Senior - Presales Professional

Senior Presales / Solution Consultant BFSI | Mumbai | LeadSquared

The Role




What Youll Do

• Lead discovery sessions with BFSI customers to understand business objectives, customer journeys, processes, pain points, and technology requirements.
• Partner with Sales to qualify opportunities, shape deal strategy, and position LeadSquared effectively.
• Design solutions using LeadSquared across CRM, sales automation, marketing automation, workflow automation, lead management, customer engagement, and integrations .
• Work with BFSI customers across use cases such as digital lending, customer acquisition, onboarding, sales distribution, relationship management, cross-sell/upsell, and customer servicing .
• Deliver compelling product demos, solution presentations, workshops, and executive conversations.
• Build customized demos and POCs for complex BFSI requirements.
• Own solution proposals, RFP/RFI responses, technical documentation, and solution presentations.
• Define integrations, workflows, data flows, and implementation approaches with customers and internal teams.
• Translate LeadSquared capabilities into business value, ROI, revenue impact, productivity gains, and improved customer experience .
• Work closely with Product, Engineering, Delivery, and Customer Success teams to validate solutions and ensure smooth implementation handovers.
• Manage multiple complex opportunities involving business, technology, procurement, and executive stakeholders.
• Stay current on BFSI technology trends, SaaS platforms, competitive solutions, and emerging technologies .
• Build reusable BFSI demo assets, solution frameworks, use cases, and presales best practices.
• Mentor junior members of the presales team and contribute to capability building.

What Were Looking For

• 38 years of experience in SaaS Presales, Solution Consulting, Sales Engineering, Solution Architecture, or a similar role.
• Strong BFSI experience is essential ideally working with banks, NBFCs, insurance companies, lending businesses, fintechs, or other financial-services organizations.
• Strong B2B SaaS presales experience with enterprise or mid-market customers.
• Experience managing complex sales cycles involving multiple business, technical, and executive stakeholders.
• Strong understanding of CRM, Sales Automation, Marketing Automation, customer engagement, APIs, integrations, and cloud-based SaaS platforms .
• Proven experience with customer discovery, solution design, product demonstrations, POCs, RFPs/RFIs, workshops, and technical proposals.
• Ability to understand complex BFSI requirements and translate them into practical, scalable technology solutions.
• Strong executive communication and presentation skills, with the ability to engage CXOs and senior business stakeholders.
• Strong commercial understanding and a consultative approach to solution selling.
• Excellent analytical, problem-solving, and stakeholder-management skills.
• Willingness to work from / be based in Mumbai and engage regularly with customers across the Mumbai business ecosystem.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.