Pre Sales Advisor

About TPIPAY Financial Technology Private Limited

TPIPAY Financial Technology Private Limited, founded in 2024 and based in Bhubaneswar, Odisha, is an emerging fintech enterprise that develops secure and innovative digital payment solutions tailored for businesses throughout India. The company specializes in simplifying financial processes via advanced fintech products and comprehensive enterprise payment services, facilitating efficient management of collections, settlements, payouts, and merchant transactions across diverse industries. By integrating technology, regulatory compliance, and supportive customer service, TPIPAY delivers seamless financial services to its clients.

Primary Responsibilities

• Generate high-quality prospective customer leads from multiple channels including digital platforms, referrals, and events.
• Conduct thorough validation and qualification of leads aligning with client needs and business potential.
• Deliver customized product demonstrations addressing specific client pain points effectively.
• Collaborate closely with sales teams to transition qualified leads into confirmed customers.
• Maintain a healthy and active sales pipeline ensuring prompt follow-ups with prospects.
• Build and sustain trust with potential clients by offering consultative, solution-focused guidance.
• Ensure precise and up-to-date CRM entries and prepare detailed sales reports.
• Meet or exceed monthly and quarterly sales and lead generation targets.

Job Overview

The Pre-Sales Advisor plays a crucial role in sourcing and qualifying leads, understanding customer business requirements, and showcasing relevant product solutions to support the sales process. This position demands strong communication, presentation, and consultative selling skills to foster revenue growth and expand the customer base.

Detailed Responsibilities

• Identify and source qualified leads through platforms like LinkedIn, company databases, email campaigns, and networking events.
• Conduct research on targeted industries, companies, and decision-makers to uncover new business opportunities.
• Build and maintain a robust pipeline of qualified prospects.
• Work alongside Sales Managers throughout the sales cycle to facilitate deal closure.
• Prepare and deliver presentations, proposals, quotations, and solution documents tailored to client requirements.
• Assist in responding to RFPs and RFIs when applicable.
• Provide product expertise to support commercial negotiations and discussions.
• Participate in client meetings and negotiate terms as necessary.
• Keep accurate records of all leads, opportunities, and interactions within the CRM system, tracking demo schedules, follow-ups, and conversions.
• Prepare periodic sales reports and forecast pipeline opportunities.
• Ensure CRM system is updated promptly to reflect current status and progress.

Experience Requirements

• Between three to four years in Pre-Sales, Business Development, Inside Sales, SaaS Sales, IT Sales, ERP/CRM solutions, or software product sales.
• Practical experience researching accounts, identifying key decision-makers, and cultivating a qualified sales pipeline.
• Capability to customize product demos aligned with client industry specifics and challenges.
• Ability to manage customer objections, respond to functional queries, and coordinate with technical teams for complex discussions.
• Demonstrated success in nurturing prospects via consistent follow-ups leading to sales conversions.
• Experience maintaining accurate sales documentation, reporting KPIs, and enforcing data integrity in CRM systems.
• Proven track record of operating successfully in target-driven environments, consistently achieving assigned KPIs.

Educational Qualifications

Bachelor’s degree in Business Administration, Marketing, Information Technology, Engineering, or related disciplines is required. A Master of Business Administration (MBA) degree is preferred.

Performance Metrics

• Achieve assigned monthly quotas for qualified lead generation.
• Ensure a steady influx of high-quality leads sourced from various channels.
• Maintain lead validation accuracy at 95% or above.
• Qualify leads using BANT or other organizational qualification frameworks.
• Guarantee only sales-ready leads reach the sales team, minimizing unqualified lead handovers.
• Adhere to defined service level agreements (SLAs) for follow-up completion.
• Ensure timely responses to all qualified leads without any neglect.
• Maintain a high customer engagement and satisfaction throughout the pre-sales process.
• Address all customer queries promptly and professionally to build trust and long-term relationships.