Pre-Sales and Customer Support

Location :  GIFT City, Gandhinagar

Job Type :  Full-time

About the Role

We are seeking a  Pre-sales, Customer Training, On boarding, and Support Representative for  a global customer base for a financial software as a service product, who learns fast, communicates clearly, and is confident in client-facing settings (video and in-person). You'll blend consultative selling with hands-on customer success—engaging prospects, running demos, helping close qualified deals, and ensuring smooth on boarding and ongoing training and adoption.

This role is based in GIFT City,  Gandhinagar ; occasional international travel for client meetings or events may be required.

Key Responsibilities

• Act as a trusted advisor in pre-sales : quickly absorb product / domain knowledge, uncover client needs, and propose tailored solutions with clear ROI.
• Deliver crisp presentations and product demos (remote and in-person) that translate features into business outcomes.
• Help with the sales cycle : prospect, nurture, demo, and help close.
• Provide post-sales support, including onboarding, training, issue resolution, and on-site implementation when needed, ensuring smooth product adoption.
• Help customers  adopt and use the product effectively , offering proactive resources, FAQs, and updates.
• Address and resolve customer concerns promptly, building long-term trust and relationships.
• Collaborate with internal teams (marketing, product, support) to deliver a seamless customer-centric experience.
• Maintain up-to-date CRM records for leads, opportunities, activities, and support cases.
• Be presentable and people-comfortable—confident on calls and in physical client meetings; represent the brand professionally.
• Learn fast and adapt quickly to new information, products, and processes.

Requirements

Preferred Qualifications & Experience

What We Offer

Skills Required

Financial Markets, Ms Office, Crm, trading systems