Pre-Sales Associate

Position Details

Position

Pre-Sales Associate

Experience

2–5 years

Employment Type

Full-time

Work Model

Work from office at least 5 days a week

Reporting To

CMO / CBO

Education

No specific educational qualification required

Role Overview

We are looking for a confident, organized, and proactive Pre-Sales Associate to support the sales team through lead qualification, sales presentations, product documentation, demo coordination, partner engagement, and customer onboarding. The ideal candidate will have strong communication and presentation skills, sound understanding of sales processes, and the ability to coordinate effectively with prospects, partners, senior clients, and internal teams.

Ideal Candidate Profile

· 2–5 years of relevant experience in pre-sales, sales coordination, business development support, or a similar role.

· Excellent verbal and written communication skills in English and professional Hindi.

· Confident and professional while communicating over phone calls, video calls, and online meetings.

· Robust presentation skills and proficiency in PowerPoint or Google Slides.

· Good understanding of sales processes, lead qualification, and customer coordination.

· Strong documentation, organization, and follow-up skills; proactive and detail-oriented.

· Comfortable coordinating with senior clients, partners, sales teams, and cross-functional stakeholders.

· Experience in SaaS, B2B, or the technology industry will be an advantage.

Key Responsibilities

1. Sales & Presentation Collateral

· Create and maintain corporate, organization-level, industry-specific, product-specific, and solution-based sales decks.





· Prepare product brochures, one-pagers, comparison documents, proposals, and other sales-support materials.

· Ensure presentations and collateral are accurate, professional, relevant, and up to date.

2. Product Documentation

· Maintain updated user manuals, product manuals, onboarding and support documents, FAQs, and implementation guides.

· Prepare and update product training materials and supporting documentation.

· Coordinate with relevant teams to validate product information and document changes.

3. Lead Qualification & First-Level Calls

· Handle first-level calls with inbound leads to understand customer requirements, business challenges, and use cases.

· Qualify leads against predefined criteria and accurately record requirements and interactions in the CRM.

· Follow up on digital leads and SME enquiries and coordinate qualified leads with the sales team.

4. Demo Coordination

· Coordinate product demonstrations between prospects and the sales/product teams.

· Understand prospect requirements in advance and prepare relevant product information and presentation material.

· Manage demo schedules, share required information after demos, and maintain follow-up records.

5. Client Coordination

· Serve as a coordination point between prospects, the sales team,



and internal stakeholders.

· Share product information and respond to basic product and documentation queries.

· Coordinate proposals, presentations, and other required documents, ensuring timely follow-up.

6. Partner Engagement

· Maintain regular partner communication through email, WhatsApp, phone calls, online meetings, and professional meetups.

· Share partner and product updates, schedule meetings, and manage follow-ups.

· Support partner relationship management through consistent and professional communication.

7. Events & Lead Generation

· Participate in industry events and coordinate event registrations and related arrangements.

· Interact with prospects, collect business cards/contact details, and record leads and requirements.

· Maintain the event lead database and coordinate timely post-event follow-ups.

8. Customer Onboarding Coordination

· Coordinate completion of onboarding formalities and required documentation.

· Work with internal teams to ensure customers receive the required manuals, product information, and support materials.

· Track onboarding progress and follow up on pending activities.

9. EIR & Business Documentation

· Prepare, compile, and coordinate EIR-related documents, reports, and information as required by management and business teams.

· Support business reporting and documentation tasks, ensuring accuracy and timely submission.

Tools & Skills

· PowerPoint / Google Slides and business documentation tools.

· CRM data entry and lead-tracking processes.

· Professional communication, presentation, coordination, and follow-up.

📌 Pre sales Associate (Gurugram)
🏢 Febi.ai
📍 Gurugram