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Presales Specialist
Presales SpecialistConfidential • Mumbai, India
Presales Specialist

Presales Specialist

Confidential • Mumbai, India
30+ days ago
Job description

Role Definition

The pre-sales role acts as a technical liaison between your sales team and prospects, ensuring your OOH SaaS solution aligns with client needs. This role focuses on solution validation , technical advocacy , and building trust to accelerate deal closure

Key Responsibilities

Needs Assessment & Solution Design

  • Conduct calls with the Sales Team to identify client pain points (e.g., inventory management, content delivery, addon revenue tool, campaign tracking, ad placement optimization, etc.)
  • Map your SaaS platform's features (e.g., real-time analytics, programmatic OOH capabilities) to client goals.

Proposal & Pricing Support

  • Collaborate with sales and product teams to create technical proposals, highlighting scalability, API integrations, and compliance (e.g., GDPR for digital billboards).
  • Maintain the pricing rate sheet and pricing details of all clients
  • Post-Demo Transition

  • Hand over technical documentation and implementation requirements to the onboarding team.
  • Address post-demo objections (e.g., data security concerns).
  • Invoicing and Agreement

  • Collaborate with the Finance team to generate invoices. Track and maintain the records of invoices
  • Collaborate with the contracts team to generate an agreement related to the final and approved proposal
  • Technical Demos & Proof of Concept (POC) (Added Advantage)

  • Deliver tailored platform demos showcasing ROI for OOH (e.g., IMS, CMS, geofencing integration, audience measurement tools)
  • Design and manage POCs to prove the feasibility of use cases like dynamic content scheduling.
  • Critical Skills to Develop

    Technical Proficiency

  • Mastery of your OOH SaaS platform's architecture, APIs, and integrations (e.g., CRM, ad exchanges)
  • Ability to troubleshoot common OOH challenges (e.g., connectivity for digital screens)
  • Communication & Storytelling

  • Translate technical features into business outcomes (e.g., 'Our analytics reduce wasted ad spend by 30%')
  • Use industry-specific analogies (e.g., comparing programmatic OOH to programmatic digital ads)
  • Collaboration

  • Work with sales to refine pitch decks and objection-handling strategies
  • Partner with product teams to relay client feedback for roadmap prioritization
  • Industry Knowledge

  • Stay updated on OOH trends (e.g., DOOH, attribution modeling) to position your SaaS as innovative
  • Recommended Training & Tools

  • Tools : Demo platforms (e.g., Storylane), CRM integrations, collaborative proposal software
  • Training : Shadow sales calls - Certifications in OOH tech (e.g., Broadsign) - Negotiation workshops

    Skills Required

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