Presales Specialist

Role Definition

solution validation

Key Responsibilities

Needs Assessment & Solution Design

• Conduct calls with the Sales Team to identify client pain points (e.g., inventory management, content delivery, addon revenue tool, campaign tracking, ad placement optimization, etc.)
• Map your SaaS platform's features (e.g., real-time analytics, programmatic OOH capabilities) to client goals.

Proposal & Pricing Support

• Collaborate with sales and product teams to create technical proposals, highlighting scalability, API integrations, and compliance (e.g., GDPR for digital billboards).
• Maintain the pricing rate sheet and pricing details of all clients

Post-Demo Transition

• Hand over technical documentation and implementation requirements to the onboarding team.
• Address post-demo objections (e.g., data security concerns).

Invoicing and Agreement

• Collaborate with the Finance team to generate invoices. Track and maintain the records of invoices
• Collaborate with the contracts team to generate an agreement related to the final and approved proposal

Technical Demos & Proof of Concept (POC) (Added Advantage)

• Deliver tailored platform demos showcasing ROI for OOH (e.g., IMS, CMS, geofencing integration, audience measurement tools)
• Design and manage POCs to prove the feasibility of use cases like dynamic content scheduling.

Critical Skills to Develop

Technical Proficiency

• Mastery of your OOH SaaS platform's architecture, APIs, and integrations (e.g., CRM, ad exchanges)
• Ability to troubleshoot common OOH challenges (e.g., connectivity for digital screens)

Communication & Storytelling

• Translate technical features into business outcomes (e.g., Our analytics reduce wasted ad spend by 30%)
• Use industry-specific analogies (e.g., comparing programmatic OOH to programmatic digital ads)

Collaboration

• Work with sales to refine pitch decks and objection-handling strategies
• Partner with product teams to relay client feedback for roadmap prioritization

Industry Knowledge

• Stay updated on OOH trends (e.g., DOOH, attribution modeling) to position your SaaS as innovative

Recommended Training & Tools

• Tools

  : Demo platforms (e.g., Storylane), CRM integrations, collaborative proposal software

Training