Presales Specialists (Chatbot/Callbot Product)

We are looking for a proactive and solutions-driven Presales Specialist to bridge client needs with scalable product solutions. This role requires someone who thrives in a fast-paced environment, can learn quickly, adapt on the go, and effectively manage multiple stakeholders while driving opportunities toward closure.

Key Responsibilities:

Client Engagement

• Lead pre-sales activities to engage clients, understand business needs, and support the sales lifecycle from qualification to closure.
• Build strong client relationships early to ensure a smooth transition to Customer Success post-sale.
• Act as a trusted advisor, aligning client challenges with practical and scalable solutions.

Requirements Gathering

• Work closely with Account Managers to capture detailed business requirements and objectives.
• Translate client needs into clear, structured documentation for proposals and internal handover.

Proposal and Presentation Support

• Develop compelling solution proposals including business workflows, functional specs, and implementation approach.
• Deliver impactful product demos and presentations tailored to client industries and use cases.

Product Knowledge

• Maintain a strong understanding of product features, roadmap, and industry trends.
• Position product capabilities effectively against client pain points and competitive solutions.

Solution Development

• Collaborate with Product, Tech, and Delivery teams to design realistic and scalable solutions.
• Define scope, timelines, dependencies, and success criteria clearly.

Pre-to-Post-Sales Support

• Ensure seamless handover to Customer Success with full context, documentation, and expectations alignment.
• Support onboarding by clarifying solution design and ensuring delivery matches commitments.

Client Success Support

• Partner with Customer Success during early onboarding stages to ensure alignment and adoption.
• Re-engage clients to identify upsell or expansion opportunities where relevant.

Market Research

• Stay updated on market trends, customer pain points, and competitor landscape.
• Provide insights to improve product positioning and sales strategy.

Requirements:

Minimum Qualifications:

• Bachelor's degree in Computer Science, Information Technology, Engineering, or related field.
• 3+ years of experience in pre-sales, solution consulting, or technical sales.
• Strong understanding of software systems, APIs, and business workflows.
• Excellent communication and presentation skills (technical & non-technical audiences).
• Experience working with cross-functional teams to deliver tailored solutions.
• Ability to work independently while collaborating effectively in a team environment.

Technical & Tool Proficiency

• Microsoft Office Suite, Google Workspace
• Collaboration tools (e.g., ClickUp, Jira, Github)
• Basic design tools (e.g., Adobe Photoshop or equivalent)

What We Expect (Working Style & Culture Fit):

• Fast-Paced Execution – Comfortable working in a dynamic environment with tight timelines and evolving priorities.
• Learn Fast, Adapt Faster – Ability to quickly pick up new products, industries, and client requirements with minimal handholding.
• Ownership & Accountability – Takes initiative and ownership of opportunities from start to finish.
• Multitasking & Prioritization – Able to manage multiple projects, clients, and deadlines concurrently without compromising quality.
• Stakeholder Management – Strong ability to coordinate across Sales, Product, Tech, and Clients effectively.
• Problem-Solving Mindset – Thinks critically and proposes practical, implementable solutions.
• Continuous Improvement – Always looking to refine processes, improve solutions, and innovate on the go.
• Resilience & Positive Attitude – Able to handle ambiguity, feedback, and pressure constructively.