A Presales Executive acts as a vital link between potential clients and the sales team, ensuring that solutions are tailored to client needs and that only qualified leads progress through the sales pipeline. This role involves engaging with prospective clients, understanding their business and financial requirements, conducting market research, and preparing customized proposals and presentations that highlight the value proposition of the company’s offerings.
Key Responsibilities
- Understand client requirements in Commercial Real Estate and Data Centres and prepare optimal technical solutions aligned with business objectives.
- Leverage expertise in electrical and mechanical (HVAC – both high side and low side) systems to design solutions that meet client and company goals.
- Collaborate closely with product, engineering, sales, operations, and delivery teams to ensure solutions are practical and can be smoothly implemented.
- Ensure all proposed solutions meet company standards and exceed customer expectations.
- Stay updated with the latest trends and advancements in electrical systems and HVAC technologies.
- Support the sales team by delivering product demonstrations, preparing technical documents, and assisting with solution design and proposals.
- Provide high-quality technical advice to establish and maintain customer trust.
- Coordinate with internal teams to deliver pre-sales tasks and projects on time.
- Work with all stakeholders to meet deadlines and ensure customer satisfaction.
- Act as a bridge between product and commercial teams, assisting with RFP / RFQ responses and presenting tailored solutions
Skills & Competencies
Technical Skills
Strong understanding of electrical and mechanical (HVAC) systems.Ability to design and articulate technical solutions for complex client needs.Proficient in preparing technical documentation and solution proposals.Soft Skills
Excellent verbal and written communication skills, able to explain complex concepts clearly to diverse audiences.Strong active listening skills to fully understand client needs and concerns.Effective problem-solving and analytical thinking for developing creative, client-focused solutions.Strong teamwork and collaboration skills, working effectively with cross-functional teams.Exceptional time management and organisational abilities to handle multiple tasks and prioritise effectively.Adaptability and flexibility to respond to changing client requirements and evolving technologies.Confident presentation skills to deliver engaging and persuasive solution demonstrations.Customer service mindset, consistently striving to exceed client expectations and ensure satisfaction.Self-motivation and reliability, demonstrating initiative and a commitment to high-quality resultsQualifications
Bachelor’s or master’s degree in electrical, Mechanical, Electrical & Instrumentation or a related field.1–2 years of experience in HVAC systems (both high and low side), building automation, or electrical systems.