The Role
Supports B2B pre-sales activities by preparing product demonstrations, researching markets, generating qualified leads, managing CRM opportunities, designing solution offerings, responding to RFIs and RFPs, delivering pitches and proofs of concept, coordinating vendor due diligence, and contributing to marketing collateral. The role requires strong communication, presentation, visualization, research, collaboration, commercial judgment, and independent working skills, with preferred exposure to financial services, technology, BFSI, or capital markets.
Summary Generated by Built In
Pre-Sales Preparation
- Support product demonstration setups and continuously enhance them in line with platform developments.
- Build in-depth expertise in allocated product/solution areas to strengthen sales efforts.
- Maintain awareness of industry trends through proactive research and ongoing knowledge updates.
- Develop compelling sales campaigns and outreach strategies to generate Sales Qualified Leads (SQLs).
- Manage the internal CRM system to track, update, and report on various sales opportunities.
- Coordinate with cross-functional stakeholders and internal teams to gather required inputs for creating solution offerings.
- Craft relevant and impactful sales pitches that support overall sales initiatives.
- Contribute to value proposition development, product/service positioning, and identification of change‑management considerations for each sale.
- Manage the complete bidding process, including responding to RFIs and RFPs.
- Collaborate with internal and external design teams to create compelling visual representations and pitch collaterals.
- Ensure successful delivery and execution of Proof of Concept (PoC) engagements.
- Deliver and support product demonstrations for prospects and clients.
- Work closely with the risk team to manage and support vendor due‑diligence processes.
- Synthesize insights from various sales pitches to inform and support marketing strategy.
- Contribute to the creation of marketing collaterals for the assigned areas and pitch themes.
Requirements
Skills & Qualifications
Communication Excellence
- Outstanding oral communication and impeccable written communication skills.
- Outstanding oral communication and impeccable written communication skills.
Presentation & Visualization Skills
- Strong ability to build sophisticated PowerPoint presentations.
- Sharp visual sense to represent concepts and ideas clearly and effectively.
- Strong ability to build sophisticated PowerPoint presentations.
Self‑Driven and Growth‑Oriented
- Proactive mindset with the ability to collaborate closely with sales and marketing to drive growth initiatives.
- Proactive mindset with the ability to collaborate closely with sales and marketing to drive growth initiatives.
International Client Exposure
- Experience working with European and US clients is highly valued.
- Experience working with European and US clients is highly valued.
Detail‑Oriented & Research‑Focused
- Strong attention to detail combined with a research-oriented approach to sales.
- Strong attention to detail combined with a research-oriented approach to sales.
Collaboration & Interpersonal Skills
- Stellar teamwork, interpersonal, and collaboration abilities.
- Comfortable operating in an entrepreneurial, fast‑paced environment.
- Stellar teamwork, interpersonal, and collaboration abilities.
Pre‑Sales / Business Analysis Background
- Experience in pre‑sales or business analysis within a B2B setup, preferably in financial services or technology.
- Or a strong desire to build a career in this domain.
- Experience in pre‑sales or business analysis within a B2B setup, preferably in financial services or technology.
Pitch & Presentation Expertise
- Proven ability to develop effective, persuasive presentations and sales pitches.
- Proven ability to develop effective, persuasive presentations and sales pitches.
Commercial Acumen
- Strong understanding of complex B2B sales cycles and commercial dynamics.
- Strong understanding of complex B2B sales cycles and commercial dynamics.
Independent working style
- Ability to operate with minimal supervision and exercise independent judgment.
- Ability to operate with minimal supervision and exercise independent judgment.
Educational Requirements
- MBA from a top institution, with a minimum of 2 years of industry experience.
- MBA from a top institution, with a minimum of 2 years of industry experience.
Industry Experience (Preferred)
- Prior exposure to BFSI, capital markets, alternative investments, or private markets is highly valued.
- Prior exposure to BFSI, capital markets, alternative investments, or private markets is highly valued.
Skills Required
- Outstanding oral and written communication skills
- Strong ability to build sophisticated PowerPoint presentations
- Strong visual sense for clearly representing concepts and ideas
- Proactive, self-driven, and growth-oriented mindset
- Ability to collaborate closely with sales and marketing teams
- Strong attention to detail and research-oriented approach
- Stellar teamwork, interpersonal, and collaboration abilities
- Comfort working in an entrepreneurial, fast-paced environment
- Experience in pre-sales or business analysis within a B2B environment, or strong desire to build a career in this domain
- Proven ability to develop persuasive presentations and sales pitches
- Strong understanding of complex B2B sales cycles and commercial dynamics
- Ability to work independently with minimal supervision and exercise independent judgment
- MBA from a top institution
- Minimum 2 years of industry experience
- Experience working with European and US clients
- Experience in financial services or technology
- Prior exposure to BFSI, capital markets, alternative investments, or private markets
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The Company
What We Do
Oxane Partners is a technology-driven solutions provider to the private credit markets. Its AI-powered digital platform helps investment firms and banks unify data, manage portfolios, oversee leverage facilities, support valuations, and improve monitoring, reporting, risk management, and deal pipeline visibility. Founded in 2014, the company combines financial expertise with technology and data specialists to serve private credit and alternative investment firms globally.
