaaS solutions.

● Engage with leads generated from cold calling to understand their business processes, pain points, and requirements.

● Tailor product demos to align with the specific needs and challenges of each prospect.

● Collaborate with the pre-sales and technical teams to ensure a seamless experience for the client.

● Stay updated on product features, industry trends, and customer needs.

● Provide feedback to the product development team based on customer interactions.

● Regularly update CRM systems with relevant information and progress updates.

Requirements:-  

● 3 to 5 years of relevant experience in B2B sales — especially in:

○ SaaS / CRM / Software product companies

○ Travel Tech (DMCs, GDS, or supplier aggregators)

○ Enterprise or SMB sales to businesses (not end consumers)

● Experience in delivering product demos, preferably for B2B SaaS solutions.

● Bachelor’s/Master’s or MBA degree in Sales / Marketing / International Business / Travel & Tourism Management

● Must be fluent with tools like Google Meet, CRM, WhatsApp Business, and LinkedIn outreach

● Strong product demo skills, good spoken English, ability to explain value in simple business terms

Benefits:-

● Competitive salary and performance-based bonuses.

● Opportunity to work with a dynamic and innovative team in a fast-growing startup environment.

● Chance to work directly with CXOs and set up the core business development vertical for the organisation.

● Continuous learning and development opportunities.

Pre-Sales Associate – AI & Software Solutions

Company: ThorSignia LLP

Location: 1st Floor, 945, 5th Main Rd, 7th Sector, HSR Layout, Bengaluru, Karnataka 560102

Job Type: Full-time, Permanent

Work Mode: Work From Office

Experience: (Fresher)

About the Role

ThorSignia LLP is looking for a Pre-Sales Associate to work closely with our Business Development, Founder's Office, and Technical teams.

The role involves understanding client requirements, researching business problems, helping identify suitable technology solutions, and supporting the sales team in creating compelling proposals and presentations.

You will work at the intersection of business, sales, and technology, helping translate client requirements into clear solution concepts that our technical teams can evaluate and execute.

This is an ideal role for someone who enjoys understanding how businesses work, has an interest in technology, and can communicate technical concepts in a simple and business-friendly manner.

What You'll Do

Client & Requirement Understanding

Participate in discovery calls and client meetings with the sales team.

Understand client business processes, challenges, objectives, and technology requirements.

Ask relevant questions to identify the actual problem behind a client's request.

Document client requirements and translate them into clear solution briefs.

Identify opportunities where AI, software, automation, or digital solutions can create business value.

Solution Research & Pre-Sales Support

Research AI, software, SaaS, automation, and other technology solutions relevant to client requirements.

Work with technical teams to understand solution feasibility and possible approaches.

Assist in designing high-level solution concepts and workflows.

Compare potential technologies, tools, and approaches based on client requirements.

Support the sales team in explaining technical solutions to prospective clients.

Proposals & Presentations

Prepare proposals, presentations, solution documents, and scope summaries.

Create solution overviews that communicate technical concepts in a simple and understandable manner.

Assist in preparing quotations and commercial proposals where required.

Participate in client presentations and solution discussions.

Support the sales team in responding to client questions and requests for information.

Internal Collaboration

Work closely with Business Development and Sales teams to understand opportunities.

Coordinate with developers, AI engineers, and technical teams to validate proposed solutions.

Ensure client requirements are clearly communicated to the technical team.

Assist with smooth handover of requirements after a deal is closed.

Sales Enablement

Help create reusable proposal templates, solution documents, case studies, and presentations.

Maintain a library of ThorSignia's service offerings and solution capabilities.

Support the sales team with technical and solution-related information during the sales cycle.

Who We're Looking For

We're looking for someone who is:

Curious about technology and how businesses use it.

Comfortable speaking with clients and asking questions.

Good at understanding and explaining complex information.

Strong in written and verbal communication.

Comfortable working with both sales and technical teams.

Analytical and detail-oriented.

Proactive and willing to take ownership of tasks.

Interested in AI, software, automation, and emerging technologies.

Able to learn quickly in a fast-paced environment.

Qualifications

Bachelor's degree in IT, Computer Science, Business, Engineering, Marketing, or a related field.

1–3 years of experience in pre-sales, business analysis, IT consulting, solution consulting, technical sales, or a related client-facing role is preferred.

Experience in software, AI, SaaS, IT services, or technology consulting is an advantage.

Freshers with exceptional communication, analytical, and technology skills may be considered for the Pre-Sales Intern role instead.

Skills Required

Requirement Gathering

Client Communication

Solution Research

Pre-Sales & Solution Consulting

Proposal & Presentation Development

Business Analysis

Technical Documentation

Market & Technology Research

PowerPoint / Google Slides

Microsoft Office / Google Workspace

CRM & Sales Tools

Strong Written & Verbal Communication

Analytical & Problem-Solving Skills

Ability to understand AI and software concepts

Technology Exposure

Knowledge or interest in any of the following is an advantage:

Artificial Intelligence & Generative AI

LLMs & AI Applications

AI Automation

Software Development

SaaS Platforms

Web & Mobile Applications

APIs & Integrations

Cloud Technologies

AI Infrastructure

Business Process Automation

Data & Document Intelligence

Deep technical expertise is not mandatory. The ability to understand technology, learn quickly, and communicate its business value is more important.

