Presales Specialist

Job Title

Pre-Sales Associate – Strategic Partnerships

(Fintech | B2B | SaaS | Banking & BFSI)

Role Summary

We are looking for a Pre-Sales Associate – Strategic Partnerships to support partnership development, relationship management, and early-stage engagement across Fintech, SaaS, Banking, and BFSI ecosystems.

This role will focus on partner coordination, first-level conversations, basic product demos, and initial requirement understanding, while working closely with senior partnership and pre-sales leaders for deeper solutioning, deal structuring, and closures.

The ideal candidate has 2–3 years of experience, strong communication skills, basic technical/product understanding, and exposure to SaaS or software-led businesses.

Key Responsibilities

1. Partnership Support & Coordination

• Support the execution of partnership initiatives across Fintech, SaaS, Banking, and BFSI segments.
• Assist in identifying and engaging potential partners such as fintechs, SaaS platforms, banks, NBFCs, aggregators, and ecosystem players.
• Manage day-to-day communication, follow-ups, and coordination with existing and prospective partners.

2. First-Level Partner Engagement & Meetings

• Participate in and lead first-level partner meetings to understand high-level requirements, use cases, and partnership intent.
• Act as the initial point of contact for partners for queries, information sharing, and alignment.
• Escalate complex discussions, solutioning needs, and commercial conversations to senior stakeholders as required.

3. Pre-Sales & Basic Solution Understanding

• Develop a strong functional understanding of the company’s products, platforms, and key APIs.
• Conduct

  first-level product demos

  , walkthroughs, and capability discussions with partners.
• Gather partner requirements and document use cases, workflows, and integration expectations for internal teams.
• Support sandbox access, demo coordination, and PoC discussions in collaboration with pre-sales and product teams.

4. Partner Onboarding & Enablement Support

• Assist in partner onboarding by coordinating with Product, Engineering, Risk, Compliance, and Operations teams.
• Ensure partners receive relevant enablement assets such as decks, demos, FAQs, pricing sheets, and documentation.
• Support internal tracking of partner onboarding progress and integration milestones.

5. Relationship Management & Growth Support

• Help maintain healthy partner relationships through regular communication and updates.
• Support identification of expansion opportunities across new products, use cases, or segments.
• Assist in preparing inputs for QBRs, partner reviews, and internal updates.

6. Internal Collaboration & Reporting

• Work closely with Partnerships, Sales, Pre-Sales, Product, and Marketing teams.
• Maintain accurate partner data, meeting notes, and activity tracking in CRM or internal tools.
• Assist in preparing reports and summaries on partner engagement, pipeline support, and ongoing initiatives.

Requirements

• 2–3 years of experience

  in Partnerships, Alliances, Business Development, Channel Sales, or Pre-Sales support roles.
• Exposure to

  SaaS, software products, fintech, or BFSI ecosystems

  is preferred.
• Experience in partner-facing roles or ecosystem-based businesses is a plus.
• Ability to understand product workflows, basic API concepts, and software platforms (no coding required).

Skills & Competencies

• Strong communication and relationship management skills.
• Comfort conducting first-level meetings, presentations, and product demos.
• Basic technical and product understanding with the ability to explain features and use cases clearly.
• Ability to coordinate across multiple internal teams and manage follow-ups effectively.
• Organized, detail-oriented, and proactive in execution.
• Willingness to learn and grow into deeper partnership and solutioning responsibilities over time.

Education

• Bachelor’s degree in Business, Engineering, Technology, Finance, or a related field.
• MBA or relevant certifications are a plus, but not mandatory.