Presales Specialist

About Credgenics

Credgenics is India's leading SaaS-based debt collection platform, empowering banks, NBFCs, FinTechs, and ARCs to digitize and automate their collections processes. By leveraging AI, ML, and advanced analytics, we help financial institutions improve recovery rates, optimize collection spends, and enhance operational efficiency.

We are now looking for an experiencedand driven Presales Specialist to join our team and play a key role in driving growth by identifying and engaging with potential customers.

Role Summary:

As a Presales Specialist, you will act as a key bridge between the sales, product, and client teams. You will be responsible for understanding client requirements, crafting tailored solutions, and driving the end-to-end pre-sales process—from RFP analysis to solution presentations. This role requires a strong blend of technical understanding, business acumen, and stakeholder management to effectively position Credgenics offerings and support deal closures.

What You'll Be Doing:

• Understanding and interpreting RFPs and proposal writing
• Internal and External stakeholder management
• Conducting software demonstration
• Bid/ Proposal preparation and submissions
• Track bid status and respond/ manage accordingly
• Prepare and present corporate/ client Presentations/ Product demos/ Webinars
• Client interactions and management
• Manage end-to-end Pre Sales cycle
• BRD and Product-related documentation
• Scope of work alignment internally and externally

What we're looking for:

• Minimum 5+ yrs experience in solution/consultative selling.
• Hands-on experience of the entire Pre-Sales cycle
• Experience in Pre-Sales of financial products/ solutions/ systems
• Good understanding of the BFSI domain
• Project management and liaison skills / Stakeholder management
• Excellent Communication and Presentation skills
• Ability to understand client requirements and work with internal stakeholders to create a custom pitch for prospective clients.