Pre-Sales Manager - BPMS

Job Title: Pre-Sales Manager BPMS (Insurance, Mortgage, Healthcare & Real Estate)

• Work closely with Sales and Product teams to understand client requirements and propose tailored BPMS solutions.
  
• Conduct deep-dive workshops and discovery sessions to map client pain points to technical features.
  
• Design, present, and demonstrate BPMS capabilities aligned with client business goals.
  

Collateral & Documentation

• Create compelling sales and marketing collaterals including presentations, solution briefs, whitepapers, and case studies.
  
• Prepare high-quality responses for

  RFPs, RFIs, and RFQs

  , ensuring alignment with client needs and company capabilities.
• Maintain a library of reusable pre-sales assets and templates.
  

Lead Generation & Market Intelligence

• Collaborate with marketing and sales teams to identify and qualify leads in the targeted verticals.
  
• Research industry trends, competitor offerings, and emerging technologies to refine value propositions.
  
• Participate in industry forums, webinars, and networking events to build brand presence and pipeline.
  

Stakeholder Engagement

• Act as a bridge between Sales, Delivery, and Product teams to ensure successful handover and project alignment.
  
• Provide feedback to the product team on customer expectations and feature requests.
  

Key Skills & Qualifications:

• Strong experience in

  BPMS platforms

  (e.g., Appian, Pega, Nintex, Camunda, Bizagi, etc.)
• Solid understanding of processes across:
  

• Insurance:

  Claims processing, underwriting, policy management

• Mortgage:

  Loan origination, servicing, compliance

• Healthcare (AR/AP):

  Medical billing, payment posting, collections

• Real Estate:

  Lease management, property onboarding, tenant management
• Proven ability to write winning

  RFP/RFI

  responses and technical proposals
• Experience in creating impactful

  sales collaterals and client presentations

• Excellent communication, interpersonal, and stakeholder management skills
  

Preferred Qualifications

• Bachelor’s degree in Business, Technology, or related field (MBA preferred)
  
• Certification in any BPMS platform or project management methodologies is a plus
  
• Experience working in agile environments or with SaaS solutions
  

Success Metrics:

• Number of qualified opportunities supported with pre-sales materials
  
• Conversion rate of leads to closed deals
  
• Quality and timeliness of RFP responses
  
• Stakeholder satisfaction (sales, delivery, and clients)
  
• Contribution to new revenue through technical expertise and consultative approach