Presales Manager

Job Title : Presales Manager

Location : Hyderabad, India

Experience : 10+ years

Industry : Fintech | SaaS

Employment Type : Full-time

About AllCloud

Culture at AllCloud

Role Summary

Key Responsibilities

• Solutioning & Requirement Understanding
• Collaborate with sales and clients to understand business goals and functional/technical requirements.
• Conduct comprehensive discovery sessions and define solution fitment.
• Support effort estimation, dependency mapping, and change request impact assessments.
• Technical & Product Expertise
• Demonstrate deep understanding of the company’s fintech SaaS offerings.
• Map client needs to product features and licensing structures.
• Configure and manage demo environments and map use cases for client presentations.
• Proposal, Documentation Management & Product Demo.
• Own and support the creation of RFP/RFQ responses, Statements of Work (SOWs), and pricing sheets, ensuring alignment with client requirements and internal delivery capabilities.
• Plan, prepare, and deliver compelling product demonstrations and technical presentations tailored to client use cases and decision-makers.
• Identify commercial risks, delivery challenges, and implementation constraints during the presales cycle and document them for mitigation.
• Maintain documentation standards including version control, consistent use of tools & templates, and repository management to ensure reusability and traceability.
• Ensure timely delivery of all presales artifacts with stakeholder reviews and sign-offs where required.
• Stakeholder Management & Communication
• Drive client presentations and solution walkthroughs with clarity and business value articulation.
• Liaise with internal stakeholders to ensure readiness for delivery – including context transfer, risk handoff, and dependency alignment.
• Manage client communication handoff to delivery teams during project kickoff.
• Tools, Templates & Reporting
• Use tools like Excel, Microsoft Teams, and internal templates to ensure consistent documentation, effort calculations, pricing models, and feedback capture.
• Manage and update “Tools & Templates” repository regularly for use across the presales function.
• Collect and analyze customer feedback for continuous improvement of solutioning and proposal processes.
• Microsoft Excel (Effort estimation, Pricing sheets)
• Microsoft Teams (Collaboration & Meetings)
• RFP/RFQ Templates, Feedback Forms, Tools & Templates Repository
• Documentation Standards (Version Control, SOWs, Change Logs)
• Familiarity with modern presales tools and platforms.
  

Educational Qualifications

What You Can Expect

• Opportunity to work with leading-edge Unified lending Technology products
• Collaborative culture focused on growth and innovation.
• Ownership of end-to-end presales strategy for key deals.
• High visibility role interfacing with leadership, product, and delivery teams.