Presales Consultant [LOS]

About LeadSquared: One of the fastest growing SaaS companies in the CRM space, LeadSquared empowers organizations with the power of automation. More than 1800+ customers with 2.50 lakhs users across the globe utilize the LeadSquared platform to automate their sales and marketing processes and run high velocity sales at scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru with a local presence in New Jersey, Philippines, South Africa, Australia, and Indonesia.

The Role: We are looking for a specialized PreSales Consultant for our Loan Origination System (LOS) who will work in close collaboration with the sales team to architect lending solutions and drive business closures across Banks, NBFCs, HFCs, Microfinance Institutions, and FinTech Lenders. This role is critical as it will directly impact sales, revenue, customer acquisition in the lending vertical, and customer satisfaction. The ideal candidate will possess deep understanding of end-to-end loan origination processes, credit evaluation workflows, regulatory compliance requirements, and lending ecosystem integrations

Key Responsibilities : Lending Solution Design & Demonstrations Present and demonstrate LeadSquared LOS capabilities including lead management, loan application processing, credit evaluation, document verification, sanction & disbursement workflows to all stakeholders at prospect/customer organizations Conduct comprehensive product demonstrations covering sourcing channels (DSA/connector management), customer onboarding (KYC/eKYC), credit decisioning (bureau integration, credit scoring), technical/legal verification, sanction processing, and disbursement management Showcase mobile applications for field agents, DSA partner portals, customer self-service portals, and branch user interfaces Demonstrate integration capabilities with CBS, LMS, payment gateways, credit bureaus, eSign, eNACH, and other lending ecosystem partners Proposal Development & RFP Response Create comprehensive solution documents and business proposals specifically for lending use cases across retail loans, MSME loans, affordable housing finance, vehicle finance, personal loans, and microfinance Respond to RFQs/RFPs from Banks, NBFCs, and financial institutions with detailed functional responses, system architecture diagrams, and integration approaches Develop quick proof-of-concepts showcasing specific lending workflows, custom credit policies, and automated decisioning rules Create effort estimation documents with implementation timelines for LOS deployments Lending Domain Expertise Gain thorough understanding of various loan products - Home Loans, LAP, Personal Loans, Business Loans, Vehicle Loans, Gold Loans, Education Loans, and Microfinance products Understand regulatory compliance requirements including RBI guidelines, Fair Practice Code, PMAY schemes, government subsidy integrations, and reporting requirements Stay updated on lending industry trends, digital lending guidelines, account aggregator framework, and emerging fintech innovations Understand credit evaluation methodologies, risk assessment frameworks, credit scoring models, and underwriting best practices

Integration & Technology Landscape Understand the software and technology ecosystem of lending institutions including CBS (Finacle, Flexcube, Bancs, etc.), LMS platforms, credit bureaus (CIBIL, Experian, Equifax, CRIF), payment systems, and eSign/eKYC providers Design optimal integration approaches for connecting LeadSquared LOS with core banking systems, third-party APIs, and lending ecosystem partners Create integration architecture diagrams, API mapping documents, and data flow specifications Assess technical feasibility of custom requirements and collaborate with product/technology teams for solution delivery

Stakeholder Collaboration Collaborate closely with Business Heads, CXOs, IT Heads, Credit Heads, Operations Heads, and Branch Managers at prospect organizations to understand their lending processes and pain points Work with sales team, product management, technology teams, delivery teams, and partner teams to create winning proposals Provide continuous feedback to product development teams on market requirements, competition features, and customer expectations in the lending space Engage with technology vendors, fintech partners, and third-party solution providers to drive innovations and create upsell/cross-sell opportunities Competitive Intelligence & Market Research Maintain comprehensive knowledge of LOS competition including Salesforce Financial Services Cloud, Newgen, FinnOne, CloudBankin, Lentra, Nucleus, and other regional players Understand competitive positioning, pricing models, and unique differentiators of LeadSquared LOS Provide market intelligence on emerging trends in digital lending, AI/ML in credit decisioning, and automation opportunities

Customer Success & Relationship Management Support implementation teams during customer onboarding with solution handover and knowledge transfer Build strong relationships with clients and continuously explore upsell opportunities for additional modules, integrations, or managed services Participate in knowledge sharing sessions and training programs for internal teams, partners, and DSA networks Become the go-to lending domain expert and trusted advisor for the sales team

Requirements : Education & Experience Engineering degree (preferably Computer Science) with MBA (Sales/Marketing/Finance) preferred 5-7 years of experience in PreSales role within lending/BFSI domain Prior experience with LOS platforms or lending software implementations would be highly preferred Experience in Banks, NBFCs, HFCs, or FinTech lending companies would be a strong advantage Excellent written and verbal communication skills in English and Hindi Outstanding presentation and demonstration skills with ability to engage CXO-level stakeholders Strong business acumen with commercial understanding and contract negotiation skills Excellent aptitude and analytical thinking for solving complex lending use cases Quick prototyping skills to create custom demos and proof-of-concepts Passionate about customer-facing roles and building long-term relationships Self-motivated with ability to work in fast-paced startup environment Excellent work ethics with collaborative team player mindset Lending Domain Knowledge (Essential) Strong understanding of end-to-end loan origination processes from lead capture to disbursement Knowledge of various loan products and their specific underwriting requirements Understanding of credit evaluation processes, risk assessment, and credit policies Awareness of regulatory compliance including RBI guidelines, KYC norms, and Fair Practice Code Familiarity with lending ecosystem including credit bureaus, CBS platforms, LMS solutions, and payment systems Technical & Solution Skills Knowledge of SaaS-based LOS platforms and cloud delivery models Understanding of API-based integrations, webhooks, and middleware platforms Knowledge of credit bureau integrations (CIBIL, Experian, Equifax) Familiarity with eSign, eKYC, Aadhaar-based authentication, and digital verification services Understanding of workflow automation, business rules engine, and credit decisioning automation Knowledge of AI/ML applications in lending (credit scoring, fraud detection, propensity modeling) would be a plus

Why Should You Apply? Fast-paced environment with exposure to leading Banks, NBFCs, and FinTech lenders Accelerated growth & rewards based on deal closures and revenue targets Easily approachable management with direct access to leadership Work with the best minds in lending technology and industry leaders Flexible work timings with hybrid working options Opportunity to become a lending domain expert and shape the future of digital lending in India