Senior Solution Consultant - BFSI Domain

WebEngage; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

A customer engagement platform is seeking a skilled pre-sales professional in Mumbai. You will master the product suite, focusing on AI-powered features, create integration frameworks, and demonstrate the economic impact of solutions to C-level stakeholders. Candidates should have 5–7 years of relevant experience in technical pre-sales or solutions consulting, along with strong communication and critical thinking skills. The role involves collaboration with sales teams and innovative approaches to client deliverables.

Qualifications

• 5–7 years of experience in Technical Pre-Sales, Sales Engineering, or Solutions Consulting (SaaS preferred).
• Demonstrated ability to adopt new tools quickly, comfortable using AI and automation platforms.
• Strong understanding of enterprise software architecture, APIs, and data flows.

Responsibilities

• Develop a master-level understanding of the WebEngage suite, particularly its AI-powered capabilities.
• Create visual data-flow diagrams and integration frameworks.
• Build and standardize ROI calculators for demonstrating economic impact.

Skills

Critical Thinking

Consultative Selling

Architecture Fluency

Tool-First Efficiency

Communication Style

Job description

Overview

WebEngage is an enterprise-grade customer engagement and retention platform that helps global brands across industries such as e-commerce, fintech, travel, edtech, gaming, media, and consumer apps, and turn data into measurable revenue impact. Trusted by 800+ brands globally, we have a strong presence in India, UAE, KSA, SEA, Europe and beyond. WebEngage powers intelligent, real-time engagement across the entire customer lifecycle.

Key Responsibilities

• Strategic Solutioning & Value Engineering
• Master the Product & "Selling AI": Develop a master-level understanding of the WebEngage suite, specifically our AI-powered personalization and predictive features. You must be able to explain our AI capabilities to a CTO, while using your AI tools to build the pitch.
• Architecture & Frameworks: Create visual data-flow diagrams and integration frameworks that clearly demonstrate how WebEngage fits into complex enterprise ecosystems (CDPs, Warehouses, CRMs).
• ROI & Economic Modeling: Move beyond feature lists. Build and standardize ROI calculators and value-assessment models that mathematically prove the economic impact of our solution to C-level stakeholders.
• Innovation & Efficiency (The "AI-First" Workflow)
• Modernize the Workflow: Actively utilize Generative AI and modern productivity tools (e.g., LLMs, automation scripts) to accelerate routine tasks. Find better ways to summarize client discovery notes, generate technical specs, and research industry trends.
• Reimagine Deliverables: Lead the evolution of our RFPs, RFIs, and Solution Documents. Instead of static text responses, explore dynamic formats, visual storytelling, and data-backed responses that stand out to buyers.
• Benchmarking & Insights: Analyze deployments across key sectors (BFSI, Retail, etc.) to identify "impact stories." Use these patterns to build reusable "Best Practice" playbooks for the wider sales team.
• Collaboration & Market Intelligence
• Sales Partnership: Collaborate with Partner Managers and Sales Executives to execute complex engagements. Bring a "Value Engineering" mindset to discovery sessions and POCs.
• Bridge the Gap: Act as the intelligent bridge between the market and the product. Provide structured feedback to Product Management regarding emerging AI-led market opportunities and cross-industry patterns.

Requirements

• 5–7 years of experience in Technical Pre-Sales, Sales Engineering, or Solutions Consulting (SaaS preferred).
• Critical Thinking: You don't just follow a template; you question it. You have a proven ability to deconstruct complex client challenges and rebuild them into elegant solution narratives.
• Tool-First Efficiency: Demonstrated ability to adopt new tools quickly. You are comfortable using new age AI, visualization, and automation platforms to enhance your daily output.
• Technical & Soft Skills
• Consultative Selling: Expertise in listening to client challenges, forming problem hypotheses, and articulating value effectively to both technical and non-technical stakeholders.
• Architecture Fluency: Strong understanding of enterprise software architecture, APIs, and data flows. You can explain how WebEngage integrates into a complex ecosystem without confusing the room.
• Communication Style: Excellent verbal and written skills, with a flair for visual communication. You prefer a clean diagram over a wall of text.