We are looking for a Presales expert who knows CPaaS well and can turn a client's business problem into a clear, working solution. You will work closely with Sales, Product and Tech teams. You will run RFPs, design custom solutions, demo our platform and present to senior client stakeholders. You will also help us win and grow large enterprise accounts in banking, fintech and ecommerce.

KEY RESPONSIBILITIES

RFPs and Solutioning

- RFPs: Own RFP, RFI and RFQ responses from start to finish, including technical answers, compliance sections and security questionnaires.
- Custom solutions: Design omnichannel solutions across SMS, WhatsApp, RCS, Voice and chatbots. Map them to client use cases such as OTPs, transaction alerts, onboarding and KYC, collections, renewals, marketing campaigns and customer support.
- Solution documents: Prepare solution notes, flow and architecture diagrams, and scope documents. Give Sales the inputs they need for pricing.
- Feasibility: Work with Product and Tech teams to check what is possible, scope custom needs and plan integrations.

Demos and Presentations

- Platform demos: Run live demos and proofs of concept (PoCs) tailored to each client's industry and use cases.
- Pitch material: Build client-facing pitch decks, use-case decks and sample conversation flows for WhatsApp, RCS and chatbots.
- Stakeholder meetings: Present with confidence to CXOs and to IT, marketing, digital and compliance teams.

Enterprise Account Support

- Sales partnership: Support Sales at every stage of the deal: discovery, requirement gathering, solutioning, negotiation and closure.
- Account growth: Find upsell and cross-sell opportunities in existing accounts. Support business reviews and delivery performance reviews.
- Technical queries: Answer client questions on API integration,



delivery reports, speed, delivery rates and fallback across channels.

Market Knowledge and Sales Enablement

- Industry updates: Keep up with changes to WhatsApp Business Platform policy and pricing, RCS developments, and TRAI / DLT rules for SMS.
- Competitor tracking: Track what competing CPaaS companies offer and how they position themselves. Share what you learn with Sales and Product.
- Sales enablement: Create enablement material, battle cards and use-case libraries, and train the sales team.

REQUIRED SKILLS

CPaaS and Channel Knowledge

- SMS: A2P messaging, DLT registration, headers and templates, and TRAI rules.
- WhatsApp Business Platform: Template categories, conversation pricing, WhatsApp Flows, catalogues and interactive messages.
- RCS Business Messaging: Rich cards, carousels, suggested actions and verified sender set-up.
- Voice: IVR, outbound dialling (OBD), click-to-call and missed-call services.
- Chatbots: Conversational AI and bot journey design, including handover to live agents.
- Channel strategy: How to route messages and fall back between channels to improve reach and control cost.

Technical and API Knowledge

- REST APIs, webhooks, JSON, callbacks and delivery reports. Able to read API documents and explain integration steps to client tech teams.
- Hands-on with API testing tools such as Postman.
- Basic knowledge of SMPP,



message routing and delivery rates.
- Awareness of CRM and marketing tool integrations (for example Salesforce, LeadSquared, CleverTap, MoEngage).
- Awareness of security and compliance needs in banking and finance: the DPDP Act, RBI guidelines, ISO 27001, SOC 2 and security questionnaires.

Industry Knowledge

- BFSI: Banks, NBFCs, insurance companies, mutual funds (AMCs) and stock brokers.
- Fintech: Payments, lending and wealth platforms.
- Ecommerce: Order and delivery updates, abandoned-cart reminders, and campaigns to bring customers back.

Communication and Presentation

- Strong presentation and storytelling skills.
- Excellent spoken and written English. Able to explain technical ideas simply.
- Polished, confident and professional with senior client stakeholders.
- Robust skills in PowerPoint, Excel and Word, and in diagram tools such as Visio, Lucidchart or draw.io.

QUALIFICATIONS

- Bachelor's degree in Engineering, Computer Science, IT or a related field. An MBA is a plus.
- 3–5 years of Presales or Solution Consulting experience, only in CPaaS.
- A proven track record of handling enterprise accounts and winning RFPs.

GOOD TO HAVE

- Experience building WhatsApp Flows, RCS journeys or chatbot prototypes for demos.
- Exposure to GenAI-based conversational solutions.
- Experience with email as a channel, or with customer engagement and marketing automation platforms.

HOW SUCCESS WILL BE MEASURED

- RFP win rate and on-time submissions.
- How many demos and PoCs turn into closed deals.
- Quality and accuracy of solution documents and client presentations.
- Revenue growth from supported enterprise accounts.
- Feedback from the Sales team and from clients.

📌 Senior Manager – Presales (Mumbai)
🏢 OneXtel
📍 Mumbai