Techincal Pre-sales

Concentrix; Quezon City; On-site; PHP 600,000 - 900,000; Full time

Job summary

Concentrix in Quezon City is seeking an entry-level Pre-Sales Consultant to gather requirements, define scope of work, and lead solution demonstrations. You will draft proposals, coordinate with sales, architects, and project managers, and ensure proper handoff to delivery teams in a fast-paced COE environment.

The role emphasizes client engagement, strong communication, and meticulous documentation to win and shape projects.

Qualifications

• Bachelor’s degree in Business Administration, IT, or related field.
• 3+ years of experience in pre-sales consulting, business analysis, or related role.
• Strong understanding of scope, proposals, and client engagement.
• Excellent communication and presentation skills; able to lead client conversations.
• Proficiency in creating and managing proposal documents and templates.
• Familiarity with CX platforms (Zendesk, Salesforce, Genesys) is a plus.
• Strong organizational skills and attention to detail.

Responsibilities

• Gather detailed project requirements and define the scope of work.
• Lead solution demonstrations and coordinate early-stage information gathering.
• Create and maintain proposal documents and templates.
• Collaborate with Sales, Technical Architects, and Project Managers on proposals.
• Coordinate with implementation teams to ensure smooth pre-sales to delivery transition.

Skills

Client Engagement

Analytical Thinking

Communication

Collaboration

Problem-Solving

Education

Bachelor’s degree in Business Administration or Information Technology

Tools

Zendesk

Salesforce

Genesys

Job description

Job Title

Techincal Pre-sales

Position

Pre-Sales Consultant

Department

Center of Excellence (COE)

Job Level

Entry

Overview

The Pre-Sales Consultant specializes in gathering requirements and evaluating the scope of work during the initial stages of the project lifecycle. This role is responsible for drafting the scope of work, defining activities, and estimating the manpower required to deliver the project. The Pre-Sales Consultant leads solution demonstrations, ensures that all necessary information is collected early in the process, and manages proposal documents and templates.

Key Responsibilities

• Requirement Gathering and Scoping
  • Collaborate with clients to gather detailed project requirements and understand their business objectives.
  • Evaluate the scope of work, ensuring alignment with client expectations and project goals.
  • Develop comprehensive documentation outlining the scope of work, activities, and manpower requirements.
• Solution Demonstration and Communication
  • Lead client conversations during solution demonstrations, highlighting the value and capabilities of proposed solutions.
  • Ensure all necessary information is collected during the early stages to inform solution design and project planning.
  • Act as the primary point of contact for clients during the pre-sales phase, addressing questions and concerns.
• Proposal Management
  • Create and maintain proposal documents, templates, and related materials to ensure consistency and quality.
  • Collaborate with internal teams, including Technical Architects and Project Managers, to develop accurate and compelling proposals.
  • Ensure that all proposals are tailored to client needs and comply with organizational standards.
• Collaboration and Stakeholder Engagement
  • Work closely with sales teams to align pre-sales activities with business development strategies.
  • Coordinate with implementation teams to ensure a smooth transition from pre-sales to project execution.
  • Provide insights and recommendations to stakeholders based on client requirements and market trends.

Qualifications

• Bachelor’s degree in Business Administration, Information Technology, or a related field.
• Proven experience (3+ years) in pre-sales consulting, business analysis, or a related role.
• Strong understanding of solution scoping, proposal writing, and client engagement.
• Excellent communication and presentation skills, with the ability to lead client conversations effectively.
• Proficiency in creating and managing proposal documents and templates.
• Familiarity with CX platforms (e.g., Zendesk, Salesforce, Genesys) is a plus.
• Strong organizational skills and attention to detail.

Key Competencies & Skills

• Client Engagement: Ability to build strong relationships with clients and understand their needs.
• Analytical Thinking: Capability to evaluate project requirements and define actionable plans.
• Communication: Excellent verbal and written communication skills for interacting with clients and internal teams.
• Collaboration: Strong interpersonal skills for working with cross-functional teams.
• Problem-Solving: Ability to address client concerns and provide tailored solutions effectively.

Location

PHL Quezon City - EXXA Tower

Time Type

Full time