Understand SaaS products in depth and work with internal technology teams to define the best process for pre-sales.

• Understand Finance Domain
• Conduct client meetings/discovery calls with Sales Representatives for exact technical requirements gathering (Business, technical and functional requirements) and offering customers the best solution for their needs.
• Coordinate with the sales team to create customized solutions in line with

Company’s products and delivery capability.

• Develop standard summary documents to cover FAQs from customers on Company’s technical solutions, documents on delivery process, efforts and cost estimation.
• Coordinate with internal delivery teams and pull right team members who can help with customer pre-sales calls.
• Act as a single point of contact for the Sales team for any pre-sales technical queries.

o Support sales team with due diligence, IT security and all technical related queries.
o Draft and deliver presentations on technical solutions, design/ architecture diagrams agreed during pre-sales calls.
o Define standard SOW, modify the SOW as per customer requirements and provide to the Sales team for contract closure.
o Ensure that requirement documentation is maintained to the highest quality and accuracy.

• Explain and handover the agreed scope of work and timelines to the delivery team.

Attend initial customer delivery meetings to ensure handshake between Customer and Delivery team.

• Develop and maintain consultative relationship with Customer.
• In peak demand, handle 5-7 customer calls in a day and deliver on the required scope documents, handover responsibilities etc.

• Must have : Familiarity with enterprise software systems like SAP ECC, S4/Hana, Oracle JDE, Oracle Netsuite, Microsoft Dynamics Nav/AX.
• Good combination of IQ + EQ to handle senior customer stakeholders patiently.
• Excellent verbal and written communication skills; Ability to manage stakeholders at CXO

and mid senior level.

• Excellent analytical and problem-solving skills - A passion for solving tough problems and proposing elegant solutions.
• Curiosity and the desire to learn and adapt - Our business is changing and growing fast. So flexibility is the key to learning and helping teach others.
• Ability to work both independently.
• Flexibility to be available for customer calls on short notice and adjusting the schedule to accommodate sales team requests.
• High level of ownership, ability to work in extremely high pace environment with cross-functional collaboration.
• Very good decision making and problem solving skills

• Qualifications

• Bachelor’s degree in the computer science/ information technology; MBA is a plus
• Proven experience in pre-sales technical roles in handling large enterprise customers remotely (serving international markets)
• 3-5 years of experience in pre-sales technical engineer role in B2B SaaS product sales