Presales Technical Consultant / Solution Architect (CDP Focus)

Key Responsibilities

I. Customer Needs Discovery & Solution Design

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Lead in-depth discovery sessions with prospective clients to thoroughly understand their business goals, data challenges, and technical requirements.

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Translate complex business needs into functional CDP use cases and feature mappings, clearly demonstrating business value and return on investment.

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Design customized solution architectures covering core CDP capabilities such as customer data flow, identity resolution, unified customer 360° views, audience segmentation, and omnichannel orchestration.

II. Technical Demonstrations & Presales Support

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Prepare and deliver compelling, tailored product demonstrations that address specific client needs and industry scenarios.

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Articulate high-level business value and deliver deep-dive technical presentations to diverse audiences, ranging from C-level executives to engineering teams.

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Lead the technical response for RFIs, RFPs, and RFQs, ensuring accuracy, compliance, and competitiveness of all proposals.

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Lead Proof of Concept (POC) projects, validating solution feasibility through measurable business outcomes.

III. Presales Project Management

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End-to-End Presales Project Management: Own the entire presales project lifecycle, from requirements capture and solution design through to delivery handover.

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Multi-Project Management: Simultaneously manage multiple client engagements at various stages, prioritizing based on deal value, strategic fit, and submission deadlines.

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Cross-Functional Coordination: Work closely with delivery management teams to ensure that infrastructure and solutions are delivered on time, to specification, and within budget.

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Bid & Proposal Management: Lead the entire bid process—from requirements breakdown and solution architecture to compliance review and final submission.

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Handover Management: Ensure a seamless transition from the presales phase to the implementation and delivery teams.

IV. Cross-Functional Collaboration & Industry Insight

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Partner closely with Product, Engineering, and Marketing teams to identify and share technical patterns and trends from clients and prospects, contributing to product strategy.

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Provide enablement training on product knowledge, solutions, and use cases to the sales and presales teams.

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Stay ahead of the latest trends in CDP, AI, and data engineering to maintain technical thought leadership.

Required Qualifications

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• Education: Bachelor's degree or above in Computer Science, Engineering, Information Technology, or a related field.
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Work Experience

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• 6+ years of progressive presales experience, including experience architecting complex solutions.
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• 2+ years of hands-on experience with CDP and/or MarTech platforms—encompassing data engineering, data modeling, and/or cloud data warehousing.
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Technical Skills

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• Deep understanding of customer data architecture, data modeling, and data governance.
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• Familiarity with API integrations, webhooks, and modern data stack components.
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• Understanding of identity resolution and customer data management principles.
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Project Management Skills

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• Proven experience in project management during the presales phase, including the complete cycle from requirements capture and solution design to delivery.
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• Proven ability to manage multiple projects simultaneously and prioritize effectively.
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• Familiarity with RFP/RFI/RFQ response processes and bid management.
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Communication & Influence

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• Exceptional verbal and written communication skills, with the ability to drive deal strategy through compelling storytelling.
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• Confident in influencing and engaging with senior stakeholders, including C-level executives.
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• Ability to articulate technical concepts clearly to both technical and non-technical audiences.

Preferred Qualifications

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• Hands-on experience with CDP platforms (e.g., Microsoft Fabric or Databricks)
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• Familiarity with data privacy regulations (GDPR, CCPA) and compliance frameworks.
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• Experience working in an overlay or specialist presales capacity.
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• MBA or advanced technical degree.
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• Relevant technical certifications (e.g., AWS, Azure, Databricks or equivalent).