Presales Executive

Job Title:

Role Overview:

PreSales Executive

Key Responsibilities:

1. Sales Discovery & Client Engagement

• Participate in initial sales calls to qualify leads and identify client pain points.
• Conduct discovery sessions to gather business goals and document detailed use cases.
• Analyze client operations and recommend optimal outsourcing models (FTE-based, task-based, dedicated resources, etc.).
  

2. Proposal & Solution Design

• Create custom solution proposals with detailed workflow diagrams, delivery models, service scopes, and pricing structures.
• Collaborate with delivery and operations teams to ensure the feasibility and accuracy of proposed solutions.
• Develop tailored pitch decks, Statements of Work (SoWs), and service agreements in collaboration with legal/compliance teams.
  

3. Sales Enablement & Support

• Serve as a subject-matter expert (SME) during client meetings, demos, and capability presentations.
• Create and maintain presales collateral such as use cases, process maps, ROI analyses, and transition plans.
• Maintain a repository of solution templates, case studies, and service blueprints.
  

4. Client Transition Handover

• Ensure smooth transition of client requirements to delivery teams post-deal closure.
• Document key transition elements including process risks, timelines, and critical success factors.
• Participate in onboarding calls during the first 24 weeks post-signing to ensure successful handoff and client satisfaction.
  

Required Qualifications & Experience:

• 34 years of hands-on experience in Presales or Solution Consulting within a BPO/KPO/outsourcing environment catering to financial services.
• Proven client-facing experience across areas such as Accounting, Financial Planning, Bookkeeping, Mortgage Broking, Taxation, or SMSF.
• Strong experience in preparing proposals, SoWs, and pricing models.
• Expertise in process mapping and documentation using tools like Visio, Lucidchart, or similar.
• Excellent verbal and written communication skills, with comfort in engaging CXOs, Practice Managers, and Financial Advisors.
• Proficient in MS Office tools — particularly Excel (for pricing), PowerPoint (for presentations), and Word (for documentation).
  

Preferred Qualifications:

• Familiarity with outsourcing models including FTE-based, seat-based, and task-based pricing.
• Understanding of Australian, UK, and US financial compliance standards.
• Experience working alongside Business Development Managers or Sales Consultants.