Pre - Sales Solutions Engineer

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

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

Job Title: Sales Engineer

We are hiring a Sales Engineer to drive business growth by promoting and selling engineering products and technical solutions to industrial and commercial clients. The ideal candidate will combine technical knowledge with strong sales and relationship-building skills to understand customer requirements and recommend suitable solutions.

Key Responsibilities:

• Identify and develop new business opportunities through field visits and client meetings.
• Promote engineering products and provide technical product demonstrations.
• Understand customer requirements and prepare quotations and proposals.
• Negotiate contracts and close sales while ensuring customer satisfaction.
• Build and maintain long-term relationships with customers and channel partners.
• Coordinate with internal teams for order execution and after-sales support.
• Maintain accurate sales reports, customer records, and market feedback.
• Achieve assigned sales targets and contribute to business growth.

Requirements:

• Bachelor's degree in Mechanical, Electrical, Civil, Instrumentation Engineering, or a related field.
• 2–5 years of experience in technical or engineering sales (freshers with relevant technical knowledge may also apply).
• Strong communication, negotiation, and presentation skills.
• Ability to read technical drawings and specifications.
• Proficiency in MS Office and CRM software.
• Valid driving license and willingness to travel extensively for business development. 

Job description:

Job Title: Sales Engineer

We are looking for a motivated Sales Engineer to promote and sell engineering products and technical solutions to industrial and commercial customers. The role involves identifying new business opportunities, understanding customer requirements, preparing quotations, conducting product presentations, negotiating deals, and maintaining long-term client relationships.

Key Responsibilities:

Generate new business through field visits and customer interactions.

Promote engineering products and provide technical solutions.

Understand customer requirements and prepare quotations.

Build and maintain strong customer relationships.

Coordinate with internal teams for timely order execution.

Achieve monthly and quarterly sales targets.

Maintain sales reports and customer records.

Requirements:

Bachelor's degree in Mechanical, Electrical, Civil, Instrumentation Engineering, or a related field.

2–5 years of experience in technical/engineering sales (freshers with relevant knowledge may be considered).

Good understanding of industrial products and engineering systems.

Strong communication and negotiation skills.

Ability to read technical drawings and specifications.

Proficiency in MS Office and CRM tools.

Valid driving license and willingness to travel frequently.

Experience: 2–5 Years

Department: Sales & Marketing

Work Location: In person

License/Certification:

• work experience in sales engineering. (Required)

Work Location: In person

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.

Job Detail 

MSA Instruments is hiring Sales Engineers / Executives for business development and account management across Eastern India. As an Authorised Channel Partner for Siemens and Honeywell, we welcome both engineering graduates and commercially driven non-engineers who excel at field sales. If you have a passion for traveling, meeting factory clients, and closing business deals, we encourage you to apply.

Key Responsibilities & Duties

1. Managing Existing Customers

• Maintain Regular Contact: Keep in touch with our current factory clients, maintenance managers, and purchase teams through phone calls, messages, and regular site visits.
• Secure Repeat Orders: Check on their current inventory to secure recurring orders for replacement parts, upgrade tools, and consumables.
• Introduce Expanded Solutions: Show our current clients products that can further improve their factory efficiency or plant safety.

2. Bringing in New Customers

• Find New Buyers: Explore industrial zones to spot new manufacturing plants, upcoming factory setups, or workshops that need our systems.
• Make First Connections: Walk into, Email or Call new factories, to introduce our company’s product range, and connect with the right decision-makers (like Plant Heads or Purchase Officers).

3. Sales Strategy, Traveling, Deals & Deliveries

• Plan & Strategize: Plan your weekly and monthly sales schedule to ensure maximum territory coverage.
• Field Traveling: Frequently travel within your assigned industrial region to meet clients face-to-face and build strong field relationships.
• Conduct Product Demonstration Sessions: Organise online / offline product demo sessions for existing and / or new / potential customers.
• Create Price Quotations: Review what the customer needs and prepare clear, accurate price offers with support from the Inside Sales Team.
• Negotiate & Close Orders: Discuss discounts, payment terms, and delivery schedules with clients to finalize profitable sales orders.
• Coordinate Deliveries & Payments: Work with our logistics team to ensure items are delivered safely on time, and assist in completing the loop by helping the Accounts Receivable team in payment collection.

