Pre Sales Business Analyst

Role Description:

Unified Infotech is looking for an experienced Pre-Sales Manager

with a strong foundation in Business Analysis (BA) to take on a hybrid role that

combines 75% BA responsibilities with 25% managing the presales proposal

preparation process. As a Pre-Sales Manager, your key responsibilities will include

collaborating closely with clients, technical teams, and internal stakeholders to define

requirements, draft proposals, and manage pre-sales activities while ensuring quality

product delivery from the functional side. You will drive the end-to-end process of

capturing business requirements, preparing technical solutions, and leading the

proposal preparation for prospective clients.

This role is ideal for someone who enjoys both technical analysis and client-facing

pre-sales activities. You will be a vital part of a dynamic team, helping to identify new

business opportunities and ensuring that our solutions meet the needs of diverse

industries.

Key Responsibilities:

1. Pre-Sales Management:

• Oversee and drive end-to-end presales activities, including

coordinating with internal teams to create and deliver proposal

documents (RFI/RFP/RFQ).

• Manage and facilitate discussions with clients to gather requirements,

analyze business needs, and create solutions that align with both

technical and business goals.

• Collaborate with the sales team to ensure that client expectations and

deadlines are met, while also aligning internal technical resources for

accurate estimation and planning.

• Review and refine proposal documentation, ensuring alignment with

client requirements and company capabilities.

• Manage the creation and validation of Proof of Concepts (POCs) as

needed to demonstrate the feasibility of solutions.

• Support sales managers with project planning, status reporting, and

tracking of proposals.

2. Business Analysis (BA):

• Independently gather and analyze business requirements, working

closely with business owners and subject matter experts to translate

those needs into functional specifications and technical requirements.

• Define features, scope, and user flows for applications, and document

requirements clearly for technical teams.

• Perform gap analysis and document discrepancies between current

capabilities and business needs.

• Ensure that the proposed solution addresses all business needs,

usability, performance, and feasibility concerns.

• Maintain and update business descriptions, such as Epic Mapping,

user flows, and relevant documentation.

• Conduct research on business needs, industries, and market fit to

support proposal development.

• Create wireframes and other supporting materials as needed to

communicate user requirements effectively. 3. Collaboration and Stakeholder Management:

• Act as a liaison between clients, business units, and technology teams

to ensure a smooth flow of information and alignment on project goals.

• Organize and facilitate pre-sales meetings and workshops with clients,

gathering input and feedback to refine requirements.

• Ensure the creation and management of high-quality, detailed

documentation, including functional specifications, user stories, and

other relevant artifacts.

• Lead internal meetings to review proposals, validate requirements, and

confirm solutions.

4. Project Estimation and Validation:

• Lead the estimation process for presales opportunities, collaborating

with technical teams to define timeframes, resources, and costs.

• Coordinate with relevant stakeholders for approvals of proposals and

estimations.

• Ensure that the requirements captured during pre-sales are validated

during the development phase.

Desired Experience:

1. 6+ years of experience as a Pre-Sales Business Analyst or Solution

Consultant for web and mobile IT products.

2. Extensive experience in Pre-Sales management, including leading proposal

preparation and managing client relationships during the pre-sales process.

3. Strong analytical skills with the ability to interpret business needs and

translate them into clear functional and technical requirements.

4. Proficiency in managing multiple stakeholders and coordinating cross-

functional teams to deliver quality solutions on time.

5. Proven ability to communicate effectively with clients, both technically and

non-technically. 6. Excellent verbal and written communication, presentation, and collaboration

skills.

7. Knowledge of various industries and an openness to researching and

adapting to new markets.

8. Familiarity with tools like Confluence, JIRA, Visio, Excel, Word, and PPT for

documentation and presentation purposes.

Job Requirements:

• Strong understanding of how to create business cases and estimates for

presales opportunities, including writing and presenting proposals.

• Ability to manage multiple presales opportunities simultaneously while

ensuring that each clients needs are met.

• Analytical and highly organized, with excellent verbal and written

communication abilities.

• Experience with wireframing, user flow documentation, and other tools to

support BA activities.

• Ability to drive consensus between clients, business units, and technical

teams, ensuring a shared understanding of project requirements.