Presales Executive at Whrrl · Mumbai · 0 - 2 years · ₹1L - ₹4.5L / yr · Raised funding · Posted 22 Jul 2022
variable tasks will include working with department members in the creation of best
practices processes
The Pre Sales Executive will manage, develop and deliver Presales/solutions offerings for
Whrrl Solutions (System Integration, Professional Services, etc.).
Assists the CEO; leads him in delivering state-of-the-art proposals that contribute to
achieving the Whrrl sales plan.
Demonstrate strong proposal and PowerPoint skills and expertise. . The role requires
working closely with client-facing professionals and the ability to provide strategic pursuit
guidance, develop compliant proposal structures, outlines, and high-quality final
deliverables that meet Whrrl brand styles.
The Pre Sales Manager may be expected to provide “just-in-time” proposal processes, best
practices, tools, and other proposal guidelines.
Be expected to exercise highly-skilled competencies relating to mining, validating, and use
of reusable proposal content. The ability to create a new proposal and edit/repurpose
collateral originally developed
Responsibilities:
• Manages to build and deliver promptly, documents to address requests, such as
proposals, or quotations from Whrrl’s prospects /clients/govt
• Draw on industry expertise, bid standards, best practices, and resources, while
guiding Whrrl teams in the development of; clear competitive differentiators,
win strategies and themes, compelling Executive Summaries, high-quality
proposals & value propositions
• Effectively facilitate, manage, and support each proposal process phase,
including Kick off, onboarding, and delivery.
• Assists the CEO in promoting the solution in its product, service, and business
aspects during client meetings, or conference calls. Participates in the definition
of the solution and sales strategy to approach specific prospects and close deals
Candidate Qualifications, Education, Experience, Characteristics:
• A minimum of 2-3 years’ government Agri business proposal
knowledge/experience – preferably in the agribusiness -warehouse – and
related PaaS technologies
• Strong interpersonal and communication skills and the ability to create .foster
and expedite business proposals to Bank, and NBFC financial institutions and
work effectively with a wide range of contributing areas -
• Ability to create, compose, and edit excellent high-quality written materials,
and compelling proposals, that showcase Whrrl’s offerings, while under timing
pressure
• Knowledgeable of business operations, technology, legal and contract terms,
pricing and compliance, quality assurance, and business communications
• Action/Results Oriented: Holds themself accountable. Pursues excellence.
Focuses on the outcome

Similar jobs (9)
🚀 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 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
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!
Pre-Sales Associate – AI & Software Solutions
Company: ThorSignia LLP
Location: 1st Floor, 945, 5th Main Rd, 7th Sector, HSR Layout, Bengaluru, Karnataka 560102
Job Type: Full-time, Permanent
Work Mode: Work From Office
Experience: (Fresher)
About the Role
ThorSignia LLP is looking for a Pre-Sales Associate to work closely with our Business Development, Founder's Office, and Technical teams.
The role involves understanding client requirements, researching business problems, helping identify suitable technology solutions, and supporting the sales team in creating compelling proposals and presentations.
You will work at the intersection of business, sales, and technology, helping translate client requirements into clear solution concepts that our technical teams can evaluate and execute.
This is an ideal role for someone who enjoys understanding how businesses work, has an interest in technology, and can communicate technical concepts in a simple and business-friendly manner.
What You'll Do
Client & Requirement Understanding
Participate in discovery calls and client meetings with the sales team.
Understand client business processes, challenges, objectives, and technology requirements.
Ask relevant questions to identify the actual problem behind a client's request.
Document client requirements and translate them into clear solution briefs.
Identify opportunities where AI, software, automation, or digital solutions can create business value.
Solution Research & Pre-Sales Support
Research AI, software, SaaS, automation, and other technology solutions relevant to client requirements.
Work with technical teams to understand solution feasibility and possible approaches.
Assist in designing high-level solution concepts and workflows.
Compare potential technologies, tools, and approaches based on client requirements.
Support the sales team in explaining technical solutions to prospective clients.
Proposals & Presentations
Prepare proposals, presentations, solution documents, and scope summaries.
Create solution overviews that communicate technical concepts in a simple and understandable manner.
Assist in preparing quotations and commercial proposals where required.
Participate in client presentations and solution discussions.
Support the sales team in responding to client questions and requests for information.
Internal Collaboration
Work closely with Business Development and Sales teams to understand opportunities.
Coordinate with developers, AI engineers, and technical teams to validate proposed solutions.
