Presales Consultant

3 days ago


Pune, India HeapTrace Technology Full time

Job Title : Pre-Sales Consultant

Location : Pune

Experience : 3+ Years

Job Type : Full-time

Role Overview :

We are seeking a dynamic and client-focused Pre-Sales Consultant to join our team. The ideal candidate will act as a critical link between our Business Development team, clients, and internal teams. You will be responsible for understanding client requirements, crafting tailored proposals, negotiating costs, and driving successful client engagements.

# Key Responsibilities

Requirement Gathering & Analysis :

  • Collaborate with the business development team to understand high-level client requirements.
  • Conduct client meetings to gather, analyze, and document detailed functional and technical requirements.

Proposal Development :

  • Prepare comprehensive RFPs, RFIs, and technical proposals based on client requirements.
  • Draft detailed scope of work (SOW) and project timelines in alignment with client needs and company capabilities.

Client Engagement & Negotiation :

  • Act as the primary contact for clients during the pre-sales phase to ensure clear communication and alignment.
  • Negotiate project costs, timelines, and deliverables with clients to achieve mutually beneficial outcomes.

Internal Coordination :

  • Work with internal teams, including technical, finance, and operations, to ensure accurate costing and resource planning.
  • Translate business requirements into technical solutions for internal teams.

Presentation & Support :

  • Support the sales team with presentations, demos, and product demonstrations.
  • Provide insights and suggestions for improving solutions based on market trends and client feedback.

Documentation & Reporting :

  • Maintain comprehensive documentation for each client engagement, including meeting notes, requirements, and approved proposals.
  • Report on pre-sales activities and outcomes to management regularly.

Required Skills & Qualifications

  • Proven experience as a Pre-Sales Consultant, or similar role in the IT service industry.
  • Strong understanding of software development life cycles, IT solutions, and business processes.
  • Proficiency in creating detailed RFPs, RFIs, and proposals.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Proficiency in tools like MS Office, project management software, and CRM platforms.
  • Bachelor's degree in IT, Business Administration, or a related field (MBA preferred).



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