Pre-Sales Professional

Job Summary:

We are seeking an experienced Pre-Sales Professional with 8+ years of experience in driving technical solutioning, enterprise client engagement, and SaaS-based product demonstrations. This role is critical in bridging customer requirements and AI-powered document automation capabilities, ensuring proposed solutions are scalable, secure, and aligned with complex business workflows.

You will work closely with Sales, Product, and Engineering teams to design compelling solutions, conduct technical discovery sessions, deliver product demonstrations, and support deal closures with strong functional and technical expertise.

Key Responsibilities

Solution Design & Workflow Consulting

• Understand client business processes, particularly document-heavy and compliance-driven workflows
• Communicate requirements into scalable solution architectures leveraging AI-based data extraction and automation capabilities
• Collaborate with Product and Engineering teams to validate feasibility

Client Engagement & Product Demonstrations

• Lead discovery sessions and requirement workshops with enterprise clients
• Deliver impactful product demonstrations tailored to specific commodity business use cases
• Conduct Proof-of-Concepts (POCs) and pilot engagements

Proposal & RFP Management

• Respond to RFPs, RFIs, and enterprise questionnaires with detailed technical inputs
• Prepare solution decks, scope documents, and integration architecture overviews
• Support security and compliance-related documentation requests
• Work with internal stakeholders to ensure accurate scoping and timelines

Sales Support & Strategic Positioning

• Partner with Sales to develop account-level solution strategies
• Support pricing discussions and technical negotiations
• Identify expansion, upsell, and cross-functional automation opportunities
• Help articulate ROI and business value to decision-makers

Integration & Technical Alignment

• Define API integration approaches with client systems (ERP, CRM, Document Management Systems, etc.)
• Support discussions around data security, compliance, and deployment models
• Ensure seamless handover from pre-sales to implementation teams

Market & Product Feedback

• Stay updated on AI, automation, and document processing trends
• Provide structured feedback to Product teams based on client conversations
• Contribute to positioning, messaging, and go-to-market initiatives

Technical Requirements

Must-Have Skills

• 8+ years of experience in Pre-Sales / Solution Consulting / Technical Sales in SaaS environments
• Strong understanding of physical commodity trading workflows (front-to-back lifecycle including trade capture, scheduling, logistics, risk, settlement, and invoicing)
• Experience working with or supporting CTRMS/ETRMS platforms
• Strong understanding of enterprise SaaS platforms and workflow automation solutions
• Experience working with AI-driven products, document processing systems, or compliance-focused platforms (preferred)
• Ability to conduct deep requirement discovery and solution workshops
• Excellent presentation and demonstration skills

Preferred Qualifications

• Experience in B2B SaaS serving operations, compliance, legal, or finance teams
• Exposure to AI/ML-based automation platforms
• Prior hands-on technical experience (Engineering / Architecture / Implementation)
• Experience engaging with global enterprise clients

Soft Skills

• Excellent communication and storytelling ability
• Strong consultative approach with business acumen
• Ability to influence senior stakeholders and decision-makers
• Ability to operate in fast-paced, high-growth environments
• Ownership mindset with strong cross-functional collaboration

About Aumni Techworks:

Aumni Techworks, established in 2016, is a Software Services Company that partners with Product companies to build and manage their dedicated teams in India. So, while you are working for a services company, you are working within a product team and growing with them. We do not take projects, and we have long term (open ended) contracts with our clients. When our clients sign up with us, they are looking at a multi-year relationship. For e.g. Some of the clients we signed up 8 or 6 years, are still with us. We do not move people across client teams and there is no concept of bench. At Aumni, we believe in quality work, and we truly believe that Indian talent is at par with someone in NY, London or Germany. 300+ and growing.

Benefits of working at Aumni Techworks:   

• Our award-winning culture reminds us of our engineering days. 

• Medical insurance (including Parents), Life and Disability insurance 

• 24 leaves + 10 public holidays + leaves for Hospitalization, maternity, paternity and bereavement. 

• On site Gym, TT, Carrom, Foosball and Pool table 

• Hybrid work culture 

• Fitness group / rewards 

• Friday Socials, Annual parties, treks