Presales Executive - Senior Associate

Key Responsibilities :

Presales Activities :

• Collaborate with sales, product, and technical teams to understand client requirements and create solutions documentation.

Technical and Functional Documentation :

• Prepare accurate and comprehensive responses to technical and functional questionnaires for proposals.
• Ensure all responses align with the company s capabilities and address client-specific needs.
• Collaborate with subject matter experts (SMEs) to validate and refine responses.

Proposal Preparation :

• Create high-quality proposals that include solution design, technical details, timelines, and pricing.
• Customize proposals to address client-specific requirements while maintaining brand consistency.

Insurance Industry Expertise :

• Leverage in-depth knowledge of insurance products, workflows, and regulatory requirements to tailor solutions.

Collaboration and Support :

• Work closely with internal teams (sales, product development, and marketing) to align presales strategies with organizational goals.
• Coordinate with stakeholders to ensure seamless delivery of client-facing materials.
• Maintain a repository of reusable content for proposals and questionnaires to improve efficiency.