Pre-Sales and Customer Support

13 hours ago

Gandhinagar, Gujarat, India Fintech Global Center Full time ₹ 12,00,000 - ₹ 24,00,000 per year

Location:
 GIFT City, Gandhinagar

Job Type:
 Full-time

About the Role

We are seeking a 
Pre-sales, Customer Training, On boarding, and Support Representative for
 a global customer base for a financial software as a service product, who learns fast, communicates clearly, and is confident in client-facing settings (video and in-person). You'll blend consultative selling with hands-on customer success—engaging prospects, running demos, helping close qualified deals, and ensuring smooth on boarding and ongoing training and adoption.

This role is based in GIFT City, 
Gandhinagar
; occasional international travel for client meetings or events may be required.

Key Responsibilities

  • Act as a trusted advisor in pre-sales: quickly absorb product/domain knowledge, uncover client needs, and propose tailored solutions with clear ROI.
  • Deliver crisp presentations and product demos (remote and in-person) that translate features into business outcomes.
  • Help with the sales cycle: prospect, nurture, demo, and help close.
  • Provide post-sales support, including onboarding, training, issue resolution, and on-site implementation when needed, ensuring smooth product adoption.
  • Help customers 
    adopt and use the product effectively
    , offering proactive resources, FAQs, and updates.
  • Address and resolve customer concerns promptly, building long-term trust and relationships.
  • Collaborate with internal teams (marketing, product, support) to deliver a seamless customer-centric experience.
  • Maintain up-to-date CRM records for leads, opportunities, activities, and support cases.
  • Be presentable and people-comfortable—confident on calls and in physical client meetings; represent the brand professionally.
  • Learn fast and adapt quickly to new information, products, and processes.

Requirements

  • Fast learner with strong problem-solving skills; able to pick up products, workflows, and industry concepts quickly.
  • Excellent spoken and written communication; confident presenter with strong executive presence.
  • Professional and presentable—comfortable speaking with customers on calls and in person in an office/professional setting.
  • Ability to work some NY/London overlap hours from Gandhinagar
  • Efficient with online meeting/communication platforms, and MS Office, and CRM.
  • Customer-focused, and effective working both independently and collaboratively.
  • Experience in pre-sales, business development, customer success/support, or other client-facing roles, a plus.

Preferred Qualifications & Experience

  • Bachelor's degree in 
    Business Administration, Finance, Commerce

or a related field.
- MBA or Postgraduate qualification in 
Finance, Sales, or Marketing

is a plus.
- Excellent communication skills.
- Experience with international customers or U.S.-based clients, a plus.
- Background in 
financial markets, trading systems, investment platforms, 
SaaS, technology, a plus.

What We Offer

  • Competitive salary plus performance-based incentives.
  • On-site/hybrid setup in GIFT City, Gandhinagar currently 3 days a week.

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