Presales and Customer Support Executive

As a Pre-sales, Customer Training, Onboarding, and Support Representative for a global customer base of a financial software as a service product, your role will involve blending consultative selling with hands-on customer success. You will engage prospects, run demos, help close qualified deals, and ensure smooth onboarding, ongoing training, and adoption. Occasional international travel for client meetings or events may be required in this role based in GIFT City, Gandhinagar. **Key Responsibilities:** - Act as a trusted advisor in pre-sales, absorbing product/domain knowledge, uncovering client needs, and proposing tailored solutions with clear ROI. - Deliver crisp presentations and product demos (remote and in-person) translating features into business outcomes. - Assist in the sales cycle by prospecting, nurturing, demoing, and helping close deals. - Provide post-sales support, including onboarding, training, issue resolution, and on-site implementation when needed for smooth product adoption. - Help customers effectively adopt and use the product, offering proactive resources, FAQs, and updates. - Address and resolve customer concerns promptly to build long-term trust and relationships. - Collaborate with internal teams (marketing, product, support) to deliver a seamless customer-centric experience. - Maintain up-to-date CRM records for leads, opportunities, activities, and support cases. - Be presentable and people-comfortable, confident on calls and in physical client meetings to represent the brand professionally. - Learn fast and adapt quickly to new information, products, and processes. **Requirements:** - Fast learner with strong problem-solving skills, able to quickly pick up products, workflows, and industry concepts. - Excellent spoken and written communication, confident presenter with strong executive presence. - Professional and presentable, comfortable speaking with customers on calls and in person in an office/professional setting. - Ability to work some NY/London overlap hours from Gandhinagar. - Efficient with online meeting/communication platforms, MS Office, and CRM. - Customer-focused, effective working independently and collaboratively. - Experience in pre-sales, business development, customer success/support, or other client-facing roles is a plus. **Preferred Qualifications:** - Bachelor's degree in Business Administration, Finance, Commerce, Computer Science, Information Technology, or a related field. - MBA or Postgraduate qualification in Sales, Marketing, or Finance is a plus. - Excellent communication skills. - Experience with international customers or U.S.-based clients is a plus. - Background in SaaS/technology/fintech/services is a plus. - Freshers can apply. In addition to the above, the company offers a competitive salary plus performance-based incentives, an on-site/hybrid setup in GIFT City, Gandhinagar currently 3 days a week, professional growth through training, mentorship, and exposure to the full customer lifecycle, and a collaborative, supportive, customer-first culture.,