
Pre-Sales Manager
1 day ago
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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