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Pre-Sales (Lead Generation | Finance Domain)

2 weeks ago

Pune, Maharashtra, India Altysys Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Experience Required:
2 to 5 Years

Location:
Remote (Bangalore, Pune, Mumbai, Hyderabad – must be in these cities)

Shift Timing:
6:00 PM to 3:00 AM IST (EST timezone)

Employment Type:
C2C/6 Months Contract

Job Overview:

We are looking for a proactive and customer-focused
Customer Support – Pre-Sales Representative
with 2+ years of experience in pre-sales within the
financial domain
. The role requires excellent communication skills and a passion for helping customers through the initial sales journey.

You will be the first point of contact for potential customers, responsible for lead qualification and coordination with customer success (CS) teams. Most interactions will happen via
chat and email
(using Intercom), but candidates should be comfortable with phone interactions when needed.

Key Responsibilities:

  • Handle incoming pre-sales queries via
    Intercom chat and email
  • Qualify leads and understand customer requirements
  • Set up appointments with internal CS/sales teams
  • Update and manage leads and communication in the
    CRM system
  • Schedule or make calls when necessary
  • Collaborate with internal teams (Sales, Marketing, Product) to support conversion

Required Skills & Qualifications:

  • Minimum 2 years of
    Pre-Sales experience
    in a
    Financial Services/FinTech domain
  • Strong
    customer service/support background
  • Excellent
    verbal and written English communication
    skills
  • High attention to detail and a customer-first mindset
  • Familiarity with tools like
    Intercom, CRMs
    , and basic system troubleshooting
  • Ability to work in
    US EST time zone
    (6:00 PM – 3:00 AM IST) with flexibility during daylight saving
  • Willingness to travel to the office for:
  • Laptop/asset collection
  • Hardware/network troubleshooting
  • Scheduled in-person meetings