Company Description Docterz is a technology-enabled growth partner for medical professionals across India, designed to support diverse practices, workflows, and patient relationships. It focuses on long-term practice sustainability by strengthening operational efficiency, structured administration, and financial clarity. More than a traditional software product, Docterz serves as the operational backbone and digital extension of modern medical practices.

By streamlining non-clinical tasks, it enables doctors to concentrate on delivering high-quality care and healing.

Role Description The Presales Executive role at Docterz is a full-time, on-site position based in Mumbai. This role involves engaging with prospective clients to understand their practice needs, presenting tailored product demonstrations, and supporting the sales team in converting qualified leads.

The Presales

Executive will collaborate on proposals and RFP responses, prepare solution-oriented presentations and documentation, and maintain accurate records of interactions in the CRM.



Daily activities include coordinating with internal teams to refine product messaging, answering prospect queries, and ensuring a smooth transition from presales to onboarding for new customers.

Qualifications

- Candidates should possess skills in Lead Generation and Sales to identify opportunities and support revenue growth.
- Candidates should possess solid Communication skills to present solutions, conduct product demos, and engage with stakeholders.
- Candidates should possess skills in Customer Service to address prospect concerns and build long-term relationships.
- Candidates should possess experience with RFP processes, proposal creation, and presales documentation.
- Relevant qualifications include a bachelor’s degree in Business, Marketing, Technology, or a related field.
- Beneficial experience includes working with SaaS or healthcare technology products and familiarity with CRM tools.
- Candidates should demonstrate analytical thinking, presentation skills, and the ability to collaborate with cross-functional teams.

📌 Presales Executive (Mumbai)
🏢 Docterz
📍 Mumbai