Pre-Sales Executive/Onboarding Specialist

• Respond promptly to demo call requests from prospects.
• Understand the client’s business use cases, challenges, and pain points.
• Prepare and schedule customized demo sessions aligned with the identified requirements.

• Conduct regular follow-ups with prospects to maintain engagement and move the evaluation process forward.
• Reschedule demo calls when required and ensure consistent communication until closure.

• Share product brochures, capability decks, and other required documentation.
• Provide clear and concise product information based on client queries.

• Create and configure demo accounts tailored to the prospect’s needs.
• Ensure that the demo environment reflects the customer’s expected workflows and use cases.

• Coordinate with the sales/commercial team to share pricing details, proposals, and commercial terms.
• Address prospect questions related to commercials and support the closure process.

• Provide access to trial environments as per the defined trial policy.
• Monitor usage, assist prospects during the trial period, and obtain formal sign-off upon trial completion.

• Once commercial agreements are finalized, create a dedicated production account.
• Perform data migration and initial setup either independently or with support from account managers.
• Prepare the production environment for customer usage.
• Support the customer during go-live and provide post-implementation assistance until stabilization.

• Strong communication and client-handling skills.
• Ability to understand business processes and map product features to customer needs.
• Experience in pre-sales, customer onboarding, or SaaS product demonstrations (preferred).
• Basic technical knowledge to configure accounts, manage demos, and support migrations.
• Good coordination skills with internal teams (sales, account management, support).
• Proactive follow-up and problem-solving attitude.
• Qualification B.com, Bba or (Any degree preferred)

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