4. Customer Support & Problem Resolution

• Handle Product Issues: Act as the first point of contact if a client faces a problem with a delivered item or system.
• Resolve Conflicts Smoothly: Listen patiently to customer complaints regarding delays, wrong parts, or technical glitches, and coordinate with our the relevant OEM’s technical team to have the issue resolved quickly.
• Provide Basic Post-Sale Support: Ensure the client is satisfied with how the product is working and maintain a high level of customer trust.

5. Reporting & Updates

• Daily Sales Logging: Maintain a simple, clear record of your daily calls, client visits, and pending deals.
• Provide Progress Reports: Share regular weekly or monthly sales updates and field feedback with your manager

6. Market Awareness

• Understand the Market Landscape: Observe general industry preferences and note alternative instrumentation or automation setups commonly used across the territory.
• Track Industry Trends: Stay updated on standard market pricing, alternative product features, and common customer preferences in the region.

Key Skills Required for the Role

Part A: For Candidates WITH an Engineering Degree (Technical & Sales Skills)

Qualification: B.E. / B. Tech - (Instrumentation / Electronics / Electrical / Mechanical)

Technical Product Knowledge: Process Instrumentation, Industrial Automation, PLC, SCADA, VFD, Gas Detection Systems, Transmitters, Control Valves.

Engineering Tools & Data: Reading Engineering Drawings, Technical Datasheets, P&ID Diagrams, Technical Compliance, Tender Specifications.

Sales & Solution Design: Technical Sales, Engineering Sales, B2B Industrial Sales, Solution Pitching, ROI Calculation, Product Demonstration.

Part B: For Candidates WITHOUT an Engineering Degree (Commercial & Relationship Skills)

Qualification: B.Sc., B.A, B.Com, Diploma – (Instrumentation, Electronics & Telecommunication, Electrical)

Field Sales & Business Development: B2B Sales, Industrial Sales, Field Sales, Territory Mapping, Lead Generation, Cold Calling, Corporate Sales.

Account Management: Client Relationship Management, Customer Retention

Commercial Operations: Tender Process, GeM, Price Estimation, Commercial Quotations, Pricing Strategy, Contract Negotiation..

Roles & Responsibilities – Pre-Sales (Poly / Polycom & Aruba)

• Work closely with the sales team to understand customer requirements and propose suitable Poly (Polycom) collaboration solutions and Aruba networking solutions.
• Conduct customer meetings, technical discussions, requirement gathering, and solution discovery sessions for enterprise, education, healthcare, and corporate environments.
• Design end-to-end solutions for video conferencing, audio conferencing, Microsoft Teams Rooms, Zoom Rooms, wireless presentation, and unified communication environments using Poly products.
• Design Aruba-based networking solutions including Wi-Fi, switching, network security, SD-Branch, network access control, and cloud-managed networking.
• Prepare high-level and low-level solution architectures, bill of materials (BOM), compliance documents, and technical proposals.
• Provide technical support during RFIs, RFPs, tenders, and bid submissions, ensuring alignment with customer specifications.
• Deliver product demonstrations, proof of concepts (POCs), and technical presentations to customers and partners.
• Coordinate with OEMs, distributors, and internal teams for solution validation, pricing support, and technical clarifications.
• Assist in sizing, capacity planning, and interoperability assessments for collaboration and network infrastructure projects.
• Support the sales team in positioning competitive advantages of Poly and Aruba solutions against other OEMs.
• Ensure proposed solutions adhere to customer network standards, security policies, and industry best practices.
• Maintain updated knowledge of Poly collaboration portfolio, Microsoft Teams ecosystem, Zoom interoperability, Aruba Central, Aruba CX switches, Aruba wireless, and related technologies.
• Participate in technical workshops, partner enablement programs, and OEM certification activities.
• Provide post-proposal technical clarification and support during project handover to the implementation team.
• Track opportunities, maintain technical documentation, and update CRM/pre-sales activity records as required.

Provide technical and sales support to channel partners and customers

Conduct product demos, installations, and site visits

Drive lead generation through events, application-based marketing, and new product initiatives

Build and manage strong relationships with electrical channel partners

Support channel onboarding and development

Handle customer and internal queries efficiently

Prepare product comparisons and competitor analysis

Track lead pipeline vs forecast and support conversions

Gather market insights and competitor information

Territory:

1. Regional coverage within overnight travel distance from base location

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 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.