Key Responsibilities
Client Engagement
- Lead pre-sales activities to engage clients, gather and clarify requirements, and support the sales team throughout the opportunity lifecycle.
- Build strong client relationships early in the journey to set the stage for a seamless transition to the Customer Success team post-sale.
Requirements Gathering
- Work with Account Managers to capture detailed client needs and business goals.
- Develop clear documentation of these requirements for inclusion in proposals and for handover to Customer Success and Service Delivery.
Proposal and Presentation Support
- Create high-level solution overviews, technical specs, business workflows, and supporting materials tailored to client needs.
- Deliver product demos and solution walkthroughs that align to the client's industry context and goals.
Product Knowledge
- Stay up to date with the product roadmap, features, and industry trends.
- Confidently demonstrate product capabilities in the context of client challenges and use cases.
Solution Development
- Collaborate with internal teams to co-develop realistic and scalable solution proposals.
- Include functional specs, implementation timelines, success factors, and key dependencies.
Pre-to-Post-Sales Support
- Support Customer Success team by sharing all relevant client context, expectations, and supporting documentation.
- Work jointly with Customer Success to ensure alignment on onboarding plans, KPIs, and the overall value delivery roadmap.
Client Success Support
- Actively support Customer Success Managers during early-stage onboarding by providing technical background, clarifying proposed solutions, and helping align expectations with deliverables.
- Ensure that all commitments made during the pre-sales phase are accurately translated into actionable outcomes that drive client satisfaction and adoption.
- Re-engage with Customer Success and the client when new needs or opportunities arise, assisting in refining solutions or proposing expansion strategies where applicable.
Market Research
- Keep informed on market trends and customer pain points across target industries.
- Feed market insights back into product and sales strategy to enhance competitive positioning.
Position Requirements
Qualifications
- Bachelor’s degree in Computer Science, Information Technology, Engineering, or a related field.
- 3+ years of experience in a pre-sales, solution consulting, or technical sales role.
- Strong understanding of software development, IT systems, and business process workflows.
- Excellent communication skills with the ability to articulate complex technical concepts to both technical and non-technical audiences.
- Experience working with cross-functional teams to deliver tailored solutions.
- Ability to work independently while collaborating effectively with sales, product development, and service delivery teams.
- IT Literacy: Microsoft Office suite, Google functionalities, Adobe Photoshop, various other designing tools and online team collaboration tools.