Power BI Presales Consultant

Designation: Power BI Presales Consultant

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Mandatory Expectations:

• Strong client communication and stakeholder management skills
• Proven experience in requirement gathering and documentation
• Experience in drafting client proposals and solution decks
• Ability to understand and interpret business needs and translate them into functional requirements
• Experience in conducting client workshops and technical discussions
• Strong presentation skills using business data
• Collaborative mindset to work closely with internal sales and delivery teams
• Proactive attitude with the ability to own and drive presales engagements from discovery to closure

Preferred Expectations:

• Proficiency in Power BI including Power Query, DAX, Power BI Service, and Dataflows
• Experience with data modeling, ETL processes, and data visualization best practices
• Familiarity with Microsoft Azure data services (e.g., Azure Data Factory, Synapse Analytics)
• Knowledge of scripting languages like SQL, Python, or R • Exposure to other BI platforms such as Tableau, QlikView, or Looker
• Microsoft certification in Power BI or related technologies
• Experience working with industry-specific analytics solutions (e.g., finance, retail, healthcare)
• Background in preparing RFP/RFI responses and technical solutioning documents

Job Specific:

• Act as a key presales consultant for Power BI opportunities, supporting the sales lifecycle from discovery to proposal submission
• Collaborate with clients to understand their analytical requirements, use cases, and data maturity
• Conduct discovery sessions, technical workshops, and whiteboarding exercises to define the solution scope
• Create solution architecture, functional design documents, and visual demos tailored to client needs
• Develop and present Proof of Concepts (PoCs) to demonstrate Power BI capabilities and validate use cases
• Partner with sales, product, and technical teams to define the go-to-market strategy and solution positioning
• Draft technical proposals, estimation models, and effort breakdowns in alignment with client expectations
• Contribute to building reusable collateral, templates, and accelerators to streamline presales processes
• Stay updated with the latest trends, features, and best practices within Power BI and the broader Microsoft data ecosystem