Pre-Sales Executive - BFSI SaaS

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

Job summary

Novel Patterns is seeking a seasoned pre-sales professional to bridge customers and sales, tailoring solutions and leading product demonstrations in the BFSI SaaS space.

You will gather requirements, map capabilities to business needs, and collaborate with Sales, Product and Delivery to ensure viable proposals and pricing strategies.

Qualifications

• Graduate or postgraduate with 60% marks throughout (including Class 10 and Class 12).
• Marketing major is an added advantage.
• 5+ years of BFSI SaaS pre-sales or product experience.

Responsibilities

• Bridge between customers and sales during enterprise sales cycle.
• Understand requirements, demonstrate capabilities and design tailored solutions.
• Collaborate with Sales, Product and Delivery to ensure sound and viable solutions.
• Deliver product demonstrations and proofs of concept.
• Prepare proposals, scope notes and solution architecture.
• Support responses to RFPs/RFIs and pricing decisions.
• Stay current with BFSI trends and product updates.

Skills

Strong communication

Presentation skills

Stakeholder management

Problem solving

Analytical thinking

Customer-centric

Cross-functional collaboration

Education

Graduate or postgraduate with 60% marks throughout

Marketing major advantageous

Job description

Role Overview

• Work as the technical and strategic bridge between customers and the sales team throughout the enterprise sales cycle.
• Understand customer requirements, demonstrate product capabilities and design tailored solutions aligned with business needs.
• Collaborate with Sales, Product and Delivery teams to ensure proposed solutions are technically sound and commercially viable.

Customer Engagement

• Work with sales teams to identify and understand client requirements and business objectives.
• Conduct discovery sessions and requirement-gathering meetings with clients.

Solution Design

• Develop customised solutions tailored to customer needs.
• Map Novel Patterns product capabilities to business requirements.
• Prepare solution architecture, scope notes and proposals.

Product Demonstrations

• Deliver compelling product demonstrations, presentations and proof-of-concepts.
• Show how the proposed solution addresses customer pain points and target outcomes.

Technical Support to Sales

• Provide technical and domain expertise during the sales process.
• Support responses to RFPs, RFIs and tenders.
• Contribute to pricing strategy, solution positioning and commercial discussions.

Proposal Development

• Create high-quality proposals, presentations, solution notes and supporting documentation.
• Collaborate with internal teams to ensure accuracy, feasibility and delivery alignment.

Stakeholder Collaboration

• Work closely with Sales, Product, Engineering and Delivery teams.
• Act as a liaison between technical teams and business stakeholders.

Market & Product Knowledge

• Stay current with BFSI trends, competitor offerings and product updates.
• Share structured customer and market feedback with product teams.

Key Skills & Competencies

• Strong communication, presentation and stakeholder-management skills.
• Ability to understand technical products and translate technical concepts into business value.
• Strong problem-solving, analytical thinking and customer-centricity.
• Ability to collaborate effectively across business and technology teams.

Typical KPIs / Success Metrics

• Contribution to deal-closure rate and revenue growth.
• Quality and effectiveness of solution demonstrations.
• Customer satisfaction during pre-sales engagements.
• Accuracy and timeliness of proposals.
• Win rate in RFPs and competitive bids.

Qualifications

• Graduate or postgraduate with at least 60% marks throughout, including Class 10 and Class 12; a Marketing major is an added advantage.
• 5+ years of relevant BFSI SaaS pre-sales or product experience.