The name – Clayfin – is inspired by the Craftsmanship that comes from Curiosity, Creativity and Focus. Like the great thinkers and scientists Galileo Galilei, Leonardo da Vinci and Thomas Edison, Clayfin’s Craftsman connect with the child within; the child who is never afraid to ask, “Why Not”? The colourful clay in the hands of our inner child becomes a playground for curiosity, imagination and fun. These attributes help us unlock our immense potential to impact the Fintech ecosystem.

Clayfin is a leading provider of Digital Banking solutions for Retail, Corporate and SME banking businesses. Starting our journey nearly 2 decades ago, we were the pioneers to offer Internet Banking solutions. In the rapidly evolving digital world, Clayfin assists banks to nurture and grow close ties with customers through a superior and seamless Omni-channel experience.

Our product philosophy has been to deliver simple, pervasive, secure and relevant solutions to Bank customers. This in turn helps Banks to grow their revenue by improving customer acquisition, engagement, transaction and management competences.

For more details visit, www.clayfin.com

We are always eager to engage with imaginative and curious minds. Join this exciting journey of developing products for crafting unique experiences for Banks if you possess:

- Curiosity (desire to learn)
- Creativity (willingness to ask “why not”)
- Focus (better outcomes)

Role: Sr. Executive - Presales

Qualifications:

2+ years of progressive experience in Presales, Solutions Consulting, or a comparable client-facing technical role in IT or Banking industry.

Mandatory Skills:

- Minimum 1 year of experience in the Banking and Financial Services Industry
- Excellent Communication
- Product Demonstration and Presentation Skills
- Responding to RFI and RFP
- Building Proposal and Effort Estimation
- Documentation of Product
- Prospect Profiling, Market Research and Competition Analysis
- Travel Readiness

Preferred Skills:

- Technical Knowledge
- Banking Business
- UI, UX, CX
- Experience in ISMS process and documentation

:

· Develop and implement pre-sales strategies:



Develop and implement pre-sales strategies to achieve company goals and objectives. This includes identifying target markets, creating marketing campaigns, and developing sales materials.

· Conduct product demonstrations: Conduct product demonstrations for potential customers, highlighting the key features and benefits of the company's products or services.

· Assist with sales presentations: Collaborate with sales teams to prepare and deliver presentations to potential clients. This involves demonstrating the technical capabilities of products or services and helping customers understand how they can meet their specific needs.

· Develop and maintain technical expertise: Stay up-to-date with the latest industry trends and technical developments related to the company's products or services. This includes attending conferences, training sessions, and other industry events.

· Manage customer relationships: Work closely with customers to understand their needs and provide technical support and guidance throughout the sales process. This involves building strong relationships with customers and ensuring that their needs are met.

· Coordinate with cross-functional teams: Work closely with other departments such as product development, marketing, and customer support to ensure that the company's products or services meet customer needs and are delivered in a timely and efficient manner.

· Develop and maintain sales tools and resources: Create and maintain sales tools such as product demos, case studies, and whitepapers that help sales teams communicate the value of the company's products or services to potential customers.

· Provide input for product development:



Gather feedback from customers and sales teams to help inform product development and improvement efforts. This includes identifying new features or improvements that can be made to existing products or services.

· Train sales teams: Provide training and support to sales teams to ensure that they have the technical knowledge and skills required to effectively sell the company's products or services.

· Stay up-to-date with industry trends and best practices: Continuously monitor the industry and stay up-to-date with the latest trends, technologies, and best practices related to presales activities.

· Analyze market and competitor trends: Conduct market research and analyze competitor activities to identify market trends and customer needs. This includes monitoring competitor products and services, pricing strategies, and sales activities.

· Manage proposals and contracts: Manage the proposal process by preparing and submitting proposals and RFPs (Requests for Proposal) in response to customer requests.

· Drive innovation and continuous improvement: Encourage innovation and continuous improvement by exploring new presales strategies and technologies, and by seeking out opportunities to improve processes and practices.

· Identify and maintain relationships with technology partners: Identify and maintain strong relationships with technology partners to ensure that the Sales & presales team has access to the latest technologies and add-on solutions to meet customer needs.

· Manage relationships with Regional Business partners: Engage with regional business partners for positioning of the products and solutions along with the internal sales team and continuously work with both for closure of sales.

· Manage relationships with Business partners: Manage and maintain robust relationships with regional business partners along with the internal sales team.

- · Collaborate with marketing teams: Collaborate with marketing teams to ensure that the company's presales materials and messaging are aligned with the company's overall marketing strategy.

📌 Sr. Executive - Presales (Bengaluru)
🏢 Clayfin
📍 Bengaluru