The Pre-Sales Consultant is responsible for supporting the Vertical Sales team in identifying opportunities and closing small to medium sized deals.

Objective/Purpose : 

Pre-Sales Consultant is responsible for supporting the sales team in winning the deal by generating opportunities and creating or putting together a solution for small to medium sized deals that addresses client requirements while ensuring Unifo's interests are met.

Solution Definition / Integration / Generation : 

- Works with service lines and domain consultants to create the solution for small to mid sized deals

- Probes the customer and asks relevant questions to get the necessary clarifications on requirements and conveys the same to the solution teams

- Works with SMEs to come up with specific product offerings based on market demand

- Makes a presentation of the solution to the client

Delivery Transition :

- Transitions the deal to the delivery team post successful conversion - explains the agreed scope and deliverables to the delivery team to ensure a seamless customer experience

- Participates in creation of handover plan and works with the delivery team during the handover period

RFP Management / Bid Management :

Project manages the entire bid process by preparing and deploying the bid plan

- Identifies the teams / experts to be reached out to for contributing to the bid

- Collaborates with multiple stakeholders for getting inputs as per plan

- Reviews progress as per the bid plan and takes corrective actions

- Integrates / assembles the response as per inputs received and ensures that response gets submitted as per timeline.

Contract and Compliance Management : 

- Works with multiple internal teams and client representatives to create acceptable terms as part of NDA, SOW, MSA etc.

- Ensures legal, environment and other compliance as applicable in collaboration with the Legal, and other support teams

Commercial Architecting / Estimation : 

- Works in collaboration with the BFMs to determine the deal margins

- Coordinates with the different Service Lines and Delivery teams for the commercial estimates

Customer Management

Standardizes processes for customer visits

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