Pre-Sales Executive

Overview

A Pre-Sales Executive acts as a vital link between potential clients and the sales team, ensuring that solutions are tailored to client needs and that only qualified leads progress through the sales pipeline. This role involves engaging with prospective clients, understanding their business and financial requirements, conducting market research, and preparing customised proposals and presentations that highlight the value of the company’s offerings.

Key Responsibilities

Understand client requirements in Commercial Real Estate, Connected Factory and Data Centres and prepare optimal technical solutions aligned with business objectives. – Leverage a working knowledge of electrical and mechanical (HVAC — both high side and low side) systems to support solution design that meets client and company goals. – Collaborate closely with product, engineering, sales, operations, and delivery teams to ensure solutions are practical and can be smoothly implemented. – Ensure all proposed solutions meet company standards and exceed customer expectations. – Stay updated with the latest trends and advancements in electrical systems and HVAC technologies. – Support the sales team by delivering product demonstrations, preparing technical documents, and assisting with solution design and proposals. – Provide high-quality technical advice to establish and maintain customer trust. – Coordinate with internal teams to deliver pre-sales tasks and projects on time. – Work with all stakeholders to meet deadlines and ensure customer satisfaction. – Act as a bridge between product and commercial teams, assisting with RFP/RFQ responses and presenting tailored solutions. – Includes the Site visits and Virtual Site Surveys

Proposal and Deal Support

• Assist in producing SoWs, solution architecture inputs, BoMs/sizing, integration architecture diagrams, and pricing inputs for the sales team, under guidance from senior presales team members.
• Support the sales team with technical walkthroughs of proposed solutions for clients across the sales cycle, alongside senior presales team members.
• Support RFI/RFP responses, compliance matrices, and technical due diligence under the direction of the Presales Lead.

Integrations and Data

• Develop a working understanding of existing monitoring tools and support integration requirements with EMS/BMS/SCADA/MES/ERP/CMMS, historians (e.g. PI, Ignition), and common protocols including OPC UA, Modbus/TCP, BACnet, MQTT, and API integration, with guidance from senior team members.
• Collaborate with the product/data science team to align use cases: anomaly detection, predictive maintenance, and energy baseline modelling/M&V.

Hardware and Sensor

• Working with client and understanding the exact requirement on the ground for new products and integration by understanding the gaps on the site.
• Gain hands-on exposure to solutioning Control Solutions on HVAC high side and low side, working alongside senior presales team members.