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The Pre-Sales Consultant -BFSI will be responsible for providing functional & c to the sales team in the sales process. This includes understanding customer needs, developing functional & technical solutions, and delivering presentations/demos.
The ideal candidate should have a strong understanding of technology solutions and be able to communicate effectively with both technical and non-technical audiences.
Responsibilities:
- Work closely with the sales team to develop relevant solutions and pitches for prospects
- Own the entire proposal development process/execution
- Deliver well-structured and high-quality proposals with strong solutioning in a timely manner
- Coordinate with Sales in an efficient manner
- Understand client requirements, address their queries, walk them through the proposed solution, and help Sales close the deal
- Keep a tab on the solutions out in the market in the BFSI sector, client's key business challenges and unmet needs, identify and help develop solutions to cater to those needs
- Actively working on creating case studies and collaterals for the sales team
- Review and improve the existing collateral materials; get the repository tagged and organized
- Proactively collaborate with Sales and technology team to develop more materials based on the expected business pipeline
- Assisting the pre-sales team lead in effectively coordinating between operations and sales team in order to ensure in-time support for pre-sales activities
- Get all the pre-sales activities streamlined and organized across the practice areas, set- up SLAs and process flows, and track compliance
- Take measures to improve the quality of proposals; set-up a process to collect feedback from Sales
Experience: 7+ Years
Competencies required -
- Excellent communication (both written and oral) skills
- Must have excellent pre-sales and solutioning skills.
- Required to understand fairly unstructured requirements from the client and create related SoW and proposals
- Skills in storyboarding, problem solving, and insights generation are must.
- Proven client engagement skills and adept at sharing insights and recommendations that have tangible business impacts
- Ability to engage with leading BFSI clients independently and lead discussions to win and execute engagements
- Strong sector expertise – extensive research (market intelligence) experience in the BFSI domain
- Domain knowledge in anyone of the following is required - Retail Banking, Corporate banking, Lending and Wealth management.
- Technology knowledge in one or more of the following is desired – Mobile frontend technologies, ESB, Middleware, Cloud technologies and Dev
Role & Responsibilities:
- Business Development responsible for growing sales on, ETT – Sales, Certification solution, Reskilling Offerings, Persona Based Offering and content Development.
- Identifying, recruiting (MOU) and on-boarding new channel partners (( Lars Vars , Distributors, Learning partners , Hardware OEM’s )
- Create and execute business plans ( joint calendars for certification ) to meet sales goals.
- Working with partner to plan and Execute GTM plans to generate and grow demand (Certification, Certification Add on, Persona Onboarding, Reskilling, Onboarding Add on, ETT)
- Upselling & Cross-selling to partners to achieve higher Sales.
- Analyze market trends and accordingly develop sales plans to increase brand awareness.
- Evaluate partner sales performance and recommend improvements.
- Educate partners about product portfolio and complimentary services offered.
- Address partner related issues, sales conflicts and pricing issues in a timely manner.
- Manage sales pipeline, forecast monthly sales and identify new business
- Deliver customer presentations and attend sales meetings and partner conferences.
- Assist in partner marketing activities such as tradeshows, campaigns and other promotional activities.
- Assist in partner marketing activities such as tradeshows, campaigns and other promotional activities
Ideal Candidate:
- 1+ years of B2B Sales / Channel Sales / Partner Management experience in IT Solutions, Training Solutions, Certification Sales, or Technology Services.
- Must have experience working with channel partners, system integrators, resellers, or strategic alliances
- Must have supported or driven partner-led sales cycles, including requirement alignment, proposal coordination, and deal closure
- Business Planning & GTM Execution):Experience creating joint business plans, certification calendars, GTM strategies, and sales campaigns with partners.
- Must be able to coordinate across partners, internal teams, and end customers effectively.
- Must have a technical or IT-oriented education background —BE / BSc IT / MSc IT is mandatory.
Job Details
- Job Title: Enterprise Sales Manager (B2B SaaS)
- Industry: Software Technology Company
- Experience Required: 2-10 years
- Working Days: 5 days/week
- Job Location: Mumbai
- CTC Range: Best in Industry
Review Criteria
- Strong enterprise sales executive profile
- 2+ years of selling B2B SaaS.
- Must have 2+ of experience of selling to enterprise clients OR to manufacturing industry OR selling FinTech product, SAP Product sales/Finance ERP solutions (like invoice processing, vendor management, Source to pay, Compliance solutions).
