Source description
About the role
I. Customer Needs Discovery & Solution Design
Lead in-depth discovery sessions with prospective clients to thoroughly understand their business goals, data challenges, and technical requirements.
Translate complex business needs into functional CDP use cases and feature mappings, clearly demonstrating business value and return on investment.
Design customized solution architectures covering core CDP capabilities such as customer data flow, identity resolution, unified customer 360° views, audience segmentation, and omnichannel orchestration.
II. Technical Demonstrations & Presales Support
Prepare and deliver compelling, tailored product demonstrations that address specific client needs and industry scenarios.
Articulate high-level business value and deliver deep-dive technical presentations to diverse audiences, ranging from C-level executives to engineering teams.
Lead the technical response for RFIs, RFPs, and RFQs, ensuring accuracy, compliance, and competitiveness of all proposals.
Lead Proof of Concept (POC) projects, validating solution feasibility through measurable business outcomes.
III. Presales Project Management
End-to-End Presales Project Management: Own the entire presales project lifecycle, from requirements capture and solution design through to delivery handover.
Multi-Project Management: Simultaneously manage multiple client engagements at various stages, prioritizing based on deal value, strategic fit, and submission deadlines.
Cross-Functional Coordination: Work closely with delivery management teams to ensure that infrastructure and solutions are delivered on time, to specification, and within budget.
Bid & Proposal Management: Lead the entire bid process—from requirements breakdown and solution architecture to compliance review and final submission.
Handover Management: Ensure a seamless transition from the presales phase to the implementation and delivery teams.
IV. Cross-Functional Collaboration & Industry Insight
Partner closely with Product, Engineering, and Marketing teams to identify and share technical patterns and trends from clients and prospects, contributing to product strategy.
Provide enablement training on product knowledge, solutions, and use cases to the sales and presales teams.
Stay ahead of the latest trends in CDP, AI, and data engineering to maintain technical thought leadership.
More at CI&T
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