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Presales Executive at Optisol Business Solutions Pvt Ltd · Chennai · 2 - 4 years · ₹5L - ₹7L / yr · Posted 7 Sep 2026

Optisol Business Solutions Pvt Ltd's logo

Presales Executive

Oviya J's profile picture
Posted by Oviya J
2 - 4 yrs
₹5L - ₹7L / yr
Chennai
Skills
Presales
Proposal management
Request for proposal
Technical Writing
Bid management

🚀 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.

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About Optisol Business Solutions Pvt Ltd

Founded :
2008
Type :
Services
Size :
100-1000
Stage

About

Optisol Business is one of the leading e-business, web development company in Chennai, India. We are specializing in PHP, Java, mobile app development, Ruby on Rails
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Krishnaveni Hemanthkumar
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Experience: (Fresher)


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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.


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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.

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Curious about technology and how businesses use it.

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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.

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

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Requirement Gathering

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Web & Mobile Applications

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What We Offer

Competitive salary.

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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


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  • Willingness to travel for customer meetings and technology events.

Qualifications

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  • Ability to quickly learn new products and solutions.
  • Strong organizational and documentation skills.
  • Self-motivated and result-oriented professional.


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We are looking for a dynamic and customer-focused Presales Engineer – Cloud & AI to support our Cloud Transformation, Modernization, Managed Services, and AI/GenAI practices.

This role is pivotal in shaping technical solutions for prospective customers, driving value-based conversations, and bridging the gap between customer challenges and Comprinno's cloud and AI capabilities.

As a Presales Engineer – Cloud & AI, you will work closely with Sales, Solution Architects, Data & AI teams, and Delivery teams to understand customer requirements, design high-level solutions, and articulate how Comprinno's offerings can accelerate digital transformation and business outcomes.

This is a high-impact role that combines cloud solutioning, technical consulting, AI awareness, customer engagement, and presales excellence.

Key Responsibilities

Customer Discovery & Solutioning

  • Engage with prospective customers to understand business objectives, technical challenges, and transformation goals.
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Cloud Transformation Consulting

  • Support customer initiatives across:
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  • Managed Services
  • Security & Compliance
  • Resilience & Disaster Recovery
  • Conduct cloud assessments and migration readiness evaluations.
  • Prepare cloud cost estimates, modernization roadmaps, and optimization recommendations.
  • Leverage AWS programs and frameworks such as:
  • Migration Acceleration Program (MAP)
  • AWS Well-Architected Framework (WAFR)
  • Foundational Technical Review (FTR)

AI & GenAI Solution Consulting

  • Identify opportunities for AI, GenAI, and Agentic AI adoption within customer environments.
  • Participate in AI discovery workshops and business value discussions.
  • Support solution design for AI-powered applications leveraging AWS AI services.
  • Collaborate with Data & AI teams to position analytics, machine learning, and Generative AI offerings.
  • Assist customers in identifying suitable use cases for:
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  • Knowledge Management Solutions
  • Intelligent Automation
  • Conversational AI

Proposal Development & Technical Presales

  • Collaborate with Solution Architects to create:
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  • Architecture Diagrams
  • Effort Estimates
  • Statements of Work (SOWs)
  • Technical Responses to RFPs/RFIs
  • Present solutions, recommendations, and technical approaches to customer stakeholders.
  • Support Proof of Concepts (PoCs), demonstrations, and technical validations.
  • Participate in technical reviews and solution walkthroughs.

Customer Engagement & Thought Leadership

  • Attend customer meetings jointly with Sales teams to provide technical expertise.
  • Build credibility and trust with customer technical and business stakeholders.
  • Contribute to webinars, workshops, technical presentations, and customer-facing events.
  • Write blogs, case studies, solution briefs, and technical content that supports business growth.
  • Maintain an active presence in cloud and AI communities.