Ensure client requirements are clearly communicated to the technical team.
Assist with smooth handover of requirements after a deal is closed.
Sales Enablement
Help create reusable proposal templates, solution documents, case studies, and presentations.
Maintain a library of ThorSignia's service offerings and solution capabilities.
Support the sales team with technical and solution-related information during the sales cycle.
Who We're Looking For
We're looking for someone who is:
Curious about technology and how businesses use it.
Comfortable speaking with clients and asking questions.
Good at understanding and explaining complex information.
Strong in written and verbal communication.
Comfortable working with both sales and technical teams.
Analytical and detail-oriented.
Proactive and willing to take ownership of tasks.
Interested in AI, software, automation, and emerging technologies.
Able to learn quickly in a fast-paced environment.
Qualifications
Bachelor's degree in IT, Computer Science, Business, Engineering, Marketing, or a related field.
1–3 years of experience in pre-sales, business analysis, IT consulting, solution consulting, technical sales, or a related client-facing role is preferred.
Experience in software, AI, SaaS, IT services, or technology consulting is an advantage.
Freshers with exceptional communication, analytical, and technology skills may be considered for the Pre-Sales Intern role instead.
Skills Required
Requirement Gathering
Client Communication
Solution Research
Pre-Sales & Solution Consulting
Proposal & Presentation Development
Business Analysis
Technical Documentation
Market & Technology Research
PowerPoint / Google Slides
Microsoft Office / Google Workspace
CRM & Sales Tools
Strong Written & Verbal Communication
Analytical & Problem-Solving Skills
Ability to understand AI and software concepts
Technology Exposure
Knowledge or interest in any of the following is an advantage:
Artificial Intelligence & Generative AI
LLMs & AI Applications
AI Automation
Software Development
SaaS Platforms
Web & Mobile Applications
APIs & Integrations
Cloud Technologies
AI Infrastructure
Business Process Automation
Data & Document Intelligence
Deep technical expertise is not mandatory. The ability to understand technology, learn quickly, and communicate its business value is more important.
What We Offer
Competitive salary.
Performance-based growth opportunities.
Direct exposure to founders, clients, and technical teams.
Hands-on experience with AI and software projects.
Opportunity to work across different industries and business problems.
Professional development and career growth.
Fast-paced and collaborative work environment.
Job Details
Job Type: Full-time, Permanent
Work Mode: Work From Office
Location: HSR Layout, Bengaluru
Experience: 1–3 years preferred
Education: Bachelor's degree preferred
About the Role
We are looking for a proactive and technology-focused Junior Presales Executive to support our business growth initiatives. The ideal candidate should have a strong understanding of modern IT technologies and possess excellent communication and presentation skills to engage with customers, understand business requirements, and demonstrate technology solutions.
This role involves interacting with clients, conducting solution presentations, participating in customer visits, and supporting the sales team in preparing technical proposals and demonstrations.
Key Responsibilities
- Participate in customer meetings and requirement-gathering sessions.
- Conduct technology demonstrations, solution showcases, and presentations for prospective clients.
- Assist in preparing proposals, solution documents, RFP/RFI responses, and statements of work.
- Work closely with technical teams to understand solution offerings and customer requirements.
- Support sales teams during client engagements and business discussions.
- Research customer environments and identify opportunities for technology-driven improvements.
- Prepare technical presentations, product comparisons, and value proposition documents.
- Maintain knowledge of emerging technologies and industry trends.
- Build relationships with customers and act as a trusted technology advisor during presales engagements.
- Coordinate with internal delivery teams to ensure proposed solutions align with customer requirements.
Required Skills
Technical Knowledge
Good understanding of one or more of the following:
- Microsoft 365
- Azure Cloud Services
- Cybersecurity & Compliance Solutions
- Networking Fundamentals
- Endpoint Management (Intune)
- Microsoft Defender
- SharePoint Online
- Power Platform
- SaaS and Cloud Technologies
- IT Infrastructure and Managed Services
Soft Skills
- Excellent verbal and written communication skills.
- Strong presentation and public speaking abilities.
- Customer-focused mindset.
- Professional appearance and business etiquette.
- Ability to explain technical concepts to non-technical audiences.
- Willingness to travel for customer meetings and technology events.
Qualifications
- Bachelor's degree in Information Technology, Computer Science, Engineering, or related field.
- 1-3 years of experience in Presales, IT Sales Support, Technical Consulting, or Solution Demonstration roles.
