Presales Specialist

Posted 4 Days Ago
Be an Early Applicant
Pune, Mahārāshtra
In-Office
Senior level
Software
The Role
Lead Presales, Bid Management, Professional Services, and Implementation activities for product solutions, ensuring customer success and value realization.
Summary Generated by Built In
We are seeking an experienced professional to lead Presales, Bid Management, Professional Services, and Implementation activities for our product solutions. This role bridges customer engagement during the sales cycle with seamless delivery post-sales, ensuring customer success and value realization.

Key Responsibilities:

  • Presales & Bid Management : Partner with Sales teams to understand client requirements and design tailored product demonstrations, solution proposals, and RFP/RFI responses.
  • Own end-to-end bid management including pricing, quoting, solutioning, and submission of high-quality proposals.
  • Collaborate with Product and Engineering teams to build winning value propositions.
  • Professional Services & Implementation: Lead project scoping, planning, and delivery of product implementations for enterprise customers.
  • Define implementation strategies, timelines, and success metrics aligned with customer needs.
  • Ensure smooth onboarding, integration, and adoption of solutions.
  • Manage customer escalations and ensure delivery excellence.
  • Stakeholder Management :Act as a trusted advisor to customers during presales and post-sales engagements.
  • Partner cross-functionally with Sales, Product, Engineering, and Support teams to ensure seamless customer experience.
  • Drive continuous improvement in presales and delivery processes.

Requirements:

  • 8–12 years of experience in Presales, Bid Management, Professional Services, or Implementations in a Product or SaaS company.
  • Strong understanding of proposal management, pricing, and solution design.
  • Proven experience in enterprise software implementations and customer-facing roles.
  • Excellent communication, presentation, and stakeholder management skills.
  • Ability to balance strategic thinking with hands-on execution.

Good to Have:

  • Experience working with global customers across multiple geographies.
  • Knowledge of SaaS, AI/ML, or enterprise finance/ERP domain solutions.
  • PMP, Prince2, or similar certification in project management.

Top Skills

AI
Ml
SaaS
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The Company
HQ: San Jose, CA
271 Employees
Year Founded: 2012

What We Do

AppZen is the leader in autonomous spend-to-pay software. Its patented artificial intelligence software accurately and efficiently processes information from thousands of data sources so that organizations can better understand enterprise spend at scale to make smarter business decisions. It seamlessly integrates with existing accounts payable, expense, and card workflows to read, understand, and make real-time decisions based on your unique spend profile, leading to faster processing times and fewer instances of fraud or duplicate spend. Global enterprises, including one-third of the Fortune 500, use AppZen’s invoice, expense and card transaction solutions to replace manual finance processes and accelerate the speed and agility of their businesses. To learn more, visit us at www.appzen.com.

Follow us on Twitter: https://twitter.com/appzen
Follow us on Facebook: https://www.facebook.com/Appzeninc
Follow us on Youtube: https://www.youtube.com/c/AppZen
Request an exclusive demo: https://www.appzen.com/demo

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