Pre-Sales Executive/Onboarding Specialist

6 days ago

Bengaluru, Karnataka, India Toolyt Full time

Location
Bengaluru, India

Salary
/month

Job Type
Full-time

Date Posted
November 22nd, 2025

Apply Now
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 configuration, and post-go-live assistance to ensure a smooth customer experience.

Key Responsibilities

  • Demo Call Management

  • Respond promptly to demo call requests from prospects.

  • Understand the clients business use cases, challenges, and pain points.

  • Prepare and schedule customized demo sessions aligned with the identified requirements.

  • 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.

  • Collateral Sharing

  • Share product brochures, capability decks, and other required documentation.

  • Provide clear and concise product information based on client queries.

  • Demo Account Setup

  • Create and configure demo accounts tailored to the prospects needs.

  • Ensure that the demo environment reflects the customers expected workflows and use cases.

  • 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.

  • 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.

  • 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 immediate joiners)

  • Pre-Sales Executive/Onboarding Specialist

    4 days ago

    Bengaluru, Karnataka, India Toolyt Full time

    Position OverviewThe 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,...

  • Fix Onboarding Specialist

    2 weeks ago

    Bengaluru, Karnataka, India BestEx Research Full time

    About 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...

  • Fix Onboarding Specialist

    2 weeks ago

    Bengaluru, Karnataka, India BestEx Research Full time

    About 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...

  • Pre sales Associate

    5 days ago

    Bengaluru, Karnataka, India Frutta - Corporate Refreshment & Experience Specialist Full time

    Job description - Pre Sales / Inside Sales AssociateCompany name: Ubiquitous Beverages LLP ( Brand name - Frutta)Company details: Fruttais South India's most preferred one-stop corporate refreshment & experience partner. We aim to do the same by providing an exciting assortment of refreshments and events by seamlessly integrating technology to provide...

  • Client Onboarding Specialist

    12 hours ago

    Bengaluru, Karnataka, India Pay3 Full time

    Client Onboarding specialist - Pay3Job Title: Client Onboarding SpecialistLocation: Bengaluru, India Department: Customer Success & ImplementationExperience: 1–2 yearsType: Full-TimeAbout Pay3Pay3 offers a comprehensive global payments solution for the digital commerce industry, enabling seamless  purchases and payouts across 100+ countries through a...

  • Onboarding Specialist

    4 days ago

    Bengaluru, Karnataka, India WizCommerce Full time

    Onboarding ManagerAbout the company:At WizCommerce, we are revolutionising B2B commerce for manufacturers, wholesalers, and distributors across the USA, India and Canada. Our mission is to empower businesses with innovative technology solutions that drive revenue and foster growth. Recognizing the challenges posed by outdated software and cumbersome offline...

  • Onboarding Specialist

    4 days ago

    Bengaluru, Karnataka, India Learner Space Full time

    Role DescriptionThis is a remote internship role for an Onboarding Specialist. The Onboarding Specialist will be responsible for guiding clients through the onboarding process, ensuring they have a seamless and positive start with our platform. Daily tasks include coordinating with clients, addressing queries, providing necessary training or resources, and...

  • Pre Sales

    2 days ago

    Bengaluru, Karnataka, India IndiQube Full time

    Job Title: Inside SalesLocation: Bangalore, Hyderabad & MumbaiExperience: 0-3Company DescriptionIndiQube is a workspace solutions provider catering to the needs of Enterprises, Unicorn Start-ups, Offshore Development Centers, and Solopreneurs. By offering a smart building experience with scalability and flexibility, IndiQube creates an environment for...

  • Pre-Sales Executive

    2 weeks ago

    Bengaluru, Karnataka, India Preeti Developers Pvt Ltd Full time

    Company DescriptionPreeti Developers Pvt Ltd, headquartered in Bangalore, is a leading real estate company providing a wide range of residential and commercial real estate projects across South India. With a rapidly expanding network in Bangalore, Mysore, Devanahalli, and Palasamudram, Preeti Developers specializes in developing legally approved plots and...

  • Client Onboarding Specialist

    4 days ago

    Bengaluru, Karnataka, India Black Box Full time

    Purpose of Job:Responsible to bridge the gap between sales and the technical implementation and service delivery.Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.Administer the onboarding process to include:conduct...