- Collaborate with the Sales Team to review, qualify, and progress incoming business opportunities.
- Participate in customer discovery sessions to understand business needs, pain points, and solution expectations.
- Track opportunities across all pipeline stages and proactively identify bottlenecks affecting progression.
- Coordinate with internal stakeholders — Product, Technical, Compliance, and Finance — to address challenges and ensure timely opportunity advancement.
- Maintain accurate and up-to-date records of customer interactions, opportunity status, and pending action items in the CRM.
- Provide regular opportunity progress updates and client feedback summaries to Sales and Management teams.
Experience Required: 2–5 years in Account Management, Pre-Sales, Customer Engagement, or Technology Solutions
Technical / Functional Skills
Behavioural Competencies
- Requirement gathering and documentation
- Excellent communication and interpersonal skills
- Product demonstration and presentation skills
- Robust customer relationship management
- Proposal preparation and commercial documentation
- Persuasion and negotiation skills
- CRM system proficiency
- Analytical thinking and problem-solving
- Microsoft Office / Google Workspace
- Strong organizational and follow-up discipline
- Contract and compliance coordination
- Ability to manage multiple client engagements
- Account management lifecycle
- Result orientation and ownership mindset
- Payment follow-up and collection coordination
- Collaborative cross-functional teamwork
- AMC / renewal management
- Adaptability and learning agility