Presales Executive (Bengaluru, IN)
Key Responsibilities
Solution Design & Scoping
- Analyze RFPs and client requirements to develop custom, scalable solution proposals
- Collaborate with Sales and Marketing to design solutions for frontline customer teams.
- Conduct feasibility assessments and estimate project effort, timelines, and interdependencies.
Client Engagement & Presentations
- Support Sales and Key Account Managers in delivering engaging product demos and walkthroughs tailored to diverse stakeholders (technical teams, CXOs, regional managements, etc.).
- Customize pitch decks, mockups, and signage collateral to reflect the unique needs of each client or property group.
Proposal & Bid Support
- Lead and contribute to RFP/RFI responses and bid documentation with a balance of technical accuracy and persuasive storytelling.
- Assist in developing pricing proposals, license agreements, and solution overviews.
Product & CRM Strategy
- Configure and maintain CRM workflows (Zoho) to reflect evolving sales processes and partner engagement needs.
- Collaborate with Product and Marketing to ensure alignment across messaging, positioning, and brand strategy.
Required Skills & Experience
Technical & Product Knowledge
- Strong understanding of SaaS platforms; exposure to IoT and parking hardware is a plus but not essential.
- Experience working with CRM systems (Zoho, Salesforce, ActiveCampaign) and basic workflow automations.
- Skilled in drafting and reviewing RFP responses, SOWs, and solution documentation.
Sales & Communication
- Excellent communicator with the ability to translate complex ideas across visual, written, and (sometimes) verbal formats.
- Confident in customizing messaging for technical and non-technical stakeholders alike.
New Project Strategy & Scoping
- Comfortable navigating ambiguity and turning high-level ideas into detailed Solution documents.
- Detail-oriented when estimating project timelines, scope, and design variables.
- Skilled at coordinating with Sales, KAMs, Marketing, and Product teams to move deals forward.
Bonus Skills
- Familiarity with partner channel programs, VAR models, or B2B2C go-to-market strategies.
- Strong design sensibility for signage, overlays, mockups, and client-facing presentation materials.
Tools & Platforms
- CRM: Zoho CRM, ActiveCampaign, Salesforce (good to have)
- Collaboration: Slack, Google Workspace
- Design & Demo: Figma, Canva, PowerPoint, Keynote
- Documentation: Google Docs, Microsoft Word
- Reporting: Zoho Analytics, Excel, dashboard tools