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11/11 Shivani Bhatnagar
Talent Acquisition Partner at CRMNEXT

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Presales Solution Consultant (2-5 yrs)

Noida Job Code: 184638

Job Title: Pre-Sales Solution Consultant, CRM / Technical Solution Consultant, CRM Vertical: BFSI

Location: Noida, India

Experience: 2 - 5 Years

Education: First division (60%) in Xth, XIIth, and B.E. /B.Tech (Computer Science) or BCA+MCA

Job Function & Role: Functional

ROLES AND RESPONSIBILITIES:

- Experience in Project Delivery of at least 1 CRM across Sales, Service, Marketing modules.

- Product and Solution Consulting for prospects in the BFSI domain

- RFP management - Actively involved with the sales team in various aspects of the pre-sales cycle including - Gathering market competition and customer information, Responding to RFPs/RFIs, Functional/Technical compliances, Solution Preparation, Proposal preparation, as per the timelines of customer

- Co-ordinate with different internal/external teams to identify the business pains to offer a solution in line with the Client's project requirement.

- Create Storyboard for Product Demonstrations

- Create Pitch Decks - Product/Solution Presentations for BFSI prospects.

- Business value creation & ROI.

- Solution presentation including Presales activity as well as a basic product demo, check on the Solution viability.

- Worked as a liaison among business stakeholders to understand business problems and opportunities in the context of requirements and recommend solutions that enable the organization to achieve its goal

- Sales Consulting for Global prospects across SAARC, Middle East, SEA, Africa regions

- Support CRMNEXT product sales as a techno-functional and domain expert

- Responsible for the creation of Storyboards for Product/Solution Demonstrations.

- Responsible for Creation of Pitch Decks - Product/Solution Presentations for BFSI prospects.

- Lead discovery workshops to determine customers- business challenges and deliver product demonstrations to align our solution with customer needs

- Solely responsible to lead the team for RFP management - Gathering market competition and customer information, Responding to RFPs/ RFIs, Functional/Technical compliances, Solution Preparation, Proposal preparation

- Co-ordinate with different internal/external teams to identify the business pains to offer a solution in line with the Client's project requirement.

- New requirements to the product team about product enhancements that address customer needs and drive additional business value

ROLE EXPECTATION:

In order to be successful in this role, we need someone who has:

- 2+ years of presales solution consulting experience in the BFSI domain for CRM software industry/banking applications in Sales Automation, Service Automation or

- Proficiency with the CRM platform or technical expertise with cloud software solutions

- Excellent communication skills in writing and presenting to business and technical decision-makers

- The ability to effectively complete tasks with minimal supervision and is a self-starter, organized and detail-oriented

- Experience working collaboratively with product management, product marketing, partners, and professional services

- Creative problem-solving skills with a flexible mindset and desire to work in a fast-paced, high growth organization

- A high degree of passion, energy, drive, and willingness to travel

- Product and Solution Consulting for prospects/existing customers in the BFSI domain

- RFP management - Actively involved with the sales team in various aspects of the pre-sales cycle including - Responding to RFPs/ RFIs, Functional/Technical compliances, Solution Preparation, Proposal preparation, as per the timelines of customer

- Experience in Project Delivery of at least 1 CRM across Sales, Service, Marketing modules.

- Business value creation & ROI.

- Solution presentation including Presales activity as well as a basic product demo, check on the Solution viability.

- Worked as a liaison among business stakeholders to understand business problems and opportunities in the context of requirements and recommend solutions that enable the organization to achieve its goal

WHO WE ARE LOOKING FOR:

Team: CRMNEXT Sales Consulting team is a global team responsible for 4 regions - SAARC, Middle East, South East Asia,

Sales Consulting Team in CRMNEXT plays a major role in the future success of the organization acting as a bridge between Sales and Delivery teams supporting the CRMNEXT Product sales.

In this role, you will have an opportunity to influence revenue growth for one of the company's most strategic product lines with support from the sales, product, engagement team, and executive team.

Role: You will be responsible for supporting the CRMNEXT product sales effort by using your technical and BFSI domain expertise to address customers- business issues, demonstrate technical credibility and convey value. Solution Consultants play a key role in the sales process by facilitating customer discovery workshops, demonstrating the solution, aligning to business value, and gathering customer feedback for future product innovation. Strong technical, sales, and consulting skills as well as the ability to translate technical capabilities into business benefits are crucial for this role.

WHO WE ARE: We are the leader on financial CRM Executing the NEXT GENERATION CRM

CRMNEXT continues where traditional CRMs leave off. It eliminates the artificial barriers between human and digital channels, enabling world-class, omnichannel customer interactions from a single, unified platform. With more than a million financial service associates and a billion customers supported by the platform globally, CRMNEXT effectively recalibrates banks- potential to grow engagement, drive profitability and deliver innovation.

It has to its credit the largest Banking CRM implementation in the world with 3,25,000+ users across 5,000+ locations and 36 countries. With proficiency in creating customer journeys from digital onboarding through all aspects of assisted services, we are focused on the delivery of high-quality CRM implementations.

CRMNEXT is a pioneer in Digital CRM with the largest CRM implementation in banking in the world. CRMNEXT is credited as the World's most powerful financial services CRM and banking CRM. Its CRM for banks edition has a unified platform that enables banks to provide omnichannel service experiences to their customers.

CRMNEXT's CRM in banking empowers Relationship Managers of banks to build long-lasting customer relationships. It provides 360-degree actionable customer insights on a single dashboard and actionable reports

CRMNEXT's banking CRM provides sales automation marketing automation, lead management, and customer engagement solutions. CRMNEXT's intelligent CRM in banking also provides excellent opportunities for cross-selling to banks with personalized offers displayed to bank customers based on their needs across devices and channels.

CRMNEXT's CRM for financial services edition specializes in solving complex problems with its intelligent business rules and automation. CRMNEXT's financial services CRM empowers financial institutions in automating difficult decisions related to eligibility checking and underwriting.

Its CRM in financial services has a single platform with all important customer information available at one click which improves the efficiency of staff and creates more customer value. The financial CRM of CRMNEXT has innovative tools like work flow designers that help in mapping end-to-end process flows.

Mission: We sincerely believe that Passion, Hunger, and Drive (PHD) is what makes GEN-X and GEN-Y the future leaders of the industry. CRMNEXT employees have a passion for learning, building, and innovating. Whether you- re a consultant, a business development professional, a developer, or anything in-between, our roles aim to provide each person to create value and growth as part of the journey of the organization.

Work matters. It's where we spend a third of our lives. And the workplace of the future is going to be a great place. We- re dedicated to bringing that to life for people everywhere. That's why we put people at the heart of everything we do.

- We are the fastest growing company, which is leading in the industry, we have grown fast sporadically across the globe with over 3,25,000+ users across 5000+ locations and 36 countries & over 700+ Employees

- Our Clientele is based out in Asia Pac, USA, Middle East, South Africa, Australia, etc.

- Our product engages millions of global users and we keep adding millions every month

Direct Presence in 12+ Countries

Customers across 19+ Countries

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