27/02 Inderdeep singh
Consultant at CM JOBS

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Presales Role - Fintech (4-8 yrs)

Gurgaon/Gurugram Job Code: 65165

Company With offices in London, New York, Singapore, Gurgaon, and Berlin, the company's mission is to enable small and medium-sized businesses to obtain the debt finance they need to grow. Our fintech platform which we developed to address this problem, is being used by a number of leading banks around the world, and by us in the UK via our own balance sheet lending.


- Effectively manage presales requirements for the global sales team and quickly adapt to changing processes and requirements.

- Create strong value propositions for different target segments/markets that significantly help in deal conversions.

- Develop a strong understanding of client's business and develop effective pitch material.

- Prepare effective client proposals including RFPs and RFIs.

- Collaborate effectively with teams across different time zones.

- Build market and competitive intelligence.

- Build and maintain the repository of samples, case studies and other reusable components for pitching.


- 4-8 years of work experience in a presales role with knowledge of technology and financial services/banking domains.

- Strong financial analysis skills.

- Understanding of pitching to banks and lending institutions.

- Strong research skills using online and secondary tools with attention to details and high on rigor.

- Hands on experience in generating leads and sales pipeline for the US and EU markets. Understanding of the concepts of demand generation, lead nurturing and lead lifecycle management.

- Ability to systematically analyze complex problems, draw relevant conclusions and design appropriate solutions.

- Excellent communication and presentation skills.

- Customer service orientation.

- Well versed with salesforce.


- Strong academic background.

- Masters/bachelor's in finance.

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