The Role
Engages prospective clients, gathers business requirements, demonstrates Zoho and LeadSquared solutions, designs CRM and automation workflows, prepares proposals and estimates, configures proofs of concept, and supports sales discussions and RFPs. The role also coordinates implementation handoffs, provides consultative guidance, and stays current on platform features, integrations, and enhancements.
Summary Generated by Built In
Job Summary
We are seeking a dynamic and customer-focused Presales Engineer with expertise in Zoho and/or LeadSquared solutions. The ideal candidate will engage with prospective clients, understand their business requirements, conduct product demonstrations, design solution workflows, and support the sales team in closing opportunities.
Requirements
Key Responsibilities
* Understand customer business processes and gather functional requirements.
* Conduct product demonstrations and solution presentations for Zoho and LeadSquared platforms.
* Design customized CRM, Sales Automation, and Marketing Automation solutions.
* Prepare proposals, solution documents, and effort estimates.
* Support the sales team during client meetings, RFPs, and technical discussions.
* Configure proof-of-concepts (POCs) and product walkthroughs.
* Coordinate with implementation and technical teams to ensure smooth project handover.
* Stay updated on new features, integrations, and product enhancements of Zoho and LeadSquared.
* Build strong relationships with prospects and provide consultative guidance.
Required Qualifications
* Bachelor's degree in Engineering, Computer Science, IT, or a related field.
* 0–3 years of experience in Presales, Solution Consulting, CRM Consulting, or Business Analysis. (Freshers with excellent communication skills may also apply).
* Hands-on experience with Zoho CRM, Zoho One, or LeadSquared CRM.
* Strong understanding of Sales, Marketing, and Customer Service workflows.
* Excellent presentation, communication, and client-facing skills.
* Ability to understand business requirements and translate them into technology solutions.
Preferred Skills
* Experience with CRM implementation or consulting.
* Knowledge of APIs, integrations, and workflow automation.
* Familiarity with SQL, REST APIs, or low-code platforms is an advantage.
* Zoho or LeadSquared certifications are preferred.
* Key Performance Indicators (KPIs)
* Number of product demonstrations conducted.
* Proposal and POC conversion rate.
* Sales support effectiveness.
* Customer satisfaction during the presales cycle.
* Win rate for supported opportunities.
Benefits
What We Offer
* Competitive salary and performance incentives.
* Opportunities to work on enterprise CRM and automation projects.
* Professional development and certification support.
* Collaborative and growth-oriented work environment.
Skills Required
- Bachelor's degree in Engineering, Computer Science, IT, or a related field
- 0-3 years of experience in presales, solution consulting, CRM consulting, or business analysis
- Hands-on experience with Zoho CRM, Zoho One, or LeadSquared CRM
- Strong understanding of sales, marketing, and customer service workflows
- Excellent presentation, communication, and client-facing skills
- Ability to understand business requirements and translate them into technology solutions
- Experience with CRM implementation or consulting
- Knowledge of APIs, integrations, and workflow automation
- Familiarity with SQL, REST APIs, or low-code platforms
- Zoho or LeadSquared certifications
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The Company
What We Do
Nimit Technologies Private Limited is an India-based IT services company and authorized Zoho Partner. It provides Zoho implementation and customization, cloud services, cybersecurity, ERP-related solutions, and broader IT software and hardware support. Founded in 2018 and headquartered in the Delhi-NCR region, the company serves organizations seeking business technology solutions, with its recruitment listing identifying Noida/Delhi NCR as its location and digital transformation assistance.
