Pre-Sales Consultant (ERPNext / ERP Solutions)

About Us

We are a growing ERP consulting company specializing in ERPNext and Frappe-based business solutions. We work closely with SMEs and mid-sized enterprices to streamline operations through well-structured ERP implementations.

We are looking for a techno-commercial pre-sales professional who can bridge business needs and ERP solutions someone who understands processes, communicates clearly, and supports high-quality deal closure.

Role Overview

As a Pre-Sales Consultant, you will work closely with the CEO and delivery team to manage early-stage sales conversations, conduct requirement discovery, design ERP solutions, and prepare proposals and scopes of work.

This is not a cold-calling role. It is a consultative, solution-oriented position focused on quality deals and long-term client success.

Key Responsibilities

Sales & Discovery

Conduct discovery calls with prospects to understand business processes and pain points

Qualify leads based on fit, budget, urgency, and implementation feasibility

Translate client requirements into ERPNext-based solution approaches

Support product demos, walkthroughs, and solution explanations

Pre-Sales & Documentation

Prepare detailed proposals, SOWs, and effort estimates

Define implementation scope, assumptions, exclusions, and timelines

Collaborate with the delivery team to validate feasibility and effort

Ensure clean handover from sales to implementation (no scope gaps)

Commercial Support

Assist in pricing discussions, cost structuring, and margin protection

Support negotiation with clients alongside the CEO

Track opportunities and maintain basic CRM hygiene

Required Skills & Experience

Must Have

1–3 years experience in ERP / SaaS / IT services pre-sales or consulting

Strong understanding of business processes (Finance, Sales, Purchase, Inventory, Manufacturing, HR, etc.)

Experience creating proposals, SOWs, or functional documents

Excellent communication and stakeholder-handling skills

Ability to think both technically and commercially

Good to Have

Hands-on exposure to ERPNext, Frappe, