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Pre-Sales Manager

1 month ago

Malappuram, India Unified Infotech Full time

About Unified:

For over 13 years, Unified Infotech has been at the forefront of technology consulting and software development. We specialize in distributed custom software, web, mobile, software, data & user experience based solutions/services. We cater to a diverse clientele, including emerging startups, MSMEs, and established enterprises. We help businesses engineer groundbreaking digital products that tackle complex challenges and redefine the digital landscape.

At Unified, a job isn’t just a job — it’s an ongoing pursuit of excellence. We exist to build and create, to understand and consult, to imagine and be creative, to reformulate UX, to invent and redefine, to code for performance, to collaborate and communicate.


Role Description: Unified Infotech is looking for an experienced Pre-Sales Manager with a strong foundation in Business Analysis (BA) to take on a hybrid role that combines 75% BA responsibilities with 25% managing the presales proposal preparation process. As a Pre-Sales Manager, your key responsibilities will include collaborating closely with clients, technical teams, and internal stakeholders to define requirements, draft proposals, and manage pre-sales activities while ensuring quality product delivery from the functional side. You will drive the end-to-end process of capturing business requirements, preparing technical solutions, and leading the proposal preparation for prospective clients.

This role is ideal for someone who enjoys both technical analysis and client-facing pre-sales activities. You will be a vital part of a dynamic team, helping to identify new business opportunities and ensuring that our solutions meet the needs of diverse industries.


Key Responsibilities:

  1. Pre-Sales Management:
  • Oversee and drive end-to-end presales activities, including coordinating with internal teams to create and deliver proposal documents (RFI/RFP/RFQ).
  • Manage and facilitate discussions with clients to gather requirements, analyze business needs, and create solutions that align with both technical and business goals.
  • Collaborate with the sales team to ensure that client expectations and deadlines are met, while also aligning internal technical resources for accurate estimation and planning.
  • Review and refine proposal documentation, ensuring alignment with client requirements and company capabilities.
  • Manage the creation and validation of Proof of Concepts (POCs) as needed to demonstrate the feasibility of solutions.
  • Support sales managers with project planning, status reporting, and tracking of proposals.
  1. Business Analysis (BA):
  • Independently gather and analyze business requirements, working closely with business owners and subject matter experts to translate those needs into functional specifications and technical requirements.
  • Define features, scope, and user flows for applications, and document requirements clearly for technical teams.
  • Perform gap analysis and document discrepancies between current capabilities and business needs.
  • Ensure that the proposed solution addresses all business needs, usability, performance, and feasibility concerns.
  • Maintain and update business descriptions, such as Epic Mapping, user flows, and relevant documentation.
  • Conduct research on business needs, industries, and market fit to support proposal development.
  • Create wireframes and other supporting materials as needed to communicate user requirements effectively.
  1. Collaboration and Stakeholder Management:
  • Act as a liaison between clients, business units, and technology teams to ensure a smooth flow of information and alignment on project goals.
  • Organize and facilitate pre-sales meetings and workshops with clients, gathering input and feedback to refine requirements.
  • Ensure the creation and management of high-quality, detailed documentation, including functional specifications, user stories, and other relevant artifacts.
  • Lead internal meetings to review proposals, validate requirements, and confirm solutions.
  1. Project Estimation and Validation:
  • Lead the estimation process for presales opportunities, collaborating with technical teams to define timeframes, resources, and costs.
  • Coordinate with relevant stakeholders for approvals of proposals and estimations.
  • Ensure that the requirements captured during pre-sales are validated during the development phase.


Desired Experience:

  1. 6+ years of experience as a Pre-Sales Business Analyst or Solution Consultant for web and mobile IT products.
  2. Extensive experience in Pre-Sales management, including leading proposal preparation and managing client relationships during the pre-sales process.
  3. Strong analytical skills with the ability to interpret business needs and translate them into clear functional and technical requirements.
  4. Proficiency in managing multiple stakeholders and coordinating cross-functional teams to deliver quality solutions on time.
  5. Proven ability to communicate effectively with clients, both technically and non-technically.
  6. Excellent verbal and written communication, presentation, and collaboration skills.
  7. Knowledge of various industries and an openness to researching and adapting to new markets.
  8. Familiarity with tools like Confluence, JIRA, Visio, Excel, Word, and PPT for documentation and presentation purposes.


Job Requirements:

  • Strong understanding of how to create business cases and estimates for presales opportunities, including writing and presenting proposals.
  • Ability to manage multiple presales opportunities simultaneously while ensuring that each client’s needs are met.
  • Analytical and highly organized, with excellent verbal and written communication abilities.
  • Experience with wireframing, user flow documentation, and other tools to support BA activities.
  • Ability to drive consensus between clients, business units, and technical teams, ensuring a shared understanding of project requirements.