About Credgenics
Credgenics is India’s leading SaaS-based debt collection platform, empowering banks, NBFCs, FinTechs, and ARCs to digitize and automate their collections processes. By leveraging AI, ML, and advanced analytics, we help financial institutions improve recovery rates, optimize collection spends, and enhance operational efficiency.
We are now looking for an experienced and driven Presales Specialist to join our team and play a key role in driving growth by identifying and engaging with potential customers.
Role Summary:
As a Presales Specialist, you will act as a key bridge between the sales, product, and client teams. You will be responsible for understanding client requirements, crafting tailored solutions, and driving the end-to-end pre-sales process—from RFP analysis to solution presentations. This role requires a robust blend of technical understanding, business acumen, and stakeholder management to effectively position Credgenics’ offerings and support deal closures.
What You’ll Be Doing:
Understanding and interpreting RFPs and proposal writing
Internal and External stakeholder management
Conducting software demonstration
Bid/ Proposal preparation and submissions
Track bid status and respond/ manage accordingly
Prepare and present corporate/ client Presentations/ Product demos/ Webinars
Client interactions and management
Manage end-to-end Pre Sales cycle
BRD and Product-related documentation
Scope of work alignment internally and externally
What we're looking for:
Minimum 5+ yrs experience in solution/consultative selling.
Hands-on experience of the entire Pre-Sales cycle
Experience in Pre-Sales of financial products/ solutions/ systems
Good understanding of the BFSI domain
Project management and liaison skills / Stakeholder management
Excellent Communication and Presentation skills
Ability to understand client requirements and work with internal stakeholders to create a custom pitch for prospective clients.