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Job Description: Pre-Sales Specialist

Company: Clavis Technologies

Experience: 3-6 Years

Location: On-site

Role Type: Individual Contributor

 

About Clavis Technologies:

We are an AI-first product engineering firm building high-fidelity automation and digital platforms for global leaders in publishing, SaaS, government, and logistics firms. We transform complex information workflows into scalable digital products, helping enterprise clients eliminate manual drudge work and achieve operational autonomy through superior technical logic.

 

Role Overview:

As a Pre-Sales Specialist, you will act as a strategic bridge between sales, product, and client teams. You will be responsible for understanding client requirements, designing tailored solutions, and managing the end-to-end pre-sales process—from RFP analysis to solution presentations. This role requires a strong blend of technical expertise, business acumen, and stakeholder management to effectively position Clavis Technologies’ offerings and support successful deal closures.

 

Key Responsibilities:

  • Manage the complete pre-sales cycle, including RFIs, RFPs, and RFQs.
  • Prepare and submit bids/proposals, ensuring alignment with client requirements.
  • Track bid status and manage responses accordingly.
  • Evaluate global compliance and regulatory requirements to provide accurate responses.
  • Perform research to design descriptive solutions tailored to client needs.
  • Maintain the central pre-sales repository to ensure standard content is readily available.
  • Assist delivery and sales directors in pitches and proposals.
  • Prepare Business Requirement Documents (BRDs) and product-related documentation.
  • Draft scope of work documents with internal and external alignment.

 

What We’re Looking For:

  • Minimum 3+ years of experience in solution/consultative selling.
  • Hands-on experience managing the entire pre-sales cycle.
  • Proven experience in pre-sales of SaaS products, solutions, or systems.
  • Strong understanding of global compliance and regulatory frameworks.
  • Solid knowledge of the software development domain.

·      Excellent project management, liaison, and stakeholder management skills.

·      Exceptional communication and presentation abilities.

·      Strong cross-functional collaboration skills.

·      Ability to understand client requirements and craft customized pitches for prospective clients.

Qualifications & Certifications:

  • Bachelor’s degree in Computer Science, Information Technology, Engineering, or related field.
  • Master’s degree (MBA or equivalent) in Business Administration, Marketing, or Technology Management (preferred but not mandatory).
  • Certified Pre-Sales Consultant (CPSC) or equivalent industry-recognized credentials.