SaaS Cloud Cybersecurity ITSM CRM Data & AI Tech Services
The Presales Consultant is responsible for leading the technical-commercial dialogue with prospects and clients ensuring that the proposed solutions meet business needs are aligned with best practices and maximize the value delivered. They act in a consultative manner connecting diverse technologies SaaS Cloud Cybersecurity CRM ITSM Data/AI in integrated proposals that support digital transformation with security scalability and ROI.
This role is strategic for increasing conversion rates technically differentiating the company in the market and reducing risks during the sales cycle.
3. Responsibilities and Main Activities
3.1. Needs Discovery and Analysis
Conduct technical and business discovery meetings.
Identify pain points processes critical indicators and success criteria.
Map technical and operational risks that may impact the decision.
Prepare requirements documents and gap analyses (AS-IS / TO-BE).
Propose evolutionary scenarios (quick wins and roadmap).
3.2. Demonstrations Presentations and Technical Storytelling
Prepare and deliver valuable presentations focused on ROI efficiency and risk mitigation.
Execute customized demonstrations for each client and vertical.
Build narratives that connect business challenges to the solution.
Adapt technical depth to the target audience (C-level managers IT operations).
Create scripts screenplays and dedicated demo environments. 3.3. Proof of Concept (POC) and Technical Assessments
Plan and execute POCs pilots workshops and labs.
Define success criteria and monitor results.
Resolve technical objections integrate systems and validate architecture.
Document findings recommendations and the final POC roadmap.
3.4. Solution Architecture (multicloud / multisolution)
Design integrated solutions involving:
Cloud (Azure AWS GCP)
Architecture automation governance security and costs (FinOps).
Integration models and APIs.
Cybersecurity
Zero Trust IAM/CIAM MFA DLP EDR/XDR encryption SOC.
Compliance requirements (LGPD ISO 27001 NIST).
ITSM / ServiceNow
ITIL processes automation workflows CMDB service catalog.
Integrations with existing platforms.
CRM (Salesforce Dynamics HubSpot)
Sales orchestration funnel sales automation.
Profiles permissions and integrations with ERP/BI.
Data & AI
Pipelines dashboards data quality governance.
Use of Generative AI machine learning and automation.
Consulting / Services
Process mapping delivery scope and service levels.
3.5. Sales Cycle Support
Building technical proposals and responding to RFPs/RFIs.
Supporting Account Executives in closing strategy.
Defining technical drivers of the offer (win themes).
Preparing solution documents scope sizing and estimates.
3.6. Integration with Internal Teams
Product: prioritization of functionalities field feedback.
Engineering/Architecture: feasibility and detailed design.
Security: risk analysis and compliance requirements.
Marketing: webinars technical content events.
Delivery: Post-sales technical transition and onboarding.
3.7. Market Intelligence
Monitor technology trends and competitor movements.
Keep certifications and portfolio knowledge up-to-date.
Evaluate new technologies that expand the solutions capabilities.
Qualifications :
Requirements
4.1. Academic Background
Bachelors degree in IT Engineering Systems Computing Analytics Security or related fields.
4.2. Mandatory Technical Requirements
Proven experience in Presales Architecture Consulting or Solutions Engineering.
Solid knowledge of Cloud (Azure/AWS/GCP).
Experience with SaaS environments and integrations/APIs.
Understanding of cybersecurity and data protection principles (LGPD).
Experience with automation tools workflows and ITSM.
Ability to conduct demos create POCs and build technical narratives.
4.3. Desired Requirements
Certifications: Azure/AWS/GCP ITIL ServiceNow Security ISO27001.
Knowledge of scripting languages (PowerShell Python SQL).
Experience with agile methodologies.
Experience in Enterprise projects and complex environments.
4.4. Behavioral Competencies
Clear communication (oral and written).
Technical storytelling and consultative approach.
Analytical reasoning and systems thinking.
Solution-oriented and customer-focused.
Influence without authority.
Organization autonomy and collaboration.
English or Spanish Fluency Preferred and Portuguese Mandatory.
Remote Work :
No
Employment Type :
Full-time
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