Pre-Sales Specialist (SaaS & Digital Transformation)

Pre-Sales Specialist SaaS & Digital Transformation

Role Overview

We are looking for a Pre-Sales Specialist to support the Sales team through requirement analysis, solution mapping, product demonstrations and pre-sales enablement. The role will also be responsible for creating reusable product knowledge and digital content assets, including demo videos, how-to videos, explainer videos and knowledge base articles, with an immediate focus on Zoho and related digital transformation solutions.

Key Responsibilities

• Conduct discovery calls and requirement-analysis sessions to understand customer business processes, pain points and automation requirements.
• Analyse and map customer requirements to appropriate Zoho applications, features and solution approaches.
• Plan and deliver engaging product demonstrations, solution walkthroughs and presentations tailored to customer use cases.
• Self-record and produce product video assets, including demo videos, how-to videos, feature walkthroughs, explainer videos and solution use-case videos.
• Create and maintain support Knowledge Base (KB) articles, FAQs, product guides and other reusable knowledge assets for customers and internal teams.
• Prepare solution proposals, scope inputs, process flows, presentations and other pre-sales documentation required to support the sales cycle.
• Work with Sales and Implementation teams to validate solution feasibility, configuration, customization and integration requirements.
• Support the Sales team with product queries, technical clarifications, RFP/RFI responses, solution comparisons and other standard pre-sales activities.
• Continuously build and maintain functional knowledge of Zoho CRM, Books, People, Projects, Creator, Analytics and other relevant business applications.

Candidate Profile

• Graduate in Engineering, IT, Business or a related discipline.
• 3+ years of experience in Pre-Sales, Solution Consulting, SaaS, ERP, CRM, business applications or IT services.
• Strong ability to understand business requirements and translate them into practical technology solutions.
• Good understanding of business processes across functions such as Sales, Finance, HR, Operations, Manufacturing, Retail and Customer Service.
• Excellent communication, presentation, product demonstration and client-facing skills.
• Comfortable with self-recording product demonstrations and creating instructional/explainer content using screen-recording and basic video/content creation tools.
• Strong analytical, documentation and problem-solving abilities, with an aptitude for creating clear and structured knowledge content.
• Zoho experience is preferred; experience with other SaaS/business applications will be an advantage.