Pre-Sales Manager

5 days ago

Bengaluru, India SBL Knowledge Services Full time

Job Title: Pre-Sales Manager BPMS (Insurance, Mortgage, Healthcare & Real Estate)
Location: Bangalore
Experience: 5+ years in Pre-Sales, Business Analysis, or Solution Consulting in a reputed BPO
Reports to: Head of Sales / Head of Operations
Job Type: Full-time
Job Summary:
We are looking for a dynamic and experienced Pre-Sales Manager with strong domain knowledge in BPMS solutions and deep understanding of business processes across Insurance, Mortgage, Healthcare (AR/AP), and Real Estate industries. The ideal candidate will drive pre-sales activities, create impactful sales collaterals and RFP responses, and support business development through lead identification and technical consultation.
Key Responsibilities:
Pre-Sales & Solutioning

  • Work closely with Sales and Product teams to understand client requirements and propose tailored BPMS solutions.
  • Conduct deep-dive workshops and discovery sessions to map client pain points to technical features.
  • Design, present, and demonstrate BPMS capabilities aligned with client business goals.

Collateral & Documentation

  • Create compelling sales and marketing collaterals including presentations, solution briefs, whitepapers, and case studies.
  • Prepare high-quality responses for RFPs, RFIs, and RFQs, ensuring alignment with client needs and company capabilities.
  • Maintain a library of reusable pre-sales assets and templates.

Lead Generation & Market Intelligence

  • Collaborate with marketing and sales teams to identify and qualify leads in the targeted verticals.
  • Research industry trends, competitor offerings, and emerging technologies to refine value propositions.
  • Participate in industry forums, webinars, and networking events to build brand presence and pipeline.

Stakeholder Engagement

  • Act as a bridge between Sales, Delivery, and Product teams to ensure successful handover and project alignment.
  • Provide feedback to the product team on customer expectations and feature requests.

Key Skills & Qualifications:
Mandatory Skills

  • Strong experience in BPMS platforms (e.g., Appian, Pega, Nintex, Camunda, Bizagi, etc.)
  • Solid understanding of processes across:
  • Insurance: Claims processing, underwriting, policy management
  • Mortgage: Loan origination, servicing, compliance
  • Healthcare (AR/AP): Medical billing, payment posting, collections
  • Real Estate: Lease management, property onboarding, tenant management
  • Proven ability to write winning RFP/RFI responses and technical proposals
  • Experience in creating impactful sales collaterals and client presentations
  • Excellent communication, interpersonal, and stakeholder management skills

Preferred Qualifications

  • Bachelor's degree in Business, Technology, or related field (MBA preferred)
  • Certification in any BPMS platform or project management methodologies is a plus
  • Experience working in agile environments or with SaaS solutions

Success Metrics:

  • Number of qualified opportunities supported with pre-sales materials
  • Conversion rate of leads to closed deals
  • Quality and timeliness of RFP responses
  • Stakeholder satisfaction (sales, delivery, and clients)
  • Contribution to new revenue through technical expertise and consultative approach

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