Job Description
About the Company:
Pelican has pioneered the practical application of Artificial Intelligence technology for over twenty years. Pelican provides banks and corporates with solutions that enhance, streamline and secure the payments life-cycle, partnering with customers to deliver innovative and agile solutions and drive growth. Pelican is a leading provider of payment & financial crime compliance solutions and puts intelligent automation, compliance and control firmly at the heart of payments & other transactional processing.
www.pelican.ai
Aims & Goals:
The primary aim of the Sr. Presales Manager is to be involved in developing a Pre-Sales function with opportunity to input for the devising and delivery of Pre Sales strategy in conjunction with Sales and Marketing management objectives.
Key Responsibilities:
General:
• To provide techno functional product consultancy in support of sales at client meetings and on conference calls. To discuss, capture and define customer requirements.
• To work with the Sales team to exploit the commercial opportunities for the ACE range of products.
• Responsible for Pre-sales project management from requirement capture, design to implementation handover. Working closely with members of the Sales, Delivery, product & Support team to ensure product solutions be delivered on time, to specification and within budget
Specific Role &
Responsibilities:
• Through Interface and discussion to capture customer requirements and present the relevant Product solution via customer visits, presentations and other follow up meetings.
• Where relevant to identify key revenue generating opportunities for products and services to customer through the Sales or Support teams for the financial benefit of the company.
• To write requirement Specifications which meet customer requirements and translate these accurately to the delivery team / Product team for quotation,component ordering and successful delivery mechanism.
• To act as the project manager for all presales projects ensuring projects are delivered on time, to the agreed specification and within budget.
• Develop and maintain a product proficiency and competency level by attending mandatory training classes and successfully completing required levels of competency.
• Ensure clear adherence to a technical pre sales qualification process to ensure correct leveling and placement of opportunity leading to accurate quotation and excellent customer experience.
• Assisting sales team in the qualification of customer needs and performing pre demo needs analysis.
• Generation of product demo scripts & scenarios and providing demonstrations of the product, both standard and tailored to suspects and prospects.
• Managing pilots and prototypes
• Manage, coordinate and execute complete bidding process of RFI and RFPs
• Be able to position our products against the competition
• Developing Statements of Work and other contractual documents
• Reports progress and issues to the Manager in a timely manner. In particular, to relay issues that might impact on quality or the ability to deliver to timescales or estimates
• Report bi-weekly to the Business Development Director on Pre sales progress and development including progress and management against targets.
• Handle straightforward problems that occur in every day work. Refer more complex problems or decisions to others where necessary makes routine decisions within established guidelines
• Complete any other tasks that may reasonably be required from time to time
Experience Level:
• 7-10 years primarily in Payments Domain
Education al Background:
• Masters in Finance, Business administration, systems with relevant experience of 7-10years
• Good understanding of Transaction Banking Payments, PSD2, Open Banking, Real-time Payments, Corporate Banking, Corporate Payments
• Good understanding of various payment formats like SWIFT, SEPA, FED, CHIPS, RTGS, NEFT, IMPS, CHAPS, BACS.
• Demonstrable familiarity with Microsoft suite and related IT skills for internal/external communication
Essential
Skills:
• Strong experience in Payments solutions like Real-time Payments, PSD2, Open Banking, Payment Hub, SWIFT, SEPA correspondent banking, Corporate banking, and Cash Management solutions.
• Essential Demonstrably successful experience in Business to Business Presales support
• Successful experience of B2B customer interface environment
• Experience of business-to-business sales and business development process
• Experience in training of new team members in line with role and company strategy and relating to technical solution construction and presentation
• Demonstrable experience of basic Project management experience
• Experience in construction of technical solutions for, RFI, RFP, tenders and quotation documents
Additional
Skills:
• Excellent People management skills and Sound inter-personal skills.
• Driven to succeed, organized and team player
• Self-motivated, conscientious and be able to make a business sales case.
