1-3Mumbai, Bangalore, ChennaiFull-TimeJob Description |
Pre-Sales - Associate
Who are we?
Falcon a Series-A funded cloud-native, AI-first banking technology & processing platform that helps banks, NBFCs, and PPIs quickly and affordably launch next-gen financial products, such as credit card, credit line on UPI, prepaid card, fixed deposits, and loans.Since our 2022 launch, we’ve processed USD 1 .5Bn+ in transactions, signed on 12 of India's top financial institutions, & clocked USD 15 Mn+ in revenue. Our company is backed by marquee investors from around the world, including heavyweight investors from Japan, USA, as well as leading Indian ventures and banks.For more details, please visit https://falconfs.com/
Job Summary
Pre-Sales Associate
is a high-impact role for someone with 1-3 years of experience in payment processing or card management systems who wants to transition into a strategic pre-sales and sales operations function.You'll work directly in the Pre-Sales team to support complex solution design for banks and financial institutions, while building and maintaining the operational rigor that drives our sales pipeline. This role offers steep learning curves, exposure to clients and Founders, and a fast-track to leadership as Falcon scales.
Key Responsibilities
Solutioning & Client Support:
- Support solution design for banks and co-brands across Falcon's product suite.
- Create customized demo scripts and presentations tailored to each prospect's use case.
- Assist in discovery calls with bank stakeholders to document technical requirements, integration points, and compliance needs.
- Coordinate with Product and Engineering teams to validate feasibility and gather inputs for preparing proposals.
RFP/RFI & Proposal Management
- Support RFP/RFI responses by gathering inputs from internal teams, structuring content, and ensuring timely submissions.
- Build proposal decks and presentations highlighting Falcon's technology, implementation approach, and commercial advantages.
- Maintain a proposal content library with reusable modules, case studies, competitor analysis, and reference materials.
- Draft response documents for technical questionnaires, compliance checklists, and due diligence requests.
- Coordinate review cycles with Compliance, Legal, and Engineering to ensure accuracy and completeness.
Stakeholder Coordination & Enablement Support
- Assist in preparing executive briefing documents for Founder/CBO meetings with banks and strategic partners.
- Support the creation and maintenance of competitive intelligence reports tracking competitors, pricing, and positioning.
- Assist in developing sales enablement materials including product training documents and battle cards for BD teams.
Required Skills & Experience
- 1–3 years of Experience in pre-sales, solutions consulting, or technical account management.
- Strong documentation skills: ability to create clear technical documents, process flows, and presentations.
- Excellent communication skills: comfortable interacting with internal teams and external stakeholders.
- Working knowledge of credit card systems (CMS/CCMS), payment switches, or UPI/card processing infrastructure.
- Brief understanding of banking operations: card lifecycle, authorization flows, settlement & reconciliation, or compliance requirements.
- Detail-oriented with strong organizational skills: nothing slips through the cracks.
- Self-starter mentality: able to take ownership, work independently, and drive tasks to completion.
- Exposure to RFP responses or proposal development in a B2B context.
Preferred Qualifications
- Bachelor’s degree in Engineering, Finance, or related field; MBA preferred.
- Experience working with banks, NBFCs, or fintech clients.
Work Environment
- Fast-paced, collaborative, and structured working environment
- Candidates must be willing to work closely with banking leadership and operations teams on-site
- Location: Chennai/Mumbai/Bangalore.
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