Technical Business Analyst – Pre-Sales

4 weeks ago

Jaipur, India Matellio Inc. Full time

Job Title: Technical Business Analyst – Pre-Sales

Location:

  • Hybrid: Jodhpur / Jaipur Office
  • Remote: Pan-India

Position Overview

We are seeking a dynamic and detail-oriented 
Technical Business Analyst (Pre-Sales)
 with 3–7 years of experience in the IT services domain. The ideal candidate will play a critical role in owning the pre-sales process, collaborating with delivery and sales teams, engaging with prospective clients, and translating business needs into actionable solutions.

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.

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