Pre Sales Consultant (Global Research & Risk Solutions)

We are looking for a Pre-Sales Consultant who can own and orchestrate the end-to-end proposal and presentation process.

This role sits at the crossroads of sales product and marketing and is critical in shaping how our solutions are communicated to clients.

Key Responsibilities

• Proposal Coordination & Management
  • Own the end-to-end creation of client proposals working closely with sales product analytics and delivery teams
  • Manage proposal development as mini-projects ensuring timelines inputs and quality standards are met
• Presentation & Deck Creation
  • Translate technical and business inputs into clear structured and compelling PowerPoint presentations
  • Customize decks for different client segments within banking and financial services
• Content & Knowledge Repository
  • Build and maintain a structured repository of client proposals pitch decks and solution collateral
  • Ensure content is reusable searchable and available at short notice for future opportunities
• Marketing Collaboration
  • Work closely with the marketing team to ensure proposals include latest messaging product updates and branding
  • Support the creation of video-based collaterals and client-facing content alongside marketing
• Continuous Improvement
  • Identify opportunities to standardize proposal formats storytelling frameworks and visual presentation styles

Required Experience & Skills

• Minimum 2-3 years of experience in a Pre-Sales Solutions Consulting or Proposal Management role within a technology company
• Experience working on RFPs RFIs and large enterprise proposals
• Basic understanding of Banking and Financial Services with exposure to:
  • Credit Risk Analytics Data Platforms AI/ML solutions (preferred)
  • Banking Capital Markets or Insurance domains
• Excellent PowerPoint skills ability to build executive-ready decks independently
• Hands-on experience with SharePoint or similar content management tools
• Ability to coordinate across multiple teams and manage parallel workstreams
• Strong written communication and stakeholder management skills

Good to Have

• Familiarity with AI data platforms or risk technology used in BFSI
• Exposure to client-facing roles or sales support in B2B tech

Required Skills:

Pre-salessales