Techincal Pre-sales

CNX; Quezon City; On-site; PHP 400,000 - 640,000; Full time

Job summary

CNX in Quezon City is seeking an entry-level Pre-Sales Consultant to gather detailed project requirements and define scopes, activities, and manpower needs. The role leads solution demonstrations and is the primary contact during pre-sales, guiding clients from discovery to proposal formation.

Collaborating with Sales and COE teams, you will produce polished proposals, tailor materials to client needs, and ensure alignment with standards.

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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Skills

Client Engagement

Analytical Thinking

Communication

Collaboration

Problem-Solving

Education

Bachelor’s degree in Business Administration

Information Technology

Related field

Tools

Zendesk

Salesforce

Genesys

Job description

Job Title:

Techincal Pre-sales

Job Description

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