Pre-Sales Manager - BPMS
- SBL Knowledge Services
- 5 - 10 years
- Bengaluru
- 5 months ago
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Job Description
Job Title: Pre-Sales Manager BPMS (Insurance, Mortgage, Healthcare & Real Estate)
Location: Bangalore
Experience: 5+ years in Pre-Sales, Business Analysis, or Solution Consulting in a reputed BPO
Reports to: Head of Sales / Head of Operations
Job Type: Full-time
Job Summary:
We are looking for a dynamic and experienced Pre-Sales Manager with strong domain knowledge in BPMS solutions and deep understanding of business processes across Insurance, Mortgage, Healthcare (AR/AP), and Real Estate industries. The ideal candidate will drive pre-sales activities, create impactful sales collaterals and RFP responses, and support business development through lead identification and technical consultation.
Key Responsibilities:
Pre-Sales & Solutioning
- Work closely with Sales and Product teams to understand client requirements and propose tailored BPMS solutions.
- Conduct deep-dive workshops and discovery sessions to map client pain points to technical features.
- Design, present, and demonstrate BPMS capabilities aligned with client business goals.
Collateral & Documentation
- Create compelling sales and marketing collaterals including presentations, solution briefs, whitepapers, and case studies.
- Prepare high-quality responses for RFPs, RFIs, and RFQs, ensuring alignment with client needs and company capabilities.
- Maintain a library of reusable pre-sales assets and templates.
Lead Generation & Market Intelligence
- Collaborate with marketing and sales teams to identify and qualify leads in the targeted verticals.
- Research industry trends, competitor offerings, and emerging technologies to refine value propositions.
- Participate in industry forums, webinars, and networking events to build brand presence and pipeline.
Stakeholder Engagement
- Act as a bridge between Sales, Delivery, and Product teams to ensure successful handover and project alignment.
- Provide feedback to the product team on customer expectations and feature requests.
Key Skills & Qualifications:
Mandatory Skills
- Strong experience in BPMS platforms (e.g., Appian, Pega, Nintex, Camunda, Bizagi, etc.)
- Solid understanding of processes across:
- Insurance: Claims processing, underwriting, policy management
- Mortgage: Loan origination, servicing, compliance
- Healthcare (AR/AP): Medical billing, payment posting, collections
- Real Estate: Lease management, property onboarding, tenant management
- Proven ability to write winning RFP/RFI responses and technical proposals
- Experience in creating impactful sales collaterals and client presentations
- Excellent communication, interpersonal, and stakeholder management skills
Preferred Qualifications
- Bachelors degree in Business, Technology, or related field (MBA preferred)
- Certification in any BPMS platform or project management methodologies is a plus
- Experience working in agile environments or with SaaS solutions
Success Metrics:
- Number of qualified opportunities supported with pre-sales materials
- Conversion rate of leads to closed deals
- Quality and timeliness of RFP responses
- Stakeholder satisfaction (sales, delivery, and clients)
- Contribution to new revenue through technical expertise and consultative approach
Job Classification
Industry: BPM / BPOFunctional Area / Department: Sales & Business DevelopmentRole Category: BD / Pre SalesRole: Pre Sales ConsultantEmployement Type: Full timeContact Details:
Company: SBL Knowledge ServicesLocation(s): Bengaluru
Keyskills: Business Process Management Health Care Services Pre sales
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SBL Knowledge Services
SBL is an IT and Business Process Management (BPM) company that offers smart solutions to organizations across geographies and industry verticals and empowers them to respond quickly to changing market dynamics. We offer a range of customized services and solutions that allow our customers to red...
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