Parle Global Technologies - Presales Consultant

Description:

Role Overview:

The Presales Consultant will manage end-to-end presales activities including quotation preparation, documentation, customer coordination, order booking support, and execution follow-up.

The role demands strong communication, analytical skills, and the ability to build effective relationships with internal and external stakeholders.

Key Responsibilities (KRA):

- Prepare and share accurate quotations with customers based on provided specifications and pricing guidelines.

- Coordinate with internal teams to book sales orders and ensure correct generation of invoices, e-invoices, and e-way bills following standard SOPs.

- Follow up with customers for pending quotations, order execution formalities, and payment collections.

- Maintain strong customer engagement to ensure timely updates, issue resolution, and high service satisfaction.

- Prepare, analyze, and maintain MIS reports, WIP reports, and other presales documentation for management review.

- Track and maintain engineers visit data, service reports, and customer interaction logs.

- Build and maintain strong working relationships with sales teams, operations, finance, and customers to drive seamless order execution.

- Ensure timely adherence to all presales processes and escalate gaps or delays for swift resolution.

- Gather customer feedback and share insights for process improvement and enhanced service delivery.

- Support presales activities including documentation, coordination for demonstrations, and responding to customer queries.

Required Skillsets:

- Strong communication, coordination, and customer-handling abilities.

- Proficiency in MS Office tools, especially Excel and Word, along with experience in using ERP systems.

- Knowledge of invoicing processes, e-invoice and e-way bill generation.

- Ability to manage multiple deadlines, prioritize tasks, and work efficiently under pressure.

- Good analytical and documentation skills with the ability to maintain accurate MIS reports.

- Strong customer relationship management abilities with a service-oriented approach.

- Attention to detail, time management skills, and ability to work in a cross-functional environment.

- Understanding of basic sales processes, order management, and commercial documentation