Position : Pre-Sales Manager
Experience : 5+ Years
Work Shift : US EST Time Zone (6 : 00 PM - 3 : 00 AM IST)
Job Summary :
- We are seeking a proactive and strategic Pre-Sales Manager with a proven track record in the financial services or FinTech domain.
- The ideal candidate will have at least 5+ years of experience in pre-sales, with a minimum of 2 years in a leadership or managerial role.
- This position is responsible for leading the lead qualification process, managing a team of specialists, and collaborating with cross-functional teams to drive revenue and optimize the entire pre-sales pipeline.
Key Responsibilities :
Team Leadership : Lead and mentor a team of pre-sales specialists, setting performance goals, conducting regular reviews, and fostering a high-performance, customer-centric culture.Strategic Lead Management : Take ownership of the lead qualification process, developing and implementing strategies to efficiently qualify leads and ensure a high-quality pipeline for the sales team.Process Optimization : Optimize the entire pre-sales workflow, from initial contact to the handoff to internal sales teams.This includes setting up appointments and establishing clear communication protocols.CRM & Reporting : Oversee the CRM strategy for the pre-sales team, ensuring data accuracy and integrity.You will be responsible for creating and analyzing reports on key metrics such as lead qualification rates and conversion performance.Cross-Functional Collaboration : Serve as the key liaison between pre-sales, sales, marketing, and product teams.You will align on market strategy, provide valuable feedback from the front lines, and support product development with customer insights.Technical & Domain Expertise : Utilize your deep knowledge of the financial services / FinTech domain to provide expert guidance to the team and directly support complex inquiries when necessary.Required Skills & Qualifications
Minimum of 5+ years of professional experience in a pre-sales or similar client-facing role, with at least 2+ years in a managerial or leadership position.Proven experience in the Financial Services or FinTech domain.Excellent verbal and written communication skills in English, with the ability to articulate complex concepts clearly to both technical and non-technical audiences.A deep understanding of the sales pipeline and lead generation processes.Proficiency with CRM systems and a familiarity with other pre-sales tools such as Intercom.The ability to work a flexible schedule to align with the US EST time zone(ref : iimjobs.com)