Collaboration & Knowledge Management

  • Collaborate with Delivery teams to ensure smooth handover and alignment between presales and execution.
  • Maintain reusable presales assets, templates, assessment frameworks, and knowledge repositories.
  • Continuously stay updated on AWS services, AI advancements, partner programs, and emerging technology trends.
  • Contribute to internal capability building and knowledge-sharing initiatives.

Travel & Customer Interaction

  • Travel as required for customer meetings, workshops, assessments, events, and strategic engagements.
  • Represent Comprinno professionally during all customer-facing interactions.

Required Qualifications & Skills

  • Bachelor's degree in Computer Science, Information Technology, Engineering, or a related field.
  • 3–5 years of experience in Presales, Solution Consulting, Cloud Consulting, Technical Sales, or related customer-facing roles.
  • Strong understanding of AWS cloud services across:
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  • Networking
  • Storage
  • Security
  • Databases
  • Knowledge of cloud migration and modernization frameworks such as AWS MAP.
  • Familiarity with AWS cloud assessment tools including Migration Evaluator and AWS Well-Architected Tool.
  • Understanding of:
  • Kubernetes
  • Containerization
  • Cloud-Native Architectures
  • DevOps Practices
  • Hands-on exposure to Infrastructure as Code using Terraform or CloudFormation.
  • Ability to create:
  • Solution Documents
  • Architecture Diagrams
  • Technical Proposals
  • Effort Estimates
  • Statements of Work
  • Understanding of Generative AI concepts including:
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  • Retrieval-Augmented Generation (RAG)
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  • Agentic AI Concepts
  • Familiarity with AWS AI services such as:
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  • Amazon SageMaker
  • Amazon Q
  • AWS Solutions Architect – Professional Certification.
  • Experience positioning AI, GenAI, Analytics, or Data Engineering solutions.
  • Familiarity with AI frameworks such as:
  • LangChain
  • LangGraph
  • CrewAI
  • OpenAI APIs
  • Anthropic APIs
  • Strong communication, presentation, and stakeholder management skills.
  • Experience conducting AI assessments, GenAI workshops, or AI proof-of-concepts.
  • Experience contributing to webinars, blogs, case studies, or technical marketing content.
  • AWS Solutions Architect – Associate Certification (Mandatory).
  • Customer-centric mindset with strong problem-solving abilities.

Desired Qualifications & Skills

  • AWS Specialty Certifications such as:
  • Security Specialty
  • Advanced Networking Specialty
  • Machine Learning Specialty
  • DevOps Engineer Professional
  • Understanding of compliance frameworks such as:
  • ISO 27001
  • SOC 2
  • HIPAA
  • MBA or equivalent business qualification.
  • Contributions to industry blogs, webinars, conferences, technical communities, or open-source initiatives.

What We're Looking For

  • Strong consulting mindset with the ability to understand customer business challenges.
  • Excellent communication and presentation skills.
  • Ability to balance technical depth with business value articulation.
  • Passion for cloud technologies, AI, and emerging innovation.
  • Collaborative team player who can work across Sales, Architecture, Delivery, and Product teams.
  • High ownership and accountability.
  • Curiosity and continuous learning mindset.
  • Willingness to travel and work from customer locations across India and internationally as required by project engagements.

What Success Looks Like

  • Consistently contributes to qualified pipeline creation and deal progression.
  • Produces high-quality proposals, architecture recommendations, assessments, and Statements of Work.
  • Builds credibility with customers through strong technical consulting and solution design.
  • Successfully supports closure of Migration, Modernization, Managed Services, Security, and AI opportunities.
  • Develops reusable presales assets, assessment frameworks, and solution accelerators.
  • Contributes to thought leadership through blogs, webinars, technical presentations, and customer-facing content.
  • Continuously expands expertise in AWS, Cloud, AI, and emerging technologies.

