Role & responsibilities

Client Discovery & Solutioning

- Understand client business models, transaction flows, and operational pain points
- Conduct requirement gathering sessions with enterprise clients and internal stakeholders
- Translate business requirements into escrow-led solution frameworks

Presales & Proposal Management
- Create client-facing proposals, solution decks, workflows, and implementation approaches
- Support RFP/RFI responses and enterprise solution documentation
- Work closely with Sales teams during enterprise discussions and solution presentations

Product & Workflow Solutioning
- Design transaction journeys and operational workflows using Company's escrow infrastructure
- Coordinate with Product, Tech, Compliance, Banking, and Operations teams to build scalable client solutions
- Recommend integrations, automation opportunities, and implementation approaches

Commercial & Strategic Support
- Assist in effort estimation, implementation timelines, and solution feasibility
- Support enterprise deal closure by articulating business value and operational impact
- Help position Company's offerings across sectors including fintech, marketplaces, lending,



real estate, cross-border, software escrow, and transaction banking

Cross-Functional Coordination
- Act as a bridge between Sales, Product, Banking Partnerships, Tech, and Client teams
- Ensure smooth transition from presales to onboarding/implementation

Preferred candidate profile 3 to 8 years of experience in:

- Presales
- Solution Consulting
- Enterprise SaaS
- Fintech
- Banking/Payments
- Transaction Banking
- IT Services Solutioning
- Strong problem solving and structured thinking ability
- Excellent PPT/storyboarding/documentation skills
- Strong communication and stakeholder management capabilities
- Ability to understand APIs, integrations, workflows, and enterprise solution architecture
- High ownership and comfort working in a quick-paced startup environment
- Exposure to Banking APIs, Payment ecosystems, SaaS workflows, Fintech infrastructure, Enterprise implementation
- Experience working with BFSI, fintech, marketplaces, or enterprise SaaS clients
- SQL, workflow mapping, or basic technical understanding

📌 Manager/Sr Manager - Pre Sales / Sales Solutioning (New Delhi)
🏢 CLARITY CONSULTING
📍 New Delhi