Presales Deal Manager - Insurance Vertical

Presales - Insurance

The Pre-Sales Deal Manager is responsible for supporting the Insurance Sales and Account teams in identifying opportunities and closing deals.

Role is to manage all the Bid managers in Insurance Solution Design.

Objective/Purpose :

Pre-Sales Deal Manager is responsible for supporting the sales team and managing Bid managers across multiple deals and support them in winning the deal by generating opportunities. Deal manager is responsible to identify right solution architects based on the proposals and win themes.

Solution Definition / Integration / Generation :

- Manages the bid managers of insurance presales team

- Works with solution architects, service lines and domain consultants to create the solutions

- Probes the customer and asks relevant questions to get the necessary clarifications on requirements and conveys the same to the solution teams

- Works with SMEs to come up with specific product offerings based on market demand

- Makes a presentation of the solution to the client

Delivery Transition :

- Transitions the deal to the delivery team post successful conversion - explains the agreed scope and deliverables to the delivery team to ensure a seamless customer experience

- Participates in creation of handover plan and works with the delivery team during the handover period

RFP Management / Bid Management :

- Project manages the entire bid process by preparing and deploying the bid plan

- Identifies the teams / experts to be reached out to for contributing to the bid

- Collaborates with multiple stakeholders for getting inputs as per plan

- Reviews progress as per the bid plan and takes corrective actions

- Integrates / assembles the response as per inputs received and ensures that response gets submitted as per timeline.