Role and Responsibilities
- Conduct in-depth discussions with clients to understand their specific business processes, challenges, and automation needs across various domains
- Present and demonstrate the capabilities of the E42 platform to potential clients, showcasing how it can address their specific needs
- Analyze client requirements and design customized automation solutions for diverse business processes across different domains
- Develop and present solution proposals, including ROI analysis, cost-benefit analysis, and implementation roadmaps tailored to various industries
- Provide technical expertise and support to the sales team during the pre-sales process, ensuring accurate and effective communication of the platform’s capabilities
- Collaborate with product and engineering teams to ensure proposed solutions are feasible, scalable, and align with the platform’s functionalities
- Create detailed solution documentation, including functional and technical specifications, use cases, and business impact analysis
- Prepare and deliver high-quality proposals, presentations, and proof of concepts (POCs) to clients, customized for different verticals
- Gather and analyze feedback from clients and market trends to inform product enhancements and new feature development
- Stay updated on the latest trends and advancements in cognitive process automation and relevant industry-specific technologies
- Conduct training sessions for internal teams and clients on automation solutions and best practices
- Develop comprehensive training materials and user guides to facilitate knowledge transfer and user adoption
Skills and Experience Required:
- Good Understanding of Accounts Payable Process
- Broad knowledge of business processes in finance, and other functional areas.
- Good understanding of cognitive process automation technologies, including AI.
- Proficiency in designing and configuring automation workflows and integrating them with existing enterprise systems.
- Proven experience in presales roles, particularly in solutioning and presenting to clients in multiple industries.
- Strong skills in crafting compelling proposals, presentations, and POCs tailored to different verticals.
- Excellent verbal and written communication skills for engaging with clients and internal teams
- Ability to build strong relationships with clients, understanding their needs and expectations.
- Strong project management skills to handle multiple presales engagements simultaneously.
- Ability to coordinate with cross-functional teams and manage client expectations throughout the presales process.
- Willingness to continuously learn about new technologies, industry trends, and domain-specific requirements.
- Few years of experience in a presales or solutions engineering role, preferably with exposure to Finance Automation.
