Presales Executive

3 weeks ago

Gurugram, India Befree Business Full time

Job Title: PreSales Executive
Location: Gurugram
Work Timings: 7:30 AM to 4:30 PM
Work Model: On-site

Role Overview:

As a PreSales Executive, you will act as the critical link between our sales team, potential clients, and internal delivery teams. Your primary responsibility is to understand client requirements and translate them into tailored, deliverable solutions. You will drive strategic solution consulting to support sales conversions in the financial services outsourcing domain.

Key Responsibilities:

1. Sales Discovery & Client Engagement

  • Participate in initial sales calls to qualify leads and identify client pain points.
  • Conduct discovery sessions to gather business goals and document detailed use cases.
  • Analyze client operations and recommend optimal outsourcing models (FTE-based, task-based, dedicated resources, etc.).

2. Proposal & Solution Design

  • Create custom solution proposals with detailed workflow diagrams, delivery models, service scopes, and pricing structures.
  • Collaborate with delivery and operations teams to ensure the feasibility and accuracy of proposed solutions.
  • Develop tailored pitch decks, Statements of Work (SoWs), and service agreements in collaboration with legal/compliance teams.

3. Sales Enablement & Support

  • Serve as a subject-matter expert (SME) during client meetings, demos, and capability presentations.
  • Create and maintain presales collateral such as use cases, process maps, ROI analyses, and transition plans.
  • Maintain a repository of solution templates, case studies, and service blueprints.

4. Client Transition Handover

  • Ensure smooth transition of client requirements to delivery teams post-deal closure.
  • Document key transition elements including process risks, timelines, and critical success factors.
  • Participate in onboarding calls during the first 24 weeks post-signing to ensure successful handoff and client satisfaction.

Required Qualifications & Experience:

  • 34 years of hands-on experience in Presales or Solution Consulting within a BPO/KPO/outsourcing environment catering to financial services.
  • Proven client-facing experience across areas such as Accounting, Financial Planning, Bookkeeping, Mortgage Broking, Taxation, or SMSF.
  • Strong experience in preparing proposals, SoWs, and pricing models.
  • Expertise in process mapping and documentation using tools like Visio, Lucidchart, or similar.
  • Excellent verbal and written communication skills, with comfort in engaging CXOs, Practice Managers, and Financial Advisors.
  • Proficient in MS Office tools — particularly Excel (for pricing), PowerPoint (for presentations), and Word (for documentation).

Preferred Qualifications:

  • Familiarity with outsourcing models including FTE-based, seat-based, and task-based pricing.
  • Understanding of Australian, UK, and US financial compliance standards.
  • Experience working alongside Business Development Managers or Sales Consultants.

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