- Understand client pain points, objectives, and industry-specific challenges
- Conduct discovery sessions and translate business needs into technical specifications
- Perform business research across sectors like BFSI, MRDL, MRDL Plus.
Solutioning & Proposal Development
- Design and propose SaaS-based solutions tailored to client needs
- Prepare responses to RFPs/RFIs, including solution design and technical proposals
- Draft detailed Statements of Work (SoWs)
Product Demonstration & Technical Presentation
- Deliver customized product demonstrations and Proof of Concepts (PoCs)
- Present product value propositions aligned to client use cases
- Use tools such as Zoom or Google Meet for effective presentations
ZOHO Suite Expertise
- Utilize ZOHO CRM for lead and pipeline management
- Work with ZOHO Creator for app development and workflow automation
- Use ZOHO Desk and ZOHO Campaigns/Analytics for support and reporting
Communication & Collaboration
- Communicate clearly with technical and non-technical stakeholders
- Translate technical concepts into business-friendly language
- Collaborate with Sales, Product, Marketing, and Customer Success teams
Documentation & Reporting
- Create solution documents, BRDs, and client-facing materials
- Maintain internal documentation and version control
- Report on presales metrics, client feedback, and demo performance
Sales Enablement & Strategy Support
- Support the sales team with positioning and objection handling
- Contribute to GTM strategies and industry-specific sales planning
- Conduct competitor analysis and solution benchmarking
Technical Know-How
- Understand APIs, integrations, and basic software architecture
- Awareness of SaaS security and compliance standards
- Use project tools like Zoho Project, JIRA, Confluence, Notion