Manager/Sr.Manager-Presales

Job Summary:

The Pre-Sales Consultant plays a critical role in driving business growth by aligning customer needs with tailored solutions across BPM and technology services. This role combines technical acumen, business process understanding, and consultative selling to support the sales cycle from initial engagement to deal closure. The ideal candidate will be a strategic thinker with hands-on experience in solutioning, proposal development, and client engagement.

Key Responsibilities:

1. Solution Architecting

• Understand client requirements and design scalable, efficient solutions using BPM platforms and other technology services.
• Develop  Rough Order of Magnitude (ROM)  pricing and present  Proof of Concepts (POCs)  to validate solution feasibility.
• Conduct process discovery workshops and map current vs. future state processes.
• Address technical and functional concerns, ensuring alignment with business goals.

2. Proposal Development

• Lead and contribute to responses for  RFPs, RFIs, and proactive proposals , ensuring alignment with client expectations.
• Collaborate with cross-functional teams to develop customized solution narratives and value propositions.
• Articulate ROI, cost-benefit analysis, and transformation impact in proposals.
• Regulatory Alignment:  Ensure solutions comply with NAIC guidelines, HIPAA, and other relevant US insurance regulations/ for Europe  solvency II, GDPR, and country-specific insurance regulations. .
• Proposal Development:  Respond to RFPs/RFIs with customized proposals highlighting ROI, operational efficiency, and compliance requirements specific to local market dynamics
• Client Engagement:  Conduct workshops and demos tailored to US carriers, MGAs, and TPAs /  UK, EU, Middle East, and Africa.
• Sales Enablement:  Provide insights on US / EMEA insurance trends, InsurTech innovations,  digital maturity, and regulatory shifts

 

3. Technical & Domain Expertise

• Maintain deep knowledge of Insurance  tools (e.g., Appian, Pega, Camunda), automation platforms, and integration frameworks.
• Provide expert-level insights into service offerings, answering complex queries to build trust and credibility.
• Stay updated on industry trends, regulatory changes, and emerging technologies relevant to BPM and digital transformation.

4. Sales Enablement & Customer Engagement

• Support sales teams with product training, sales collateral, and competitive intelligence.
• Participate in client meetings, demos, and workshops to influence decision-making.
• Act as a trusted advisor, guiding clients through solution options and transformation journeys.

Qualifications & Skills:

• Bachelor’s degree in Engineering, Computer Science, Business, or related field (Master’s preferred).
• 8+ years of experience in Pre-Sales, BPM consulting, or solution architecture.
• Strong understanding of business process modeling (BPMN), automation, and digital transformation.
• Excellent communication, presentation, and stakeholder management skills.
• Experience with proposal tools, CRM systems, and collaboration platforms.

Preferred Attributes:

• Certifications in BPM platforms (e.g., Appian, Pega), Six Sigma, or ITIL.
• Experience in global delivery models and multi-regional client engagements.
• Ability to translate technical solutions into business outcomes.
• Strategic mindset with a consultative approach to client interactions.