Pre Sales Specialist

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.

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.

🚀 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.

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

Strong Senior Solutions Engineer (Pre-Sales) Profile

2

Mandatory (Experience 1) – Must have 5+ years of overall experience, with at least 3 years in a customer-facing Pre-Sales / Solutions Engineering role within a B2B SaaS company.

3

Mandatory (Experience 2) – Must have spent the last 3 years continuously in a Solutions Engineer, Solutions Consultant, Pre-Sales Engineer, Product Specialist, or similar Pre-Sales role. Avoid Post-Sales/Implementation profiles.

4

Mandatory (Experience 3) –Must have hands-on experience conducting technical discovery sessions, product demos, proof-of-concepts (POCs), preparing business case documents, and responding to RFPs for enterprise or mid-market customers.

5

Mandatory (Experience 4) – Must have led or co-owned sales cycles for $50K+ ACV opportunities for at least 2 years, where selling $50K+ ACV deals was the core sales motion.

6

Mandatory (Experience 5) –Must have hands-on experience in solutioning, configuring, and delivering technical demonstrations of SaaS products, while partnering closely with Account Executives to drive deal closure.

7

Mandatory (Experience 6) – Must possess a strong understanding of APIs, SaaS architecture, integrations, and technical solution design, with the ability to engage confidently with technical stakeholders and CXOs.

8

Mandatory (Company) – Must currently be working in a B2B SaaS product company. (Avoid High Radius)

9

Mandatory (Graduation Year) – Candidates should have graduated in 2021 or earlier.

10

Mandatory (CTC) – Candidates' current CTC should be between ₹18L and ₹25L.

11

Preferred (Experience 1) – Must have worked primarily with US customers, with significant experience supporting North American sales cycles.

12

Preferred (Experience 2) - Experience using CRM tools (Salesforce, HubSpot, etc.) to manage opportunities, customer engagements, and sales pipelines.

13

Preferred (Experience 3) – Experience in FinTech domains such as billing, accounting, or revenue recognition systems (e.g., invoices, contracts, receivables, pricing models).

14

Preferred (Experience 4) - Experience working with Enterprise and Mid-Market customers, including direct interactions with CXO-level stakeholders.

Kris Kross Software is looking for an experienced and results-driven Software Sales Professional with 5–6 years of experience in software, SaaS, or IT solution sales and hands-on experience using CRM tools.

Key Responsibilities

• Generate and qualify new business leads
• Conduct software product demonstrations
• Manage the complete sales cycle from prospecting to closure
• Follow up with prospects and achieve sales targets
• Build and maintain strong client relationships
• Manage leads and opportunities using CRM software
• Use AI-powered sales tools to improve productivity and customer engagement

Requirements

• 5–6 years of experience in Software Sales, SaaS Sales, or IT Solution Sales
• Hands-on experience with CRM software
• Strong communication, presentation, negotiation, and closing skills
• Experience in lead generation, client demonstrations, and sales closure
• Self-motivated, target-oriented, and capable of working independently

Preferred Skills: Software Sales | SaaS Sales | CRM | Business Development | Lead Generation | B2B Sales | Software Demo | Client Acquisition | Sales Clo

• 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.

Job Description – Pre Sales Executive 

Location: Kumaraswamy Layout, Bengaluru 

Industry: IT Services & Digital Solutions 

Salary Package: ₹2.5 LPA – ₹5 LPA (incentive) 

About the Company 

We are a fast-growing IT services company specializing in Website Development, Software & Mobile App Development, ERP, CRM & Billing Software, along with Digital Marketing Services such as SEO, Google Ads, Meta Ads, and Social Media Marketing. We work with schools, colleges, SMEs, startups, and enterprises to deliver scalable digital solutions. 

Role Overview 

We are looking for a Pre Sales Executive – Inside Pre-Sales to support client acquisition and business growth for our Website Development, Mobile App Development, Software Solutions, ERP, CRM, and Digital Marketing services. This is an inside sales role focused on lead generation, cold calling, client qualification, follow-ups, and scheduling meetings for the field/closing sales team. 

