Presales Consultant - FP&A

Posted 10 Days Ago
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Mumbai, Maharashtra
In-Office
Mid level
Software
The Role
The Presales Consultant will develop Proof of Concepts, deliver product presentations, support new Partners, and assist in RFPs, contributing to sales success.
Summary Generated by Built In
At Board, we power financial and operational planning solutions for the world’s best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence.  
What’s been key to our success? Our people—we value everyone’s unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved.  
 
Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here! 
We are currently looking for a highly talented, self-motivated and analytically minded Presales Consultant with a strong background in Financial Planning & Analysis to join our office in Mumbai. 
By bringing business acumen and relevant experience in delivering Business Intelligence and Corporate Performance Management solutions, the selected candidate will play a key role in ensuring success mastering Board platform capabilities within the sales cycle. In this position you will be in charge of developing Proof of Concepts, Prototypes and Demos for prospective Clients and Partners.
Main duties: 
  • Develop and execute brilliant Proof of Concepts and Demos for prospects, i.e. new Clients/Partners, with Board platform
  • Deliver standard and Customer-tailored product presentations as well as demonstrations, to convey Board’s value proposition
  • Be the main Point of Contact on functional and technical enquiries during sales cycle
  • Contribute to RFP/RFI completion
  • Working alongside Sales Representatives, develop technical Account plans which include technical qualification of prospects, proposed demonstration criteria, trial plan and closure
  • Assist new Partners in fostering their knowledge on Board platform capabilities and latest offerings, to enable them in managing successful implementations
  • Support Marketing activities (live events, webinars)

What we look for:
  • Previous experience working with any BI and EPM/CPM solutions as Pre-Sales or Professional Services Consultant
  • Solid knowledge of Financial Planning & Analytics, Financial Consolidation & Reporting processes
  • Knowledge of Multidimensional databases (MOLAP) 
  • Previous experience in designing and executing POCs 
  • Outstanding presentation skills and ability to communicate at senior levels
  • Goal-oriented, analytical mindset
  • Educational background in Computer Science, Technology, Business Administration or Finance 
  • Fluency in English 

Our commitment to Diversity and Inclusion 
Join a company that believes in the added value of diversity, inclusion, and belonging. We foster a working environment in which all people are respected and valued, for all aspects which make them unique. We hire you for who you are, and we want you to bring your true self to work every day! 
 

Top Skills

Bi Solutions
Board Platform
Cpm
Epm
Multidimensional Databases (Molap)
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The Company
HQ: Boston, MA
728 Employees
Year Founded: 1994

What We Do

Board’s Intelligent Planning Platform delivers solutions that help over 2,000 organizations worldwide plan smarter — enabling actionable insights and better outcomes. Board helps leading enterprises discover crucial insights which drive business decisions and unify strategy, finance and operations through more integrated and intelligent planning to achieve full control of performance.

Partnering with Board, global enterprises such as H&M, BASF, Burberry, Toyota, Coca-Cola, KPMG, and HSBC have deployed end-to-end planning applications at a fraction of the time and cost associated with traditional solutions. Board International was founded in 1994 and now has 25 offices around the world and a global reseller network. Board has been implemented in over 100 countries.

Board International has long been recognized by leading analysts and subject matter experts including Gartner, Nucleus, and Dresner.

Headquartered in Switzerland and US, Board International has branches in Argentina, Australia, Benelux, Nordics, Germany, France, India, Italy, Japan, Mexico, Singapore, Spain, UAE and UK and a worldwide network of distributors and certified partners.

Board International is an equal opportunity employer and is committed to a diverse and inclusive workforce.

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