Pre-Sales Consultant

The Pre-Sales Consultant is responsible for providing pre-sales technical expertise to the sales team and clients during the sales process. He/ She delivers presentations and technical demonstrations of the organization's products to prospective clients. He translates the client's business requirements into technical specifications and requirements, and provides technical inputs for proposals, tenders, bids and any relevant documents. He uses prescribed guidelines or policies to analyze and solve problems. He works in a fast-paced and dynamic environment, and travels frequently to clients' premises for technical sales pitches and meetings. He is familiar with client relationship management and sales tools. He possesses deep product and technical knowledge, and is knowledgeable of the trends, developments and challenges of the industry domain. The Pre-Sales Consultant displays effective listening skills and is inquisitive in nature. He possesses deep technical and domain knowledge, pays attention to detail, and has strong analytical and problem-solving capabilities. He has a service-oriented personality and is a team player who works towards developing solutions collaboratively.

Skills and Competencies

Technical Skills & Competencies

Account Management
Proficiency Level
Engage with customers, providing solutions, gathering feedback and managing customer satisfaction for a given account.
3
Business Development
Proficiency Level
Business Performance Management
Proficiency Level
"Manage organization performance systems across departments "
4
Business Needs Analysis
Proficiency Level
"Elicit and analyze business requirements from key stakeholders and assess relevant solutions and their potential impact"
3
Business Negotiation
Proficiency Level
Participating in negotiations
4

Generic Skills & Competencies

Problem Solving
Proficiency Level
Anticipate potential problems beyond the current scope and apply higher order problem solving tools and techniques to turn problems into opportunities.
Advanced
Interpersonal Skills
Proficiency Level
Detect and decipher emotions of others to manage interpersonal relationships in social situations.
Intermediate
Communication
Proficiency Level
"Articulate and discuss ideas and persuade others to achieve common outcomes "
Intermediate
Service Orientation
Proficiency Level
Model, lead, train and motivate staff with a focus on sustaining a culture that encourages commitment to service excellence and high performance.
Advanced
Decision Making
Proficiency Level
Make decision in a volatile and ambiguous setting using a structured process and limited sources of available information to achieve intended goals.
Advanced

Critical Work Functions and Key Tasks

Develop business opportunities

• Collaborate with sales teams to develop and recommend products and services that meet customer requirements 
• Collate customer needs and business requirements to support development of technical requirements and solutions 
• Develop technical product collaterals for use by sales staff and customers 
• Provide product, service and technology training to the sales team 
• Engage in customer meetings to build deeper understanding of technical requirements and solutions

Implement pre-sales strategy

• Create pre-sales product and services propositions 
• Oversee the collection of information on customer needs, priorities and market trends 
• Identify impact of technological developments on pre- sales activities

Deliver pre-sales presentations and product demonstrations

• Develop proposals and conduct presentations, trainings and product demonstrations to customers 
• Develop collateral for recommended solutions to be presented to the customer 
• Answer customer queries and requests for information on the product and/or service 
• Present recommended solutions to customer for validation and improvements 
• Translates business requirements of the client into technical specifications and requirements 
• Conduct negotiation on technical aspects of contracts

Develop solution prototypes

• Diagnose technical issues arising from the development of prototypes for resolution 
• Develop Proof-of-Concepts to establish feasibility of products and services based on the client’s needs and requirements 
• Align prototype development to project objectives, technical requirements, schedules, deliverables and cost estimates 
• Document proposed solutions and steps

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