Pre Sales and Solutioning

Role & Key Responsibilities

Design and maintain comprehensive solution decks and program proposals tailored to client requirements and business objectives. Create and organize the first-level folder structure for client sharing and second-level folders to support call readiness and stakeholder engagement. Collaborate with the delivery team to develop enablement materials such as success stories, LMS readiness documentation, promotional flyers, and pre-program surveys. Conduct first-level content reviews to ensure all decks adhere to StackRoute formatting standards and align with the defined program coverage and client expectations. Participate in pre-sales calls to gather client requirements and contribute to program pitch presentations, ensuring alignment with client needs and strategic goals. Maintain a detailed activity tracker covering all action items from pre-sales through program delivery, capturing insights and progress Index and archive previous programs to build a centralized database encompassing case studies, learning frameworks, modules, scope definitions, and introspection details. Perform audits of delivery folders to verify the presence of all pre-program documentation. Validate program playbooks to ensure readiness for seamless program initiation. Develop standardized first-level questionnaires for stakeholders to accurately capture program requirements and enable effective customization.

Effectiveness and efficiency

Number of standardized decks, case studies, and enablement materials reused across multiple programs, reducing duplication of effort. Time saved in preparing for client calls and program pitches due to availability of structured folders, standardized questionnaires, and pre-approved content formats. Increase in client responsiveness and participation during pre-sales and program customization phases, measured through feedback and turnaround time. Percentage of programs with complete and validated delivery folders and playbooks before kickoff, ensuring smooth execution. Number of times indexed programs and archived assets are accessed by teams, indicating usefulness and accessibility of the centralized database. Percentage of decks and materials passing first-level content review without requiring major revisions, reflecting adherence to format and coverage expectations.

Personal Development

Gain expertise in crafting impactful narratives and client-facing content that enhances engagement and program visibility. Build strong skills in organizing, standardizing, and reusing assets to drive efficiency and scalability across programs. Enhancing the ability to communicate with clarity, confidence, and client-focused storytelling by participating in Pre-sales call

Key Attributes - Individual who:

Able to grasp new concepts rapidly and deliver outcomes efficiently under tight timelines. Excels in learning and adapting to evolving client needs, technologies, and business environments with ease. Brings deep experience in Learning & Development from both client and vendor perspectives, with proven skills in designing solutions and developing technical case studies, especially in the Java tech stack. Deliver high-quality outputs with speed and precision, consistently aligning deliverables with business goals and client expectations.