PreSales Consultant

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.

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

• 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.

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 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

Key Responsibilities

1. Solutioning & Proposal Development

•   Partner with Senior SMEs and Practice Leads to design end-to-end Data & AI solutions for client pursuits — contributing to structure, content, and commercial framing.

•   Build client proposals, solution documents, and program structures that are well-organized, accurate, and ready to use without significant rework.

•   Translate client requirements into structured, outcome-oriented learning journeys — adoption, capability uplift, and measurable business outcomes, not just module lists.

•   Support customized offerings across Data Engineering, AI / ML, and GenAI and Agentic AI tracks; help assemble pursuits from existing accelerators rather than rebuilding from scratch.

2. Client Engagement Support

•   Participate in client discussions, discovery calls, and requirement-gathering sessions — capture context with the rigour that makes the next conversation sharper.

•   Convert business needs into solution frameworks and delivery models with guidance from Senior SMEs; document customer priorities so Practice and Sales can act on them.

•   Support pitch decks, case studies, and success stories — buyer-specific, visually clean, and aligned to how the customer thinks about their own problem.

•   Stay engaged through the proposal cycle and handoff to delivery; ensure no requirement gets lost between discovery and execution.

3. Content & Program Structuring

•   Assist in designing curriculum outlines, learning journeys, and hands-on lab structures that hold up against real-world enterprise contexts.

•   Work with internal and external SMEs to ensure content aligns with current industry trends, real use cases, and business outcomes — not generic technology overviews.

•   Maintain a library of reusable program structures, slide assets, and case study inserts; flag gaps in the existing content library proactively.

4. Research & Market Intelligence

•   Track trends across the AI / GenAI / LLM ecosystem and Data Engineering & Analytics — translate findings into usable inputs for outreach, pitching, and offering design.

•   Identify new solution opportunities and product ideas based on market signals, customer asks, and competitor moves.

•   Benchmark StackRoute's offerings against competitors; surface gaps and differentiation angles for Senior SMEs and Practice Leads to act on.

5. Internal Collaboration

•   Work fluidly with Delivery, Sales, and external SMEs to ensure solutions designed on paper actually work in delivery — surface feasibility risks early, not late.

•   Coordinate inputs across Practice teams during pursuit cycles; hand off to delivery with documentation that captures customer commitments and success metrics.

Must Have Technical & Functional Skills

•   Good understanding of terminologies in Data Engineering (ETL, pipelines, data lakes), Data Analytics & BI concepts, and Machine Learning fundamentals, AI tools ( not technical expertise but L1-L2 knowledge should be present from application standpoint).

•   Awareness of GenAI / LLM vocabulary — prompt engineering, RAG, APIs — with enough depth to hold a credible first conversation with a technical stakeholder.

•   Strong PowerPoint skills (client-ready decks), Excel for effort estimation and costing basics, and structured documentation — proposals, SoWs, one-pagers.

•   Strong problem-solving and structured thinking — breaks complex requirements into clear, communicable solutions.

•   Comfortable communicating with both technical and non-technical stakeholders; good storytelling and presentation instincts; understanding of L&D context is a plus.

Qualifications & Experience

Required:

•   5-15 years in the education products, or in solutioning, pre-sales, or consulting roles with exposure of 3-5 years in Data/AI/Analytics.

•   Bachelor's or Master's in Computer Science, Data Science, Engineering, or a related discipline.

Nice to Have competences:

•   Prior pre-sales, proposal writing, or design development experience.

•   Certifications in cloud, data, or AI platforms (AWS, Azure, GCP, or model-provider certifications).

Core Competencies

·      Structured Thinking: Organises ambiguous client and technical inputs into logical, buyer-relevant narratives. Builds proposals that flow from problem to solution.

·      Solution Articulation: Translates Data & AI capabilities into crisp, persona-specific stories. Adapts the pitch for a CTO, L&D Head, or BU Head without losing substance.

·      Research & Synthesis: Gathers and distils large volumes of information into sharp, usable outputs. Knows what to include and what to leave out.

·      Written Communication: Writes a tight brief, a clean slide, and a clear email. Adapts register from internal working notes to buyer-facing collateral.

·      Curiosity & Learning Agility: Picks up new tools, concepts, and sectors quickly. Tracks AI / GenAI shifts proactively rather than waiting to be told what to read.

·      Bias for Action: Ships a useful 10-slide deck on time rather than a polished 20-slide deck that's late. Comfortable with iteration over perfection.

Presales Engineer – Cloud & AI — Comprinno, Bangalore (3–5 yrs experience)

Role: Bridges Sales, Solution Architects, Data & AI, and Delivery teams — shaping technical solutions, driving discovery conversations, and translating customer needs into cloud/AI architectures.

Core responsibilities:

• Customer discovery workshops, cloud assessments, and migration readiness evaluations
• Cloud transformation consulting (migration, modernization, DevOps, security, DR) using AWS frameworks (MAP, WAFR, FTR)
• AI/GenAI solution consulting — identifying use cases for GenAI, AI Assistants, Agentic AI, conversational AI
• Building technical proposals, architecture diagrams, SOWs, RFP/RFI responses
• Supporting PoCs, demos, and technical validations
• Customer-facing engagement, thought leadership (blogs, webinars, case studies)
• Maintaining reusable presales assets and knowledge repositories
• Travel for customer meetings/workshops as needed

Must-have qualifications:

• Bachelor's in CS/IT/Engineering or related
• Strong AWS knowledge (compute, networking, storage, security, databases)
• Kubernetes, containerization, cloud-native architecture, DevOps, IaC (Terraform/CloudFormation)
• GenAI concepts: LLMs, prompt engineering, RAG, AI assistants, Agentic AI
• Familiarity with Bedrock, SageMaker, Amazon Q; LangChain, LangGraph, CrewAI, OpenAI/Anthropic APIs
• AWS Solutions Architect – Associate Certification (mandatory)
• Strong communication/stakeholder management

Nice-to-have: AWS specialty certs (Security, ML, Networking, DevOps Pro), compliance knowledge (ISO 27001, SOC 2, HIPAA), MBA, published thought leadership.

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

We’re looking for a closer/sales expert. You’ll be taking around 5 to 6 thirty-minute calls each workday with potential clients, to help them make the decision of whether to enroll in our product (a coaching program that helps them land a job in management consulting). All calls are inbound. This job is 100% remote. Work hours are flexible and & you can build your schedule how you want. You have autonomy. The role is based on quick conversations, where you get to give your insights and help people make the right choice. It will be a commission heavy role (less base, more commissions).