Presales Banking/Insurance
Confidential client · Navi Mumbai · Full-time
Key Responsibilities:
- Serve as the single point of contact for all RPA deals.
- Anchor and own Proof‑of‑Concepts (PoCs) with delivery support.
- Train and guide presales activities for related domains.
- Collaborate with local and global account management and sales teams to develop winning propositions.
- Lead the bid management team, ensuring timely deliveries and effective customer coordination.
- Create powerful PoCs for prospects and customers and act as an evangelist for RPA automation tools.
- Work closely with the sales team on proposals, pitches, and new business opportunities.
- Develop technical solutions for intelligent automation opportunities, including white papers and proposals, and analyze customer requirements from RFI/RFPs.
- Coordinate with internal and external stakeholders to obtain sign‑offs and finalize solutions.
- Evaluate client processes and recommend best‑fit solutions such as RPA, OCR, AI/ML, and analytics.
- Participate in client interactions during the deal process to design client‑specific RPA solutions.
- Create, update, and maintain an RPA use‑case repository.
What We're Looking For:
- 8 to 12 years of relevant experience.
- Proven experience working across multiple technology stacks and a demonstrated ability to quickly adopt new technology trends.
- At least 10+ years of experience in an RPA presales role (or a comparable period of focused presales work).
- Strong understanding of features and functionalities of at least one leading hyper‑automation platform (e.g., Automation Anywhere, UiPath, Blue Prism, Microsoft Power Automate, Antworks, Workfusion).
- Experience evaluating client processes and proposing solutions that may include RPA, OCR, AI/ML, and analytics.
- Ability to lead bid management efforts and coordinate with diverse stakeholders.
- Excellent communication and presentation skills for client interactions, proposals, and white papers.
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