- Freshers with excellent technology knowledge and communication skills may also be considered.
What We Offer
- Exposure to cutting-edge technologies in Cloud, AI, Cybersecurity, and Digital Transformation.
- Opportunity to engage with enterprise customers across various industries.
- Career growth into Senior Presales, Solution Consulting, or Business Development roles.
- Hybrid work model with flexibility.
- Continuous learning and certification opportunities.
Preferred Attributes
- Confident in customer-facing situations.
- Passionate about technology and innovation.
- Ability to quickly learn new products and solutions.
- Strong organizational and documentation skills.
- Self-motivated and result-oriented professional.
Note: Candidates should be willing to commit to a minimum of 2 years of service after successful completion of probation, ensuring long-term career growth and mutual success.
Job Role: Pre-sales Executive
Experience Level: 1 years
Location: Bangalore
Job Description: We are seeking a proactive and persuasive candidate to join our fast paced real estate team. The candidate will be responsible for contacting potential buyers, understanding their property requirements, providing relevant information, and scheduling site visits. The goal is to convert leads into prospects and contribute to the company’s sales pipeline.
Responsibilities:
• Make outbound calls to potential clients based on leads provided.
• Understand customer requirements and provide relevant property information.
• Systematic follow-up with interested leads and timely updates on new offers.
• Schedule and coordinate site visits with sales teams and clients.
• Maintain accurate records of all conversations and lead progress using CRM tools.
• Achieve daily/weekly/monthly targets for calls and conversions.
• Handle customer inquiries professionally and escalate issues when needed.
Whatsapp blast and email marketing to be carried out.
Job Specification (JS):
Education qualifications:
• Minimum preferred: Bachelor’s degree in any field.
Experience:
• 1+ years of experience in telecalling, telesales, or customer support.
• Experience in real estate or similar industry is an added advantage.
Skills & Competencies:
• Excellent verbal communication skills in English and local & regional specific languages (Hindi, Kannada & Tamil).
• Good convincing and negotiation skills.
• Confident, energetic, and customer-focused.
• Ability to handle rejection and remain calm under pressure.
• Basic computer knowledge and experience with MS Office.
Other Requirements:
• Willing to work in a target-driven environment.
• Must be comfortable with working on weekends and fixed weekday offs (as per company’s norms).
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 are seeking an experienced and performance-driven Sales Professional to lead our IT Services business targeting the US market. The role requires a strategic thinker with proven success in building client relationships, managing high-value deals, and achieving consistent sales growth.
Key Responsibilities:
- Drive the entire sales cycle - from lead generation to deal closure.
- Build and maintain long-term client relationships with international customers.
- Understand client requirements and align customized IT service solutions.
- Develop and execute sales strategies to meet and exceed revenue targets.
- Mentor and guide a team of sales professionals to achieve team goals.
- Collaborate with internal teams to ensure smooth project delivery.
- Manage client communication, proposals, quotations, and negotiations.
- Keep track of leads and opportunities using CRM tools for accurate forecasting.
- Stay informed about industry trends, Web and Mobile technologies, and competitive landscape.
Required Skills & Qualifications:
- Experience in IT Sales or Business Development.
- Strong exposure to US IT services market (mandatory).
- Proven track record of client acquisition and revenue generation.
- Excellent communication, negotiation, and presentation skills.
- Hands-on experience with CRM and sales automation tools.
- Ability to lead and motivate a small team effectively.
- Familiarity with bidding platforms like Upwork or Clutch is advantageous.
Why Join Us:
- Fast-growing IT services organization with a global presence.
- Opportunity to lead international sales initiatives.
- Competitive salary structure with attractive incentives.
- Work with cutting-edge technologies and an energetic team.
Your Role Will Include:
- Owning the entire IT sales process, from prospecting to closure.
- Building long-term partnerships with clients across the US.
- Managing and mentoring a team of driven sales executives.
- Preparing customized proposals and conducting client presentations.
- Collaborating with delivery and technical teams to ensure client satisfaction.
- Staying ahead of trends in Web and Mobile app development to meet client needs.
What You Bring:
- Experience IT Sales / Business Development with proven US market exposure.
- Strong communication, negotiation, and leadership skills.
- Experience in handling end-to-end client engagement.
- Proficiency in CRM tools and lead management systems.
- Hands-on experience in preparing technical proposals and quotations.
- Prior exposure to bidding or freelancing platforms is a plus.
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.








