Technical Business Analyst – Pre-Sales

Job Title:

Technical Business Analyst – Pre-Sales

About Matellio

Matellio is a global software engineering studio that builds cutting-edge, future-ready digital solutions for a wide range of industries, including Communication & Media, BFSI, Healthcare, Industrial & Infrastructure, and Software & High Tech. With deep expertise in Custom Software Development, AI/ML, Computer Vision, Mobile & Web Applications, CRM, ERP, Workflow Optimization, and Supply Chain Management, we empower businesses to unlock growth and innovation.

Position Overview

Technical Business Analyst (Pre-Sales)

Key Responsibilities

1. Pre-Sales Estimations (30%)

• Lead pre-sales estimations based on business analyst inputs and client discussions.
• Coordinate estimation cycles with the VP – Delivery and resolve issues raised during review discussions.
• Ensure estimates are technically feasible, commercially viable, and aligned with delivery capacity and business goals.

2. Client Engagement & Pre-Sales Ownership (50%)

• Participate in discovery calls and client meetings to understand requirements, business objectives, and solution expectations.
• Draft and share detailed meeting notes, feature lists, and high-level workflows post-client interactions.
• Prepare tailored proposals, Statements of Work (SoWs), and value-driven client presentations.
• Coordinate with the design/content team to develop mock-ups, wireframes, or visual aids for better articulation.
• Manage the complete pre-sales cycle—right from client interaction to final handover to the delivery team—ensuring complete clarity and stakeholder alignment.

3. CRM Management & Reporting (20%)

• Maintain and update HubSpot CRM to ensure opportunity tracking, deal progression, and accurate forecasting.
• Ensure regular CRM hygiene by logging communication, updating deal statuses, and flagging potential risks.
• Work closely with sales and delivery stakeholders to monitor pipeline health and identify forecasting gaps.

Required Skills & Qualifications

• 3–7 years of relevant experience as a Business Analyst in an IT services or product engineering company, preferably in a pre-sales capacity.
• Proven expertise in requirement gathering, estimations, costing, and proposal writing.
• Exceptional communication and stakeholder management skills, with a client-first approach.
• Proficiency with Figma, HubSpot CRM, and AI-enabled tools for document automation and content generation.
• Strong analytical thinking and the ability to convert complex business needs into structured technical documentation.
• Adept at creating high-quality documentation including feature lists, workflows, MoMs, and SoWs.
• Collaborative, proactive, and able to work cross-functionally in a fast-paced environment.