Assistant Vice President/Senior Manager/Manager - Presales - Insurance

Our Purpose

The Pre-Sales Consultant plays a critical role in driving business growth by aligning customer needs with tailored solutions across BPM and technology services. This role combines technical acumen, business process understanding, and consultative selling to support the sales cycle from initial engagement to deal closure. The ideal candidate will be a strategic thinker with hands-on experience in solutioning, proposal development, and client engagement.

Key Responsibilities:

• Collaborate with the BD/CP, solutioning, and delivery teams to develop customized proposals, RFP/RFI responses, pitch decks, and capabilities presentations.
• Conduct research on client organizations, competitors, industry trends, and insurance technology to support deal shaping and solution design.
• Work with BD/CP, Delivery and Solutions teams to anchor client visits across all locations
• Build and maintain reusable content libraries (e.g., case studies, solution components, pricing models).
• Collaborate with the marketing team to develop RFI responses for industry analyst research initiatives.
• Lead the initial deal qualification process by collecting key inputs and scheduling qualification discussions with internal teams.
• Participate in client calls and workshops to document requirements and assist in solution creation.

Desired Skills & Experience:

• 12+ years of experience in pre-sales, business analysis, or consulting, preferably in the insurance or financial services industry.
• Strong understanding of P&C (Property & Casualty) insurance domain is highly preferred.
• Excellent written and verbal communication skills; ability to write compelling proposals and value propositions.
• Proficiency in MS PowerPoint, Excel, and Word and Visio; knowledge of tools like Miro, Canva, or Visio is a plus.
• Analytical thinking, attention to detail, and ability to synthesize information into structured outputs.
• Exposure to technology-enabled services, digital transformation, or insurtech solutions is a plus