The Presales Manager will play a strategic role in bridging the gap between the sales, product, and delivery teams. This individual will lead presales efforts, translate client requirements into scalable SaaS solutions, prepare effective demonstrations and proposals, and ensure seamless transition from presales to implementation. The ideal candidate must exhibit strong domain knowledge, technical proficiency, commercial insight, and excellent communication capabilities.

Key Responsibilities

1. 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.

2. 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.

3. 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.

4. 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.

5. 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

Bachelors degree in Engineering/Computer Science/Business.

MBA or equivalent

Prior experience in the fintech or SaaS will be given preference

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.

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Presales Manager

Experience & Salary

Skills Required

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Job Type

Job Description

Key Responsibilities

1. Solutioning & Requirement Understanding

2. Technical & Product Expertise

3. Proposal, Documentation Management & Product Demo.

RFP/RFQ responses

Statements of Work (SOWs)

pricing sheets

product demonstrations

technical presentations

commercial risks

delivery challenges

version control

tools & templates

4. Stakeholder Management & Communication

5. Tools, Templates & Reporting

Educational Qualifications

What you can expect

More Jobs at AllCloud