Technical Presales

Job Description

Key Responsibilities

1. Lead Handoff & Qualification (After Lead is Provided)

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• Receive qualified leads and review background details, use cases, and customer pain points.
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• Conduct initial technical discovery calls to validate requirements, environment, and feasibility.
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• Understand the customer’s business objectives, challenges, and KPIs that the solution must address.
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2. Technical Discovery & Requirement Analysis

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• Run detailed requirement workshops with customer technical and business stakeholders.
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• Map customer needs to product features, integrations, and architecture.
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• Document technical requirements, scope, and success criteria for demos or POCs.
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3. Solutioning & Proposal Development

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• Design solution architecture tailored to customer needs.
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• Prepare technical proposals, solution decks, and effort estimates in collaboration with delivery teams.
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• Work with internal teams to align capabilities, timelines, and customization requirements.
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4. Demonstrations, Walkthroughs & POCs

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• Deliver high-impact product demos customized for the customer’s use cases.
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• Design, deploy, and manage Proof-of-Concepts (POCs) or pilot implementations.
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• Highlight differentiators, ROI, and technical advantages relevant to the customer’s objectives.
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• Address customer questions, objections, and concerns with clarity.
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5. Stakeholder Alignment & Deal Progression

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• Act as the primary technical point of contact for customers throughout the pre-sales cycle.
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• Coordinate with account executives to track progress, risks, and next steps.
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• Participate in solution discussions, pricing review meetings, and proposal negotiations (from a technical standpoint).
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Required Skills & Qualifications

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• Bachelor’s degree in Engineering, Technology, or related field.
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• 2–7 years of experience in pre-sales, solutions engineering, or technical consulting.
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• Strong ability to understand complex customer environments and propose relevant technical solutions.
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