Pre Sales Advisor

Pre-Sales

Company Name: TPIPAY Financial Technology Private Limited

Department: Pre-Sales

Position: Pre-Sales

Location: Bangalore

Employment type: Full- Time

Reporting to: Business Head

Company Profile

TPIPAY Financial Technology Private Limited is a rapidly growing fintech company headquartered in Bhubaneswar, Odisha. Established in 2024, the company specializes in developing secure,

innovative, and technology-driven digital payment solutions for businesses across India. It focuses on simplifying financial transactions through modern fintech products and enterprise payment service.

TPIPAY Financial Technology Private Limited focuses on delivering end-to-end payment solutions that help businesses manage collections, settlements, payouts, and merchant transactions efficiently. The company combines technology, compliance, and customer support to provide seamless financial services across multiple industries.

Primary Objectives

Generate high-quality leads through multiple sourcing channels. Validate and qualify leads based on customer requirements and business potential. Conduct personalized product demonstrations that effectively address customer pain points. Work closely with the sales team to convert qualified opportunities into customers. Maintain a healthy sales pipeline and ensure timely follow- ups. Build trust with prospects by providing solution-oriented consultations. Maintain accurate CRM records and sales reports. Achieve monthly and quarterly performance targets.

Job Description:

• The Pre-Sales Executive is responsible for identifying and qualifying prospective customers, sourcing and validating leads, understanding customer business requirements, conducting impactful product demonstrations, and supporting the sales team throughout the sales cycle.
• The role requires excellent communication, presentation, analytical, and consultative selling skills to generate qualified opportunities and contribute to revenue growth
• Source qualified leads through LinkedIn, company databases, referrals, websites, email campaigns, cold calling, networking events, digital platforms, and social media.
• Research target industries, organizations, and decision-makers.
• Identify new business opportunities and expand the prospect database.
• Generate a consistent pipeline of qualified prospects.
• Collaborate with Sales Managers during the sales cycle.
• Prepare presentations, proposals, quotations, and solution documents.
• Assist in RFP/RFI responses where applicable.
• Support commercial discussions by providing product expertise.
• Participate in customer meetings and negotiations as required.
• Maintain accurate records of leads, opportunities, and customer interactions.
• Track demo schedules, follow-ups, and conversions.
• Prepare daily, weekly, and monthly reports.
• Monitor pipeline progress and forecast opportunities.
• Ensure timely updates in the CRM system.

Experience Required :

• 3–4 years of experience in Pre-Sales, Business Development, Inside Sales, SaaS Sales, IT Sales, ERP/CRM Solutions, or Software Product Sales.
•  Hands-on experience in researching target accounts, identifying key decision-makers, and building a qualified sales pipeline.
• Ability to tailor product demonstrations according to customer industry, business requirements, and pain points.
•  Experience handling customer objections, answering functional queries, and coordinating with technical teams for complex product-related discussions.
•  Proven ability to nurture prospects through regular follow-ups and convert qualified leads into sales opportunities.
•  Experience maintaining accurate sales records, generating reports, tracking KPIs, and ensuring CRM data integrity.
•  Experience working in a target-driven environment with the ability to consistently meet or exceed individual and team KPIs.

Education Qualification:

Bachelor's degree in Business Administration, Marketing, Information Technology, Engineering, or a related field. MBA is preferred.

Key Performance Indicators:

•  Generate the assigned number of qualified leads every month.
•  Ensure a consistent flow of high-quality prospects from multiple sourcing channels.
•  Achieve monthly lead sourcing targets.
•  Maintain 95%+ lead validation accuracy.
•  Qualify leads using BANT or the organization's qualification framework.
•  Ensure only sales-ready leads are passed to the sales team.
•  Minimize unqualified lead handovers.
•  Complete follow-ups within the defined SLA.
•  Ensure no qualified lead remains unattended.
•  Maintain a high customer response rate through timely communication.
•  Maintain high customer satisfaction during the pre-sales process.
•  Address customer queries promptly and professionally.
•  Build strong relationships with prospects to improve engagement and trust.