- Must have experience in end-to-end sales from lead generation, prospecting, demos, proposal building, negotiation, and deal closure
- Must have stable career history — no frequent job hopping
- Final round is F2F (client will handle the travel)
Role & Responsibilities
We are looking for a dynamic and results-driven Enterprise Sales Manager to drive our sales strategy and expand our market presence. This role demands a strong understanding of SAP/Finance ERP solutions, excellent communication skills, and a proven track record in IT/software sales.
Key Responsibilities:
- Sales Strategy Development: Develop and execute sales plans to achieve company revenue targets in the SAP/ERP domain.
- Client Acquisition: Identify, engage, and convert prospective clients by demonstrating the value of our SAP/ERP solutions.
- Relationship Management: Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.
- Market Analysis: Stay updated on industry trends, competitor activities, and market demands to identify growth opportunities.
- Proposal & Presentation: Prepare and deliver compelling proposals, presentations, and demos tailored to client needs.
- Collaboration: Work closely with technical and consulting teams to ensure seamless delivery of solutions and services.
Ideal Candidate
- Experience: Minimum 2 years in sales, with a strong focus on SAP Product sales/Finance ERP solutions
- Industry Preference: Candidates with prior experience in handling manufacturing industry clients will be given preference.
- Educational Qualification: Bachelor’s degree in Business, IT, or a related field. An MBA is an added advantage.
Skills:
- Proven ability to meet and exceed sales targets.
- Excellent communication, negotiation, and presentation skills.
- Understanding of SAP/ERP systems and their applications in business processes.
- Strong client relationship management abilities.
- Track record of success managing large enterprise accounts
- Track record of consistently over-achieving quota (top 10% in your company)
- Strong interpersonal and presentation skills
- Exceptional verbal and written communication skills
- Ability to travel to prospects and customers if required
- Good organizer with the ability to prioritize and multitask
- Proven ability to manage multiple concurrent sales cycles.
REVIEW CRITERIA:
MANDATORY:
- Strong enterprise sales executive profile
- Mandatory (Experience 1):Must have 4+ years of selling B2B SaaS.
- Mandatory (Experience 2): Must have 2+ of experience of selling to enterprise clients OR to manufacturing industry OR selling FinTech product
- Mandatory (Sales Skills):Must have experience in end to end sales from lead generation, prospecting, demos, proposal building, negotiation, and deal closure
- Mandatory (Stability): Must have stable career history — no frequent job hopping
- Mandatory (Note): Final round is F2F (client will handle the travel)
ROLE & RESPONSIBILITIES:
We are looking for a dynamic and results-driven Enterprise Sales Manager to drive our sales strategy and expand our market presence. This role demands a strong understanding of SAP/Finance ERP solutions, excellent communication skills, and a proven track record in IT/software sales.
KEY RESPONSIBILITIES:
- Sales Strategy Development: Develop and execute sales plans to achieve company revenue targets in the SAP/ERP domain.
- Client Acquisition: Identify, engage, and convert prospective clients by demonstrating the value of our SAP/ERP solutions.
- Relationship Management: Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.
- Market Analysis: Stay updated on industry trends, competitor activities, and market demands to identify growth opportunities.
- Proposal & Presentation: Prepare and deliver compelling proposals, presentations, and demos tailored to client needs.
- Collaboration: Work closely with technical and consulting teams to ensure seamless delivery of solutions and services.
IDEAL CANDIDATE:
- Experience: Minimum 2 years in sales, with a strong focus on SAP Product sales/Finance ERP solutions
- Industry Preference: Candidates with prior experience in handling manufacturing industry clients will be given preference.
- Educational Qualification: Bachelor’s degree in Business, IT, or a related field. An MBA is an added advantage.
SKILLS:
- Proven ability to meet and exceed sales targets.
- Excellent communication, negotiation, and presentation skills.
- Understanding of SAP/ERP systems and their applications in business processes.
- Strong client relationship management abilities.
- Track record of success managing large enterprise accounts
- Track record of consistently over-achieving quota (top 10% in your company)
- Strong interpersonal and presentation skills
- Exceptional verbal and written communication skills
- Ability to travel to prospects and customers if required
- Good organizer with the ability to prioritize and multitask
- Proven ability to manage multiple concurrent sales cycles.

