Presales Executive
Docterz
About Docterz
Docterz is a technology-enabled growth partner for medical professionals across India, designed to support diverse practices, workflows, and patient relationships. It focuses on long-term practice sustainability by strengthening operational efficiency, structured administration, and financial clarity. More than a traditional software product, Docterz serves as the operational backbone and digital extension of modern medical practices. By streamlining non-clinical tasks, it enables doctors to concentrate on delivering high-quality care and healing.
About the Role
The Presales Executive role at Docterz is a full-time, on-site position based in Mumbai. This role involves engaging with prospective clients to understand their practice needs, presenting tailored product demonstrations, and supporting the sales team in converting qualified leads.
Key Responsibilities
- Collaborate on proposals and RFP responses.
- Prepare solution-oriented presentations and documentation.
- Maintain accurate records of interactions in the CRM.
- Coordinate with internal teams to refine product messaging.
- Answer prospect queries.
- Ensure a smooth transition from presales to onboarding for new customers.
Qualifications
- Skills in Lead Generation and Sales to identify opportunities and support revenue growth.
- Strong Communication skills to present solutions, conduct product demos, and engage with stakeholders.
- Skills in Customer Service to address prospect concerns and build long-term relationships.
- Experience with RFP processes, proposal creation, and presales documentation.
- Bachelor’s degree in Business, Marketing, Technology, or a related field.
- Beneficial experience includes working with SaaS or healthcare technology products and familiarity with CRM tools.
- Demonstrated analytical thinking.
- Demonstrated presentation skills.
- Ability to collaborate with cross-functional teams.