Job Description - Pre-Sales ConsultantAbout XceedanceXceedance (www.xceedance.com) is a global provider of strategic consulting, managed services, technology, data sciences, and blockchain solutions for insurance organizations. Headquartered in Bermuda, with offices in the United States, United Kingdom, Germany, Poland, India, and Australia, Xceedance supports insurers in launching new products, driving operational excellence, deploying intelligent technologies, implementing advanced analytics, and optimizing business processes.Our experienced insurance professionals empower insurers, reinsurers, brokers, and program administrators worldwide to:- Enhance policyholder experience- Improve workflow productivity- Enter new markets- Increase profitabilityJoin us if you're seeking an opportunity to be inspired, challenged, and rewarded!Position: Pre-Sales ConsultantDepartment: Business Development / Pre-SalesLocation: [Insert Location]Experience: 12-15 yearsIndustry Preference: Insurance / Financial Services (P&C domain preferred)Role OverviewThe Pre-Sales Consultant plays a pivotal role in accelerating business growth by aligning client needs with tailored BPM and technology-led solutions. This role requires a blend of domain expertise, solution consulting, proposal development, and strong client engagement skills. The ideal candidate will be a strategic thinker with hands-on experience supporting the end-to-end sales lifecycle-from qualification through proposal creation to deal closure.Key Responsibilities1. Proposal & Solution Support- Develop customized proposals, RFP/RFI responses, pitch decks, and capabilities presentations in collaboration with BD/CP, Solutioning, and Delivery teams.- Participate in client discussions and workshops to gather requirements and support solution development.- Build solution frameworks and value propositions aligned with client goals.2. Research & Industry Intelligence- Conduct research on client organizations, market trends, competitors, and emerging insurance technologies.- Provide insights to support deal shaping, solution design, and differentiation.3. Client Engagement & Visit Management- Coordinate and anchor client visits across all Xceedance locations.- Join client calls, requirement-gathering sessions, and technical discussions as a solution partner.4. Internal Collaboration & Governance- Lead the initial deal qualification process, capture inputs, and facilitate qualification meetings with internal teams.- Work closely with cross-functional teams (BD, Delivery, Solutions, Marketing) to ensure seamless alignment through the sales cycle.5. Knowledge & Collateral Management- Build and maintain reusable content libraries including case studies, solution components, pricing models, and delivery frameworks.- Collaborate with Marketing to support RFI responses for industry analyst research initiatives.Desired Skills & Experience- 12-15 years of experience in pre-sales, business analysis, consulting, or related areas.- Strong understanding of the P&C (Property & Casualty) insurance domain is highly preferred.- Excellent written and verbal communication skills with proven ability to create compelling proposals and solution narratives.- Proficiency in MS PowerPoint, Word, Excel, and Visio; exposure to Miro, Canva, or similar tools is an advantage.- Strong analytical thinking, attention to detail, and ability to structure complex information clearly.- Experience with technology-enabled services, digital transformation, InsurTech, or BPM solutions is a plus.Qualifications- Bachelor's degree in Business, Insurance, Finance, or related field.- MBA or insurance certifications such as CPCU, AINS are an added advantage.Why Join Xceedance?- Work with global teams across multiple regions.- Opportunity to contribute directly to high-impact sales pursuits.- Exposure to cutting-edge insurance technology and transformation initiatives.- A dynamic, collaborative, and growth-oriented work culture.