Why Join Comprinno

  • Work at the forefront of Cloud, AI, and AWS innovation with one of the leading AWS Partners in APJ.
  • Be part of real transformation initiatives involving Migration, Modernization, DevOps, Security, Managed Services, and Generative AI.
  • Collaborate directly with enterprise customers and influence strategic technology decisions.
  • Accelerate your growth through AWS certifications, mentorship, and hands-on customer engagements.
  • Contribute to innovative solutions including Tevico and future AI-powered offerings.
  • Build thought leadership through webinars, blogs, events, and community participation.
  • Join a collaborative, high-performance culture that values ownership, innovation, and continuous learning.
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Bengaluru (Bangalore), Mumbai
2 - 10 yrs
Best in industry
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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?

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  • Identify implementation risks, dependencies, and constraints early in the sales cycle.
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  • Create clear solution documentation, requirement specifications, process flows, and implementation notes.
  • Provide structured customer feedback to Product teams to support future product enhancements.
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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.
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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.
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Anwesha GuhaRoy
Posted by Anwesha GuhaRoy
Bengaluru (Bangalore)
3 - 8 yrs
₹15L - ₹26L / yr
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Solution architecture
skill iconAmazon Web Services (AWS)
Google Cloud Platform (GCP)

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.

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Jyotipuspa Mohanty
Posted by Jyotipuspa Mohanty
Bengaluru (Bangalore)
0 - 3 yrs
₹3L - ₹5L / yr
Effective communication
Lead Generation
Presales
SAP CRM
Customer Retention
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Greetings from leadrat!

We are thrilled to announce an exciting career opportunity at leadrat, a pioneering SaaS CRM tool developed by Dhinwa Solutions Private Limited. Our innovative product is revolutionizing the real estate industry by integrating intelligence and business growth solutions.

We are actively seeking dynamic and motivated Pre sales Executive to join our team.


Job Title: Pre sales Executive

Company: leadrat(Dhinwa Solutions Private Limited)

Website: https://leadrat.com/

Location: Bangalore

Employment Type: Full-Time


Job Summary:

We are seeking a dynamic and motivated Pre-Sales Executive to join our team. The ideal candidate will play a key role in lead generation, customer engagement, and supporting our sales team. Strong communication skills in both Hindi and English, experience with cold calling, lead generation, and CRM tools are essential for this role.


Key Responsibilities:

  • Conduct outbound calls to prospective customers to generate leads and identify opportunities.
  • Understand customer needs and propose relevant solutions effectively.
  • Manage and maintain the lead database using CRM tools.
  • Collaborate with the sales team to ensure seamless transition and follow-up on leads.
  • Achieve and exceed daily, weekly, and monthly lead generation targets.
  • Communicate fluently and professionally in Hindi and English to engage customers effectively.


Required Skills and Qualifications:

  • Proven experience in cold calling and lead generation.
  • Proficiency in using CRM tools for lead management and reporting.
  • Excellent verbal and written communication skills in both Hindi and English.
  • Strong interpersonal skills with the ability to build rapport with customers.
  • Self-motivated, goal-oriented, and a team player.


Preferred Qualifications:

  • Bachelor’s degree in Business, Marketing, or a related field.
  • Experience in the Real estate domain is a plus.


Why Join Us?

  • Opportunity to work with a dynamic and innovative team.
  • Career growth and development in a fast-paced environment.
  • Competitive compensation and benefits.


If you meet the qualifications and are excited to contribute to our success, we would love to hear from you!

 

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Arjun Singh
Posted by Arjun Singh
Bengaluru (Bangalore)
3 - 8 yrs
₹10L - ₹30L / yr
Salesforce
cicd
Presales
Technical sales

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


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HR swati
Posted by HR swati
Jaipur
1 - 3 yrs
₹3L - ₹5L / yr
SaaS
Hubspot
Communication Skills
Product demonstration

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

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Milan Kumari
Posted by Milan Kumari
Bengaluru (Bangalore)
1 - 2 yrs
₹2.5L - ₹3L / yr
Sales
Marketing
Business Development
New business development

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.

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