Presales Consultant/BID Manager (Treasury/Lending domain)

Role Overview: As a Presales Consultant with 4+ years of experience, you will be responsible for providing pre-sales support, solution consulting, and bid management within the treasury or financial technology domain. Your role will involve understanding treasury operations, cash management, FX, liquidity management, and financial instruments. You will be required to manage RFP/RFI processes, write proposals, and coordinate with stakeholders. Your excellent written and verbal communication skills will be essential in creating persuasive proposals. Strong organizational and project management abilities, attention to detail, and meeting deadlines will be key to your success in this role. Familiarity with treasury management systems (TMS), ERP financial modules, or banking solutions will be advantageous. Proficiency in tools such as MS Office, CRM systems (Salesforce, HubSpot), and document automation tools is preferred. Key Responsibilities: - Provide pre-sales support, solution consulting, and bid management within the treasury or financial technology domain - Understand and work on treasury operations, cash management, FX, liquidity management, and financial instruments - Manage RFP/RFI processes, write proposals, and coordinate with stakeholders - Create persuasive and high-quality proposals using excellent written and verbal communication skills - Demonstrate strong organizational and project management abilities with attention to detail and deadlines - Utilize familiarity with treasury management systems (TMS), ERP financial modules, or banking solutions - Proficiently use tools like MS Office, CRM systems (Salesforce, HubSpot), and document automation tools Qualifications Required: - Education: MBA preferred - Experience: 4+ years in pre-sales, solution consulting, or bid management within the treasury or financial technology domain - Strong understanding of treasury operations, cash management, FX, liquidity management, and financial instruments - Proven experience in RFP/RFI management, proposal writing, and stakeholder coordination - Excellent written and verbal communication skills - Strong organizational and project management abilities with attention to detail and deadlines - Familiarity with treasury management systems (TMS), ERP financial modules, or banking solutions is a plus - Proficiency in tools like MS Office, CRM systems (Salesforce, HubSpot), and document automation tools Additional Details: The company offers opportunities to work on high-impact financial technology solutions in the treasury space. You will be part of a collaborative and growth-oriented environment with competitive compensation including performance-based incentives. Exposure to global clients and cutting-edge fintech innovations is also provided.,