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Technical Pre-Sales Lead

Skills
BridgingBusinessEnablementFinancial ServicesMicrosoft Power PlatformPresalesPresentations
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 7+ years in consulting pre-sales solution architecture or senior client-facing technical roles within Automation AI or Digital Transformation
  • Experience leading enterprise pre-sales engagements including RFP responses solution workshops and executive presentations
  • Deep familiarity with intelligent automation including RPA Agentic AI IDP Process Mining and application development
  • Ability to translate technical capabilities into clear business narratives for executive and non-technical audiences
  • Proven track record of trusted-advisor relationships with senior stakeholders
  • Experience defining automation business cases and ROI models
  • Excellent communication storytelling and presentation skills
  • Strong commercial acumen balancing technical solutioning with scope risk and margin
  • Hands-on experience designing and delivering Proofs of Concept and tailored demonstrations
  • Experience developing enablement content and delivering training or coaching
  • Practical understanding of enterprise automation platforms especially UiPath and Microsoft Power Platform
  • Familiarity with APIs REST SOAP cloud infrastructure and enterprise architecture concepts
  • Ability to engage credibly with client architects IT leads and delivery teams
  • Experience with agentic AI frameworks LLM integration or Generative AI use case definition
  • Prior experience in Financial Services Healthcare Manufacturing Retail or Life Sciences
  • Experience building or scaling pre-sales practices asset development and methodology design

Nice to have

  • Commercially minded
  • Client-facing
  • Strategic thinker
  • Collaborative
  • Executive presence
  • Innovative
  • Storytelling ability

Day to day

  • Lead client discovery sessions workshops and executive briefings to uncover automation needs and shape tailored solutions
  • Translate complex enterprise requirements into practical scalable automation architectures and compelling business outcomes
  • Design build and deliver demos Proof of Concepts and proposal materials that showcase Agentic AI RPA IDP and related capabilities
  • Collaborate closely with sales delivery architects and solution teams to support opportunity qualification win strategy and commercial closure