Presales Banking/Insurance

Overview

We are looking for an experienced RPA presales professional to lead automation solution efforts and support sales teams in developing winning proposals. In this role, you will create proof-of-concepts, evaluate client processes, and collaborate with stakeholders to deliver intelligent automation solutions using RPA and related technologies.

Key Responsibilities

• Serve as the primary contact for all RPA deals.
• Lead and manage Proof-of-Concepts (PoCs) with delivery support.
• Train and guide presales activities in related domains.
• Collaborate with local and global sales and account teams to develop compelling propositions.
• Lead the bid management team to ensure timely delivery and effective customer coordination.
• Create impactful PoCs and promote RPA automation tools to prospects and customers.
• Support sales teams with proposals, pitches, and new business opportunities.
• Develop technical solutions for intelligent automation, including white papers and proposals.
• Analyze customer requirements from RFIs and RFPs.
• Coordinate with internal and external stakeholders to obtain approvals and finalize solutions.
• Evaluate client processes and recommend suitable solutions such as RPA, OCR, AI/ML, and analytics.
• Participate in client interactions to design tailored RPA solutions.
• Maintain and update an RPA use-case repository.

Requirements

• 8 to 12 years of relevant experience.
• At least 10 years of experience in an RPA presales role or equivalent focused presales work.
• Proven ability to work across multiple technology stacks and quickly adopt new technology trends.
• Strong understanding of features and functionalities of at least one leading hyper-automation platform (e.g., Automation Anywhere, UiPath, Blue Prism, Microsoft Power Automate, Antworks, Workfusion).
• Experience evaluating client processes and proposing solutions involving RPA, OCR, AI/ML, and analytics.
• Ability to lead bid management efforts and coordinate with diverse stakeholders.
• Excellent communication and presentation skills for client interactions, proposals, and white papers.