Solutioning Specialist

Role: Solutioning Specialist

Level:

Department:

Role Overview

solution design, requirement drafting, product positioning, and demo preparation

Key Responsibilities

• Requirement Analysis & Translation
• Understand business objectives, client requirements, and pain points.
• Translate them into structured workflows, journey maps, and solution documents.
• Work closely with client teams to capture specifications accurately.
• Solution Design & Documentation
• Create detailed solution notes, BRDs, SRS, and functional specifications.
• Prepare high-quality presentations and proposal decks for client discussions.
• Collaborate with tech and data teams to validate feasibility and timelines.
• Demo & Prototype Development
• Build demo flows (voice bot, AI bot, CPaaS, CRM, etc.) for client meetings.
• Coordinate with the product and tech teams to simulate end-to-end journeys.
• Continuously improve demos based on client feedback and performance.
• Client & Internal Coordination
• Act as a single point of contact between product, sales, and marketing teams for solutioning discussions.
• Work with data teams for insights, base preparation, and reporting alignment.
• Collaborate with marketing for content alignment on solution decks and campaigns.
• Strategic Support
• Support pre-sales and proposal activities for new products and bank pitches.
• Maintain repository of all solution documents, templates, and client decks.
• Identify opportunities for automation and improvement within existing workflows.
  

Key KPIs / Performance Metrics

Category

KPI Description

Target / Expectation

Documentation Quality

Stakeholder Feedback

Solution Adoption

Cross-Team Collaboration

Innovation & Initiative

Ideal Candidate Profile

• 7–10 years of experience in product, solutioning, or pre-sales roles within BFSI / Fintech / SaaS.
• Strong understanding of digital banking journeys, CPaaS, AI/ML-based solutions, CRM systems, and campaign platforms.
• Excellent communication, documentation, and presentation skills.
• Ability to work cross-functionally in a fast-paced, multi-project environment.
• Proficiency in MS PowerPoint, Excel, Figma, or journey mapping tools.
• Prior experience with banking clients preferred.