
Technical Business Analyst – Pre-Sales
11 hours ago
Job Title: Technical Business Analyst – Pre-Sales
Location:
- Hybrid: Jodhpur / Jaipur Office
- Remote: Pan-India
Position Overview
We are seeking a dynamic and detail-oriented
Technical Business Analyst (Pre-Sales)
with 3–7 years of experience in the IT services domain. The ideal candidate will play a critical role in owning the pre-sales process, collaborating with delivery and sales teams, engaging with prospective clients, and translating business needs into actionable solutions.
Key Responsibilities
1. Pre-Sales Estimations (30%)
- Lead pre-sales estimations based on business analyst inputs and client discussions.
- Coordinate estimation cycles with the VP – Delivery and resolve issues raised during review discussions.
- Ensure estimates are technically feasible, commercially viable, and aligned with delivery capacity and business goals.
2. Client Engagement & Pre-Sales Ownership (50%)
- Participate in discovery calls and client meetings to understand requirements, business objectives, and solution expectations.
- Draft and share detailed meeting notes, feature lists, and high-level workflows post-client interactions.
- Prepare tailored proposals, Statements of Work (SoWs), and value-driven client presentations.
- Coordinate with the design/content team to develop mock-ups, wireframes, or visual aids for better articulation.
- Manage the complete pre-sales cycle—right from client interaction to final handover to the delivery team—ensuring complete clarity and stakeholder alignment.
3. CRM Management & Reporting (20%)
- Maintain and update HubSpot CRM to ensure opportunity tracking, deal progression, and accurate forecasting.
- Ensure regular CRM hygiene by logging communication, updating deal statuses, and flagging potential risks.
- Work closely with sales and delivery stakeholders to monitor pipeline health and identify forecasting gaps.
Required Skills & Qualifications
- 3–7 years of relevant experience as a Business Analyst in an IT services or product engineering company, preferably in a pre-sales capacity.
- Proven expertise in requirement gathering, estimations, costing, and proposal writing.
- Exceptional communication and stakeholder management skills, with a client-first approach.
- Proficiency with Figma, HubSpot CRM, and AI-enabled tools for document automation and content generation.
- Strong analytical thinking and the ability to convert complex business needs into structured technical documentation.
- Adept at creating high-quality documentation including feature lists, workflows, MoMs, and SoWs.
- Collaborative, proactive, and able to work cross-functionally in a fast-paced environment.
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