• Strong Communication skills and…
Pelican has pioneered the practical application of Artificial Intelligence technology for over twenty years. Pelican provides banks and corporates with solutions that enhance, streamline and secure the payments life-cycle, partnering with customers to deliver innovative and agile solutions and drive growth. Pelican is a leading provider of payment & financial crime compliance solutions and puts intelligent automation, compliance and control firmly at the heart of payments & other transactional processing.
www.pelican.ai
Aims & Goals:
The primary aim of the Sr. Presales Manager is to be involved in developing a Pre-Sales function with opportunity to input for the devising and delivery of Pre Sales strategy in conjunction with Sales and Marketing management objectives.
Key Responsibilities:
General:
• To provide techno functional product consultancy in support of sales at client meetings and on conference calls. To discuss, capture and define customer requirements.
• To work with the Sales team to exploit the commercial opportunities for the ACE range of products.
• Responsible for Pre-sales project management from requirement capture, design to implementation handover. Working closely with members of the Sales, Delivery, product & Support team to ensure product solutions be delivered on time, to specification and within budget
Specific Role &
Responsibilities:
• Through Interface and discussion to capture customer requirements and present the relevant Product solution via customer visits, presentations and other follow up meetings.
• Where relevant to identify key revenue generating opportunities for products and services to customer through the Sales or Support teams for the financial benefit of the company.
• To write requirement Specifications which meet customer requirements and translate these accurately to the delivery team / Product team for quotation,component ordering and successful delivery mechanism.
• To act as the project manager for all presales projects ensuring projects are delivered on time, to the agreed specification and within budget.
• Develop and maintain a product proficiency and competency level by attending mandatory training classes and successfully completing required levels of competency.
• Ensure clear adherence to a technical pre sales qualification process to ensure correct leveling and placement of opportunity leading to accurate quotation and excellent customer experience.
• Assisting sales team in the qualification of customer needs and performing pre demo needs analysis.
• Generation of product demo scripts & scenarios and providing demonstrations of the product, both standard and tailored to suspects and prospects.
• Managing pilots and prototypes
• Manage, coordinate and execute complete bidding process of RFI and RFPs
• Be able to position our products against the competition
• Developing Statements of Work and other contractual documents
• Reports progress and issues to the Manager in a timely manner. In particular, to relay issues that might impact on quality or the ability to deliver to timescales or estimates
• Report bi-weekly to the Business Development Director on Pre sales progress and development including progress and management against targets.
• Handle straightforward problems that occur in every day work. Refer more complex problems or decisions to others where necessary makes routine decisions within established guidelines
• Complete any other tasks that may reasonably be required from time to time
Experience Level:
• 7-10 years primarily in Payments Domain
Education al Background:
• Masters in Finance, Business administration, systems with relevant experience of 7-10years
• Good understanding of Transaction Banking Payments, PSD2, Open Banking, Real-time Payments, Corporate Banking, Corporate Payments
• Good understanding of various payment formats like SWIFT, SEPA, FED, CHIPS, RTGS, NEFT, IMPS, CHAPS, BACS.
• Demonstrable familiarity with Microsoft suite and related IT skills for internal/external communication
Essential
Skills:
• Strong experience in Payments solutions like Real-time Payments, PSD2, Open Banking, Payment Hub, SWIFT, SEPA correspondent banking, Corporate banking, and Cash Management solutions.
• Essential Demonstrably successful experience in Business to Business Presales support
• Successful experience of B2B customer interface environment
• Experience of business-to-business sales and business development process
• Experience in training of new team members in line with role and company strategy and relating to technical solution construction and presentation
• Demonstrable experience of basic Project management experience
• Experience in construction of technical solutions for, RFI, RFP, tenders and quotation documents
Additional
Skills:
• Excellent People management skills and Sound inter-personal skills.
• Driven to succeed, organized and team player
• Self-motivated, conscientious and be able to make a business sales case.
• Strong Communication skills and…
💡 Quick Summary
Seeking a career-building opportunity? The Sr| Manager | Presales position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