What We Offer

Competitive salary.

Performance-based growth opportunities.

Direct exposure to founders, clients, and technical teams.

Hands-on experience with AI and software projects.

Opportunity to work across different industries and business problems.

Professional development and career growth.

Fast-paced and collaborative work environment.

Job Details

Job Type: Full-time, Permanent

Work Mode: Work From Office

Location: HSR Layout, Bengaluru

Experience: 1–3 years preferred

Education: Bachelor's degree preferred

Role Overview:

We are looking for a dynamic and articulate Pre-Sales Associate to be the first point of contact for our prospective customers. You will be responsible for lead qualification, understanding customer needs, product/service demo, proposal coordination and supporting the sales closure process.

Key Responsibilities:

1. Lead Management: Handle inbound leads from website, referrals, and social media. Qualify leads through initial calls and understand requirements of customers.

2. Client Need Analysis: Conduct discovery calls to understand expectations of the customer.

3. Pitch & Demo: Give initial presentation of our services to prospective customers virtually and in-person.

4. Proposal & Documentation: Coordinate with Research, Content and Design teams to prepare customized proposals, presentations, and MoUs.

5. CRM & Follow-ups: Maintain lead pipeline in CRM/Google Sheets, do regular follow-ups, and ensure timely closure support for the Sales Head.

6. Market Research: Track potential customers and create database of prospects state-wise.

7. Coordination: Work closely with Sales, Operations and Strategy teams for smooth handover after deal closure.

Required Skills & Qualifications:

- Excellent communication skills in English, Hindi and Kannada (Marathi/Telugu/Tamil is an added advantage)

- Strong presentation and interpersonal skills

- Proficiency in MS Office - PowerPoint, Excel, Google Suite

- Should be comfortable with targets and flexible with working hours.

Renumeration: Will be decided as per their assessment and interview and their earlier work experience if any.

About the Role

We are looking for a proactive and technology-focused Junior Presales Executive to support our business growth initiatives. The ideal candidate should have a strong understanding of modern IT technologies and possess excellent communication and presentation skills to engage with customers, understand business requirements, and demonstrate technology solutions.

This role involves interacting with clients, conducting solution presentations, participating in customer visits, and supporting the sales team in preparing technical proposals and demonstrations.

Key Responsibilities

• Participate in customer meetings and requirement-gathering sessions.
• Conduct technology demonstrations, solution showcases, and presentations for prospective clients.
• Assist in preparing proposals, solution documents, RFP/RFI responses, and statements of work.
• Work closely with technical teams to understand solution offerings and customer requirements.
• Support sales teams during client engagements and business discussions.
• Research customer environments and identify opportunities for technology-driven improvements.
• Prepare technical presentations, product comparisons, and value proposition documents.
• Maintain knowledge of emerging technologies and industry trends.
• Build relationships with customers and act as a trusted technology advisor during presales engagements.
• Coordinate with internal delivery teams to ensure proposed solutions align with customer requirements.

Required Skills

Technical Knowledge

Good understanding of one or more of the following:

• Microsoft 365
• Azure Cloud Services
• Cybersecurity & Compliance Solutions
• Networking Fundamentals
• Endpoint Management (Intune)
• Microsoft Defender
• SharePoint Online
• Power Platform
• SaaS and Cloud Technologies
• IT Infrastructure and Managed Services

Soft Skills

• Excellent verbal and written communication skills.
• Strong presentation and public speaking abilities.
• Customer-focused mindset.
• Professional appearance and business etiquette.
• Ability to explain technical concepts to non-technical audiences.
• Willingness to travel for customer meetings and technology events.

Qualifications

• Bachelor's degree in Information Technology, Computer Science, Engineering, or related field.
• 1-3 years of experience in Presales, IT Sales Support, Technical Consulting, or Solution Demonstration roles.
• Freshers with excellent technology knowledge and communication skills may also be considered.

What We Offer

• Exposure to cutting-edge technologies in Cloud, AI, Cybersecurity, and Digital Transformation.
• Opportunity to engage with enterprise customers across various industries.
• Career growth into Senior Presales, Solution Consulting, or Business Development roles.
• Hybrid work model with flexibility.
• Continuous learning and certification opportunities.

Preferred Attributes

• Confident in customer-facing situations.
• Passionate about technology and innovation.
• Ability to quickly learn new products and solutions.
• Strong organizational and documentation skills.
• Self-motivated and result-oriented professional.

Note: Candidates should be willing to commit to a minimum of 2 years of service after successful completion of probation, ensuring long-term career growth and mutual success.