Presales Specialist

What You Will Do

Customer Centricity & Soft Skills

• Demonstrate strong written and verbal communication skills for effective stakeholder engagement.
• Build and maintain strong relationships with clients, internal teams, and leadership.
• Ask insightful, context-aware questions to uncover client needs and tailor solutions.
• Collaborate efficiently using digital tools such as MS Teams, OneDrive, etc.
• Present confidently to senior leadership and external stakeholders.
• Negotiate scopes, timelines, and estimates tactfully with clients and internal teams.

Agility & Responsiveness

• Drive fast kickoffs and bid planning with minimal ramp-up time.
• Proactively follow up on actions, identify risks early, and communicate transparently.
• Add value with unprompted initiatives such as mock-ups, win themes, or executive summaries.

Responsibility & Deliverable Quality

• Ensure all deliverables meet high standards of grammar, structure, and clarity.
• Use customized templates and formats for proposals and other presales documents.
• Maintain aesthetics and consistency across all documentation.
• Guarantee completeness, correctness, and alignment with internal processes.

Intelligence & Value Addition

• Conduct thorough client and industry research to tailor proposals.
• Identify and articulate unstated pain points.
• Craft compelling executive summaries that resonate with client objectives.
• Validate proposed solutions, estimates, and pricing through internal coordination.

Global Leverage

• Integrate relevant case studies and success stories to strengthen proposals.
• Reuse and repurpose best practices and reusable presales assets.
• Liaise with HR, Legal, and InfoSec teams to align on compliance, security, and operational readiness.

Must-Have Skills

• Solid understanding of presales processes in the IT industry (software services, digital transformation, analytics).
• Foundational knowledge of Business Analytics, AI/ML concepts, and solution structuring.
• High emotional intelligence (EQ) and intellectual capability (IQ) to handle complex and nuanced client conversations.
• Excellent communication, presentation, and team collaboration skills.