Pre-Sales and Customer Support
11 hours ago
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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