Pre-Sales - Associate Director

Kite; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Falcon is seeking a Solution & Pre‑Sales Specialist to support business development across fintech domains. You will collaborate with Sales, Product and Technology to design, position, and present effective fintech solutions for prospective and existing clients.

The role requires close collaboration with Sales, Product, Technology, and Operations teams to translate client needs into structured, feasible solution proposals and compelling demonstrations.

Qualifications

• 5–10 years of experience in solution consulting, pre‑sales, or related fintech roles.
• Hands‑on exposure to fintech domains such as payments, cards, UPI, lending and financial APIs.

Responsibilities

• Collaborate with sales to translate client requirements into solution proposals.
• Design and present end‑to‑end fintech solutions aligned with product capabilities.
• Conduct product demos, walkthroughs, and POCs for prospective clients.
• Prepare responses to RFPs/RFIs and client questionnaires accurately.
• Act as SME during client discussions, explaining features, workflows, and integrations.
• Support sales through deal lifecycle until handover to delivery.

Skills

Solution consulting

Pre‑sales

Fintech domain knowledge

Stakeholder management

Architecting end‑to‑end solutions

Job description

About Falcon

Falcon is a Series‑A funded, cloud‑native, AI‑first banking platform that helps banks, NBFCs, and PPIs launch next‑generation financial products quickly and affordably. Since its 2022 launch, Falcon has processed over USD 1.5 bn in transactions and generated more than USD 15 mn in revenue, partnering with 12 of India’s top financial institutions. For more information, visit https://falconfs.com/.

Position: Full‑Time | Location: Mumbai / Bangalore | Team Size: 5‑12

Job Summary

We are seeking a Solution & Pre‑Sales Specialist with proven experience in the fintech, cards, UPI & lending domain to support business development and sales initiatives. The role requires close collaboration with Sales, Product, Technology, and Operations teams to design, position, and present effective fintech solutions to prospective and existing clients.

Key Responsibilities

• Collaborate with sales teams to understand client requirements and translate them into well‑structured solution proposals.
• Design and present end‑to‑end solutions aligned with client needs and product capabilities.
• Conduct product demonstrations, solution walkthroughs, and proofs‑of‑concept (POCs).
• Prepare and respond to RFPs, RFIs, and client questionnaires in a timely and accurate manner.
• Act as a subject‑matter expert during client discussions, explaining product features, workflows, integrations, and technical considerations.
• Address client queries related to APIs, integrations, security, compliance, scalability, and implementation.
• Support sales teams throughout the deal lifecycle until handover to implementation.
• Work closely with Product and Technology teams to ensure solution feasibility and alignment with the roadmap.
• Provide structured feedback from client interactions to inform product enhancements.
• Coordinate with Operations and Compliance teams where required.
• Develop and maintain solution documentation, presentations, flow diagrams, and process notes.
• Create and manage reusable pre‑sales assets such as pitch decks, case studies, and FAQs.
• Support sales enablement and internal knowledge‑sharing initiatives.
• Manage Sales MIS, including pipeline management, throughput, revenue, ARPA, etc.
• Work with the founder’s office and Chief of Staff to understand the overall organisation goals and translate them effectively to the sales team.

Professional Experience

• 5–10 years of experience in solution consulting, pre‑sales, business analysis, or related roles within the fintech industry.
• Hands‑on exposure to fintech domains such as payments, cards, UPI, lending, wallets, banking platforms, or financial APIs across Indian and global clients.

Technical & Functional Skills

• Strong understanding of fintech platforms, APIs, integrations, and digital financial workflows.
• Ability to translate business requirements into structured technical and product solutions.
• Familiarity with SaaS‑based or platform‑led product models.

Communication & Stakeholder Management

• Excellent written and verbal communication skills.
• Ability to present complex concepts clearly to both technical and non‑technical audiences.
• Strong stakeholder management and cross‑functional collaboration capabilities.

Preferred Qualifications

• Experience working with B2B or enterprise fintech products.
• Knowledge of regulatory and compliance frameworks (e.g., RBI guidelines, KYC, AML, PCI‑DSS).
• Exposure to creating solution demos, wireflows, or basic UX representations.
• Prior experience in consulting firms, fintech startups, or high‑growth environments.

Performance Expectations

• Delivery of accurate, scalable, and client‑aligned solutions during pre‑sales engagements.
• Contribution to improved deal conversion through effective solution positioning.
• Positive feedback from internal stakeholders and clients.
• Strong collaboration across Sales, Product, and Technology teams.

Why Join Us

• Opportunity to work on innovative fintech solutions with significant business impact.
• Exposure to diverse client engagements and senior stakeholders.
• Clear growth path within solution consulting, product, or strategic roles.

Work Environment

• Fast‑paced, collaborative, and structured working environment.
• Candidates must be willing to work closely with banking leadership and operations teams.