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

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

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

Role Overview:

We are looking for a detail-oriented and proactive Pre-Sales & Tendering Specialist to support business growth across Government and Public Sector clients. The role involves managing end-to-end tendering activities, preparing high-quality proposals, and working closely with sales, technical, and leadership teams to ensure successful bid submissions.

Key Responsibilities:

● Identify and track relevant government tenders, RFPs, RFQs, and EOIs through portals and other sources

● Analyze tender documents, eligibility criteria, and technical requirements

● Prepare and submit comprehensive bid responses, including technical and commercial proposals

● Coordinate with internal teams (sales, legal, finance, delivery) for inputs and documentation

● Manage complete tender lifecycle – from opportunity identification to submission and follow-ups

● Ensure all submissions are compliant with government norms, documentation standards, and deadlines

● Prepare presentations, case studies, and supporting documents for bid submissions

● Maintain a repository of standard documents, credentials, certifications, and past proposals

● Handle vendor registrations, empanelment processes, and portal management (GeM, CPPP, state portals, etc.)

● Track bid status, clarifications, and post-submission communication with departments

Key Requirements:

● 4–8 years of experience in pre-sales / bid management/tendering, preferably in Government or Public Sector projects

● Strong understanding of government procurement processes and tendering frameworks

● Experience working with portals like GeM, CPPP, eProcurement systems, and state tender portals

● Excellent skills in proposal writing, documentation, and coordination ● Ability to manage multiple bids under tight timelines

● Strong attention to detail and compliance orientation

● Good communication and stakeholder management skills

Position: Corporate Sales (Direct B2B)

Location : Mumbai

Experience: 6 to 12 years

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while expanding Insurance Brokers & presence in the commercial insurance market. The role is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations, and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry preferred.

Required Skills & Competencies

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.

• 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.

Position: Corporate Sales (Direct B2B)

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while

expanding Mahindra Insurance Brokers' presence in the commercial insurance market. The role

is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue

and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas

within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations,

and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account

value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing

solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy

structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management;

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy

portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and

bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and

statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications:

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience:

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk

Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry

preferred.

Required Skills &Competencies:

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.