Pre Sales Executive

The Pre-Sales Executive will be responsible for supporting business development and sales of document management and digital transformation solutions. The role involves understanding client requirements, identifying suitable technology solutions, conducting product demonstrations, preparing technical and commercial proposals, and working closely with sales and technical teams to deliver solutions that improve document management, records security, workflow efficiency, and information accessibility.

Key Responsibilities:

• Engage prospective clients to understand their document management, digitization, archiving, and workflow automation requirements.
• Identify business opportunities and recommend appropriate electronic document and records management solutions.
• Conduct client presentations, product demonstrations, and solution walk through.
• Prepare technical proposals, quotations, presentations, and other sales documentation.
• Review tender documents and requests for proposals, coordinating responses with relevant internal teams.
• Explain technical features, benefits, and business value to both technical and non-technical stakeholders.
• Support the sales team in lead generation, opportunity qualification, client follow-ups, and closing sales.
• Develop and maintain relationships with prospective and existing clients across public and private sector organizations.
• Identify opportunities to improve document storage, retrieval, approval processes, records retention, and information security.
• Maintain an understanding of document digitization, scanning and indexing, optical character recognition (OCR), metadata management, workflow automation, and digital archiving.
• Collaborate with technical and implementation teams to ensure proposed solutions meet client requirements.
• Monitor market developments, customer needs, and competitor offerings to identify new business opportunities.
• Maintain accurate records of client interactions, sales opportunities, proposals, and pipeline progress.
• Prepare regular activity reports and contribute to sales forecasting and business development planning.

Qualifications and Experience:

• Bachelor’s degree in Information Technology, Computer Science, Information Systems, Business Information Technology, Business Administration, or a related field.
• More than 6 years of work experience in the industry.
• Relevant experience in pre-sales, solution consulting, software sales, technical sales, or business development.
• Experience in document management systems, digital transformation, enterprise software, records management, or workflow automation will be an added advantage.
• Experience preparing technical proposals, responding to tenders, and delivering product demonstrations is desirable.
• Knowledge of document digitization, electronic records management, digital archiving, and information security is an advantage.
• Proficiency in Microsoft Office applications and familiarity with CRM systems.

Key Competencies:

• Strong communication, presentation, and negotiation skills.
• Consultative selling and customer relationship management.
• Ability to understand client requirements and recommend appropriate solutions.
• Strong analytical, problem-solving, and proposal-writing skills.
• Commercial awareness and business development capabilities.
• Excellent organization, planning, and follow-up skills.
• Ability to work independently and collaboratively with cross-functional teams.
• Results-oriented approach with a strong commitment to customer satisfaction.

Key Performance Indicators (KPIs):

• Number of qualified sales opportunities generated and supported.
• Quality and timeliness of proposals and tender submissions.
• Number of client presentations and product demonstrations conducted.
• Conversion of qualified opportunities into sales.
• Contribution to sales revenue and pipeline growth.
• Development of new client relationships and accounts.
• Accuracy of sales records, reporting, and forecasting.