Presales Consultant

Role Overview

Pre-Sales Consultant

Key Responsibilities

• Lead complex discovery and solutioning efforts for enterprise clients in collaboration with Sales and Product teams.

• Own and deliver high-impact product demonstrations, customized walkthroughs, and Proof of Concepts (POCs).

• Work closely with client stakeholders to gather requirements, define technical and business solutions, and align value propositions.

• Author solution documents and RFP/RFI responses with high precision and strategic alignment.

• Act as a trusted advisor to CXOs and senior client stakeholders during technical and functional evaluations.

• Collaborate with Product Managers to provide feedback from the field to influence the product roadmap.

• Stay ahead of the curve with market trends, competition analysis, and emerging technologies in fintech, lendtech, and enterprise SaaS.

Required Qualifications

• Bachelors degree in Engineering, Computer Science, Business, or a related field.

• 6+ years of pre-sales, solution consulting, or enterprise client-facing experience.

• Proven ability to lead solutioning for complex enterprise software implementations.

• Strong domain knowledge in one or more of: Loan Origination (LOS), Loan Management Systems (LMS), Supply Chain Finance (SCF), Debt Collections, Trade Finance, or ERP systems.

• Exceptional communication, storytelling, and executive presentation skills.

• Ability to translate intricate product capabilities into compelling business value.

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Preferred Qualifications

• Experience in fintech/lendtech, or working with banking/NBFC clients.

• Familiarity with tools like Lucidchart (solution diagrams), Jira/Confluence (documentation).

• Exposure to APIs, system integrations, or enterprise deployment models is a plus.

• Thought leadership in presales methodologies or sales enablement initiatives.

• Experience with Figma and sales presentations.