Pre-Sales Executive/Onboarding Specialist
2 days ago
Position Overview The Pre-Sales & Onboarding Specialist will be responsible for managing the complete pre-sales cycle—from responding to demo requests, understanding customer pain points, conducting tailored demos, and driving prospects through evaluation to onboarding. This role also supports the commercial process, account setup, product configuration, and post-go-live assistance to ensure a smooth customer experience. Key Responsibilities : 1. Demo Call Management Respond promptly to demo call requests from prospects. Understand the client’s business use cases, challenges, and pain points. Prepare and schedule customized demo sessions aligned with the identified requirements. 2. Prospect Follow-Up Conduct regular follow-ups with prospects to maintain engagement and move the evaluation process forward. Reschedule demo calls when required and ensure consistent communication until closure. 3. Collateral Sharing Share product brochures, capability decks, and other required documentation. Provide clear and concise product information based on client queries. 4. Demo Account Setup Create and configure demo accounts tailored to the prospect’s needs. Ensure that the demo environment reflects the customer’s expected workflows and use cases. 5. Commercial Facilitation Coordinate with the sales/commercial team to share pricing details, proposals, and commercial terms. Address prospect questions related to commercials and support the closure process. 6. Trial Management Provide access to trial environments as per the defined trial policy. Monitor usage, assist prospects during the trial period, and obtain formal sign-off upon trial completion. 7. Onboarding & Go-Live Support Once commercial agreements are finalized, create a dedicated production account. Perform data migration and initial setup either independently or with support from account managers. Prepare the production environment for customer usage. Support the customer during go-live and provide post-implementation assistance until stabilization. Required Skills & Qualifications Strong communication and client-handling skills. Ability to understand business processes and map product features to customer needs. Experience in pre-sales, customer onboarding, or SaaS product demonstrations (preferred). Basic technical knowledge to configure accounts, manage demos, and support migrations. Good coordination skills with internal teams (sales, account management, support). Proactive follow-up and problem-solving attitude. Qualification B.com, Bba or (Any degree preferred ) (Looking for an immediate joiners)
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Bengaluru, India Toolyt Full timeJob Description Position Overview The Pre-Sales & Onboarding Specialist will be responsible for managing the complete pre-sales cyclefrom responding to demo requests, understanding customer pain points, conducting tailored demos, and driving prospects through evaluation to onboarding. This role also supports the commercial process, account setup, product...
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Onboarding Specialist
2 days ago
Bengaluru, India First Tek, Inc. Full timeJD: "Onboarding Specialist Responsibilities: Actively involved in pre-onboarding activities Managing data and coordinating with various departments, including partners and candidates Handling logistics arrangements related to onboarding Required to be present in the office on the day of onboarding to facilitate the process Preparing and sharing a monthly...
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Onboarding Specialist
1 week ago
Bengaluru, India First Tek Full timeJob Description Responsibilities: Actively involved in pre-onboarding activities Managing data and coordinating with various departments, including partners and candidates Handling logistics arrangements related to onboarding Required to be present in the office on the day of onboarding to facilitate the process Preparing and sharing a monthly dashboard with...
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Onboarding Specialist
15 hours ago
Bengaluru, India Flexi Roundtables : Top 1% Leaders Full timeJob Description: Onboarding Specialist – Flexi Roundtables Location: Hyderabad / Bengaluru / MumbaiBrand: Flexi Roundtables – Top 1% LeadersType: Full-time, High-Intensity Execution RoleAbout Flexi Roundtables Flexi Roundtables is India’s fastest-growing CXO community platform, bringing together Top 1% Leaders , policymakers, and innovation-driven...
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Pre-Sales Specialist
3 days ago
Bengaluru, India Velociti Full timeJob Description Company Description Velociti India is a leading real estate firm based in Bengaluru, with over two decades of experience in the industry. Committed to transforming the real estate landscape, the company focuses on connecting people with their dream homes while providing an exceptional home-buying experience. Velociti India combines practical...
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Fix Onboarding Specialist
6 days ago
Bengaluru, Karnataka, India BestEx Research Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic...
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Fix Onboarding Specialist
6 days ago
Bengaluru, Karnataka, India BestEx Research Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic...
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Lead Onboarding Specialist
2 weeks ago
Bengaluru, Karnataka, India BestEx Research Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAbout BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic...
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Pre sales
4 weeks ago
Bengaluru, India Newton School Full timeRole Overview As a Pre-Sales Account Executive , you will play a crucial role in driving enterprise sales by connecting with prospective clients, identifying business needs, delivering tailored product demonstrations, and supporting the sales cycle to successful closures. Key Responsibilities Lead Generation & Prospecting Identify, research, and qualify...
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Pre sales
4 weeks ago
Bengaluru, India Newton School Full timeRole Overview As a Pre-Sales Account Executive, you will play a crucial role in driving enterprise sales by connecting with prospective clients, identifying business needs, delivering tailored product demonstrations, and supporting the sales cycle to successful closures. Key Responsibilities - Lead Generation & Prospecting - Identify, research, and qualify...
