Pre-Sales (Lead Generation | Finance Domain)

Experience Required:

Location:

Shift Timing:

Employment Type:

Job Overview:

Customer Support – Pre-Sales Representative

chat and email

Key Responsibilities:

• Handle incoming pre-sales queries via

  Intercom chat and email

• Qualify leads and understand customer requirements
• Set up appointments with internal CS/sales teams
• Update and manage leads and communication in the

  CRM system

• Schedule or make calls when necessary
• Collaborate with internal teams (Sales, Marketing, Product) to support conversion

Required Skills & Qualifications:

• Minimum 2 years of

  Pre-Sales experience

  in a

  Financial Services/FinTech domain

• Strong

  customer service/support background

• Excellent

  verbal and written English communication

  skills
• High attention to detail and a customer-first mindset
• Familiarity with tools like

  Intercom, CRMs

  , and basic system troubleshooting
• Ability to work in

  US EST time zone

  (6:00 PM – 3:00 AM IST) with flexibility during daylight saving
• Willingness to travel to the office for:
• Laptop/asset collection
• Hardware/network troubleshooting
• Scheduled in-person meetings