Key Responsibilities 

● Generate leads through cold calling, database calling, LinkedIn, and inbound inquiries 

● Make outbound calls to potential clients and explain company IT services 

● Understand client requirements and qualify prospects 

● Schedule meetings or product demos for the sales team 

● Follow up consistently to nurture leads 

● Maintain accurate records of calls, leads, and follow-ups in CRM 

● Achieve daily, weekly, and monthly calling and lead generation targets 

● Coordinate with sales and technical teams for smooth handover of qualified leads 

● Maintain professional communication with prospects 

Required Skills & Qualifications 

● Bachelor’s degree in Business, Marketing, IT, or related to sales 

● 1–5 years of experience in sales / IT sales / B2C sales 

● Strong communication, negotiation, and presentation skills 

● Basic understanding of IT services, software, website, application development, ERP/CRM, and digital marketing 

● Self-driven, target-oriented 

● Ability to handle objections and close deals effectively 

Preferred Candidate Profile 

● Experience in IT services, software sales, ERP/CRM, or digital marketing sales 

What We Offer 

● Competitive salary ₹2.5 LPA – ₹5 LPA (incentive) 

● Attractive performance-based incentives & commissions 

● Career growth opportunities in a fast-growing IT company 

● Hands-on exposure to multiple IT and digital products 

● Supportive team and learning-oriented work environment 

Job Type: Full-time 

Pay: ₹20,000.00 - ₹25,000.00 per month 

Benefits: 

Provident Fund 

Work Location: In person

Job Description

Job Title: Sales Representative – IT / B2B SaaS

Location: Mumbai, India (Hybrid / On-site)

Employment Type: Full-time

Experience Level: 3+ Years

Department: Sales & Business Development

About the Role

We are seeking an ambitious, results-driven Sales Representative with a proven track record in B2B IT / SaaS Sales to join our team in Mumbai. In this role, you will manage end-to-end sales cycles — driving outbound prospecting, qualifying inbound leads, conducting product demonstrations, and closing deals. If you are proactive, thrive in a target-driven environment, and excel at translating technical value into clear business ROI for decision-makers, we'd love to connect.

This role requires hands-on field sales experience — you should be comfortable meeting clients in person, conducting on-site visits, and closing deals face-to-face in addition to remote/virtual selling.

Key Responsibilities

• Pipeline Generation & Prospecting: Execute strategic outbound outreach (cold emailing, LinkedIn networking, cold calling, and in-person field visits) targeting mid-market and enterprise decision-makers (CTOs, CIOs, Heads of Sales/Marketing, Founders).
• Inbound Lead Conversion: Promptly engage, qualify, and convert marketing-generated inbound leads into active sales opportunities.
• Product Discovery & Demo: Conduct consultative discovery calls and on-site/in-person product walkthroughs to identify prospect pain points and deliver tailored demos.
• Field Sales & Client Visits: Travel for client meetings, site visits, and relationship-building activities within Mumbai and surrounding regions as required.
• Negotiation & Closing: Build commercial proposals, lead contract negotiations, manage objection handling, and consistently close deals to meet/exceed quarterly quota targets.
• CRM & Pipeline Hygiene: Maintain accurate and up-to-date records of all deals, activities, and forecasts in the CRM (e.g., HubSpot / Salesforce).
• Market Feedback: Work closely with Marketing and Product teams to share customer feedback, competitive insights, and market trends.

Key Qualifications & Skills

• Education: B.Tech / B.E. graduate is mandatory. (A technical/engineering background helps in translating product capability into client-facing business value.)
• Experience: Minimum 3+ years of direct selling experience in B2B Tech / IT Services / SaaS, with demonstrated field sales exposure (on-site client visits, in-person demos/negotiations — not purely remote/inside sales).
• Proven Track Record: Demonstrated history of consistently meeting or exceeding individual sales quotas and pipeline generation targets.
• Sales Acumen: Strong grasp of consultative and solution-selling methodologies (e.g., MEDDPICC, BANT, SPIN).
• Communication: Exceptional verbal, written, presentation, and active listening skills.
• Mindset: Highly self-motivated, resilient, comfortable with ambiguity, willing to travel locally for client meetings, and able to work independently.
• Location: Based in or willing to relocate to Mumbai.