Role Purpose:

- As a Pre-Sales / Solutions Manager, you will play a critical role in converting qualified prospects into customers. You will own the solutioning and product-pitching journey-from discovery and demos through proposal support and deal closure-before handing over successfully to Implementation and Account Management teams.

- This role combines product expertise, consultative selling, and commercial discipline, and directly carries deal conversion / sales targets

Key Responsibilities:

- Engage with B2B prospects (PE, VC, AIF, Private Credit, Fund Administrators) to understand business workflows, pain points, and decision criteria.

- Conduct structured discovery sessions to map client requirements to product capabilities.

- Provide Level-1 solutioning-configurations, use-case mapping, and functional fitment.

- Deliver compelling product demos (virtual and in-person) tailored to the prospect's investment lifecycle and operating model.

- Articulate value proposition clearly in business and financial terms (efficiency, transparency, scalability, compliance).

- Handle functional objections and position the product against competitor alternatives.

- Work closely with Sales/BD to take opportunities from qualified prospect stage to commercial closure / contract signing.

- Undertake proposal preparation, scope clarifications, commercials alignment, and responses to prospect questions.

- Maintain deal momentum through timely follow-ups, recap notes, and internal coordination.

- Maintain accurate CRM records for opportunities, activities, deal stages, and next steps.

- Ensure pipeline hygiene, forecast accuracy, and adherence to defined sales processes.

- Track demo-to-conversion metrics and deal velocity.

- Ensure a structured and complete handover to Implementation / Account Management teams post contract signing.

- Document scope, assumptions, and client expectations clearly to ensure smooth onboarding.

- Partner with product, implementation, and sales leadership to ensure seamless customer experience.

- Share market feedback and recurring client needs with Product and Sales leadership

Required Skills & Attributes:

- 1-4 years of experience in Pre-Sales, Solutions Consulting, or Sales Engineering roles in B2B SaaS.

- Proven experience delivering product demos and supporting deal closures.

- Prior exposure to financial services, fintech, enterprise SaaS, or B2B platforms preferred.

- Basic finance knowledge is essential, especially understanding workflows of Private Equity, Venture Capital, Alternative Investment Funds (AIFs)

- Excellent communication and presentation skills (written and verbal).

- Strong consultative selling mindset- listens, probes, and positions value.

- Confidence engaging with senior stakeholders and global clients across time zones.

- Commercial acumen to support pricing discussions and deal progression.

- Hands-on familiarity with CRM systems (Hubspot, Salesforce or equivalent).

- Comfort working with video conferencing, demo environments, and collaboration tools.

Succes Metrics:

- Demo-to-opportunity and opportunity-to-closure conversion rates

- Revenue / deal conversion targets

- Quality and timeliness of CRM updates

- Sales cycle time and deal velocity

- Quality of implementation handovers