Presales Specialist - CRM

Key Responsibilities:

- Conduct discovery calls to understand client needs, identify pain points, and establish requirements.

- Collaborate with the Sales team to develop tailored proposals, solutions, and tool recommendations, with a deep understanding of client problem statements.

- Address and resolve client inquiries, providing swift and effective solutions.

- Facilitate partnerships with Independent Software Vendors (ISVs) by ensuring the team completes necessary training and certifications.

- Maintain data accuracy and discipline for all sales support and partnership-related tasks.

- Provide targeted training sessions to the Sales and Customer Success (CS) teams, enhancing their product and solution knowledge.

- Build in-depth expertise of category-specific tools available in Wyzard's Marketplace.

- Analyze the competitive landscape and advise Category Managers on valuable tools to consider for Wyzard's Marketplace.

Skills:

- Strong Communication and Interpersonal Skills

- Essential for running effective discovery calls, addressing client queries, and collaborating with both the sales team and external ISV partners.

- Sales Solutions and Support Skills

- Experience in supporting sales teams by crafting proposals, recommending tools, and providing solutions based on an understanding of client problem statements.

- Analytical and Problem-Solving Skills

- Ability to quickly understand client needs, identify potential solutions, and address queries effectively and efficiently.

- Partnership Management and Collaboration Skills

- Skilled in working with ISVs and partners, managing ongoing relationships, and coordinating training and certification requirements for internal teams.

- Organizational and Data Management Skills

- A detail-oriented approach to maintaining data discipline, accurately tracking and documenting interactions, proposals, and certification completions.

Education : Bachelor's degree in Engineering.

Experience : 4 years in Customer facing role - Solutioning CRM