Job Title : Pre-Sales Specialist Location : Mumbai, India Experience : Minimum 3+ years About Vaultedge: Vaultedge is a Document AI company. Vaultedge's AI powered platform helps companies automate document-heavy business processes like Loan Processing and Customer Onboarding. Our software is used by enterprise BFSI customers like HDFC, Ocwen, BSI Financial etc. Vaultedge is founded by senior Stanford and IIM Ahmedabad alumni who have previously with companies like Oracle, IBM, HP and Netapp. Vaultedge is backed by notable VCs such as Powerhouse Ventures, GSF, Venture Highway and Freshworks CEO (Girish Mathrubootham) Job Overview : Vaultedge is seeking a skilled Pre-Sales Engineer with 3-5 years of experience to join our team in Mumbai. The ideal candidate will have a strong background in technical solutioning, client interactions, and product demonstrations to drive successful sales engagements. The ideal candidate must be based out of Mumbai. Roles & Responsibilities : Client Engagement : Work closely with the sales team to understand client requirements and develop tailored solutions. Technical Presentations : Deliver compelling product demonstrations and technical presentations to potential clients. Solution Design : Assist in crafting technical proposals and proof-of-concept solutions that align with client needs. Requirement Gathering : Collaborate with clients to collect and understand business and technical requirements. Product Customization : Provide guidance on product customization to fit client specifications. Technical Expertise : Act as the subject matter expert for Vaultedge’s API and AI-driven solutions during sales pitches. RFP/RFI Responses : Draft responses to technical sections of RFPs and RFIs. Cross-Functional Coordination : Liaise with product and engineering teams to align product capabilities with client feedback. Training & Support : Provide training and support to clients during the trial and post-sales phases. Market Insights : Provide insights and feedback from customer interactions to inform product improvements and market strategies. Qualifications : Bachelor’s degree in Computer Science, Engineering, or related field. Prior experience in Enterprise software pre-sales role is a must. Excellent communication and presentation skills. Ability to manage multiple projects and meet deadlines. Compensation range: 10-20 LPA (depending on experience)
About Us Vaultedge is a fast-growing Document AI software company helping mortgage lenders, servicers, banks, and credit unions automate document processing. Our AI-powered platform reduces manual effort, improves turnaround time, and enhances data accuracy — leading to real business impact for our clients. About the Role We are looking for an SDR (Sales Development Rep) to join our growing sales team. As an SDR, you’ll be the first point of contact for prospects — engaging decision-makers at banks, mortgage lenders, and servicers in the US. Your job is to generate qualified leads and hand them off to our Account Executives. What You’ll Do • Outreach via email, LinkedIn, and cold calls to VPs/Directors in mortgage companies • Build rapport, understand needs, and nurture leads until they’re sales-ready • Respond to inbound leads from our website/social channels • Maintain activity and pipeline data in our CRM (Zoho/HubSpot) • Collaborate with the sales team to improve messaging and targeting Success Metrics • Number of qualified meetings booked (SQLs) • Value of pipeline created A Typical Day • 2 hrs: Emails and responses • 2 hrs: Calls and LinkedIn connects • 2 hrs: Prospecting new accounts • 1 hr: Team meetings and feedback loops • Monthly strategy reviews and coaching with the CEO What Makes You a Great Fit • 2+ years in B2B SDR or Inside Sales (US market preferred) • Strong verbal and written communication • Self-driven, persistent, and outcome-focused • Natural relationship builder with ability to handle objections • Curious, coachable, and competitive — you like to win What We Offer • Salary: ₹5–15 LPA (based on experience) • ESOPs • Health benefits • Opportunity to represent Vaultedge at US industry events • Detailed onboarding and continuous coaching • A collaborative, high-performance team culture How to Apply: Along with your resume, please record a 1–2 minute voice introduction telling us a bit about yourself and your cold calling experience. You can record it here: https://vocaroo.com (You can use any other tool you like as well) After recording, click “Save & Share” and send us the link via LinkedIn or add the link to your resume or cover letter.