Senior - Presales

Darwinbox Digital Solutions Pvt. Ltd.; Mumbai; On-site; INR 2,000,000 - 5,000,000; Full time

Job summary

LeadSquared is seeking a Senior Presales / Solution Consultant with strong BFSI experience to join our Mumbai team. You will bridge customer needs with LeadSquared solutions, engaging CXOs and senior stakeholders across banks, NBFCs, insurers, and fintechs.

You’ll own the presales journey from discovery and solution design through demos, POCs, RFPs, and deal closure, delivering measurable business impact through CRM, sales automation, and engagement workflows.

Qualifications

• 3-8 years of experience in SaaS Presales or Solution Consulting.
• Strong BFSI experience with banks, NBFCs, insurers, or fintechs.
• Proven ability to engage CXOs and senior stakeholders.
• Solid understanding of CRM, sales automation, and marketing automation.
• Experience designing solutions, demos, POCs, and RFPs/RFIs.

Responsibilities

• Lead discovery sessions with BFSI customers to understand objectives and requirements.
• Design solutions using LeadSquared across CRM, sales automation, and engagement workflows.
• Deliver product demos, workshops, and executive conversations.
• Create customized demos and POCs for complex BFSI needs.
• Own proposals, RFP/RFI responses, and technical presentations.

Skills

SaaS Presales

BFSI domain

Executive communication

CRM

Sales automation

Marketing automation

Solution design

Tools

Demos & POCs

RFPs/RFIs

Job description

The Role

LeadSquared is looking for a Senior Presales / Solution Consultant with strong BFSI experience to work with some of the most complex and fast-moving businesses in India's financial-services ecosystem.

Based in Mumbai , you'll work closely with banks, NBFCs, insurance companies, lending businesses, fintechs, and other BFSI enterprises , helping them solve customer acquisition, sales, distribution, engagement, and automation challenges using LeadSquared.

You'll be the bridge between customer business problems and LeadSquared’s technology —owning the presales journey from discovery and solution design through demos, POCs, RFPs, executive presentations, and deal closure.

This is a high-visibility, consultative role. You'll engage with CXOs, business heads, sales leaders, digital teams, IT, operations, and other senior stakeholders , translating complex BFSI requirements into simple, scalable solutions with measurable business impact.

What You'll Do

• Lead discovery sessions with BFSI customers to understand business objectives, customer journeys, processes, pain points, and technology requirements.
• Partner with Sales to qualify opportunities, shape deal strategy, and position LeadSquared effectively.
• Design solutions using LeadSquared across CRM, sales automation, marketing automation, workflow automation, lead management, customer engagement, and integrations .
• Work with BFSI customers across use cases such as digital lending, customer acquisition, onboarding, sales distribution, relationship management, cross-sell/upsell, and customer servicing .
• Deliver compelling product demos, solution presentations, workshops, and executive conversations.
• Build customized demos and POCs for complex BFSI requirements.
• Own solution proposals, RFP/RFI responses, technical documentation, and solution presentations.
• Define integrations, workflows, data flows, and implementation approaches with customers and internal teams.
• Translate LeadSquared capabilities into business value, ROI, revenue impact, productivity gains, and improved customer experience .
• Work closely with Product, Engineering, Delivery, and Customer Success teams to validate solutions and ensure smooth implementation handovers.
• Manage multiple complex opportunities involving business, technology, procurement, and executive stakeholders.
• Stay current on BFSI technology trends, SaaS platforms, competitive solutions, and emerging technologies .
• Build reusable BFSI demo assets, solution frameworks, use cases, and presales best practices.
• Mentor junior members of the presales team and contribute to capability building.

What We're Looking For

• 3-8 years of experience in SaaS Presales, Solution Consulting, Sales Engineering, Solution Architecture, or a similar role.
• Strong BFSI experience is essential —ideally working with banks, NBFCs, insurance companies, lending businesses, fintechs, or other financial-services organizations.
• Strong B2B SaaS presales experience with enterprise or mid-market customers.
• Experience managing complex sales cycles involving multiple business, technical, and executive stakeholders.
• Strong understanding of CRM, Sales Automation, Marketing Automation, customer engagement, APIs, integrations, and cloud-based SaaS platforms .
• Proven experience with customer discovery, solution design, product demonstrations, POCs, RFPs/RFIs, workshops, and technical proposals.
• Ability to understand complex BFSi requirements and translate them into practical, scalable technology solutions.
• Strong executive communication and presentation skills, with the ability to engage CXOs and senior business stakeholders.
• Strong commercial understanding and a consultative approach to solution selling.
• Excellent analytical, problem-solving, and stakeholder-management skills.
• Willingness to work from / be based in Mumbai and engage regularly with customers across the Mumbai business ecosystem.