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- RFP / RFI / RFQ Management
- Develop high-quality responses to RFPs, RFIs, RFQs, tenders, and customer questionnaires.
- Understand customer requirements and translate them into clear, structured, and compelling solution responses.
- Coordinate with relevant internal stakeholders to gather technical, functional, commercial, and operational inputs.
- Pre-Sales & Solution Consulting
- Act as a Subject Matter Expert (SME) during the sales and pre-sales lifecycle.
- Support sales teams in understanding customer requirements and positioning appropriate solutions.
- Participate in solution discussions and help articulate technical and business value to customers.
- Solution Demonstrations & Proof of Concepts
- Prepare and deliver product demonstrations, solution walkthroughs, presentations, and proof-of-concepts (POCs) as required.
- Tailor demonstrations and solution presentations based on specific customer requirements and use cases.
- Address customer questions during technical and solution discussions.
- Proposal & Documentation
- Create comprehensive solution proposals, Statements of Work (SOWs), technical write-ups, estimates, presentations, and other pre-sales documentation.
- Ensure proposals clearly capture scope, solution approach, assumptions, dependencies, and deliverables.
- Maintain consistency and quality across customer-facing documentation.
- Reusable Solution Assets
- Develop and maintain reusable pre-sales and solution assets including:
- Presentations and pitch decks
- Case studies
- Solution and architecture diagrams
- Proposal templates
- Technical and functional content
- Customer-specific solution collateral
- Develop and maintain reusable pre-sales and solution assets including:
- Customer Engagement
- Participate in customer meetings, workshops, requirement-gathering sessions, solution discussions, and presentations.
- Understand customer business challenges, requirements, and expected outcomes.
- Collaborate with internal teams to convert customer needs into practical solution approaches.
- Cross-Functional Collaboration
- Work closely with Sales, Delivery, Product, Engineering, Architecture, and Operations teams throughout the opportunity lifecycle.
- Coordinate inputs from multiple stakeholders to ensure timely and accurate proposal submissions.
- Support smooth transition of finalized solutions from pre-sales to delivery teams.
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- Strong experience in pre-sales, solution consulting, solution engineering, business consulting, or a related role.
- Experience preparing and responding to RFPs, RFIs, RFQs, tenders, and customer questionnaires.
- Strong capability in developing solution proposals, SOWs, presentations, estimates, and technical documentation.
- Experience conducting customer presentations, product demonstrations, solution walkthroughs, and workshops.
- Ability to understand customer requirements and translate them into structured business and technical solutions.
- Strong written and verbal communication skills, with the ability to interact effectively with customers and internal stakeholders.
- Excellent presentation, documentation, analytical, and problem-solving skills.
- Ability to work collaboratively with cross-functional teams and manage multiple pre-sales activities simultaneously.
- Good understanding of solution architecture and technology concepts, with the ability to communicate technical information clearly to both technical and non-technical audiences.
- Strong proficiency in developing professional presentations and customer-facing documentation.
- Experience or domain knowledge in US Healthcare is an added advantage.
Master Degree with experience in specific field
Skills Required
- Master's degree with experience in a specific field
- Strong experience in pre-sales, solution consulting, solution engineering, business consulting, or a related role
- Experience preparing and responding to RFPs, RFIs, RFQs, tenders, and customer questionnaires
- Experience developing solution proposals, Statements of Work, presentations, estimates, and technical documentation
- Experience conducting customer presentations, product demonstrations, solution walkthroughs, and workshops
- Ability to translate customer requirements into structured business and technical solutions
- Strong written and verbal communication skills
- Excellent presentation, documentation, analytical, and problem-solving skills
- Ability to collaborate with cross-functional teams and manage multiple pre-sales activities simultaneously
- Understanding of solution architecture and technology concepts
- Proficiency developing professional presentations and customer-facing documentation
- US Healthcare experience or domain knowledge
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
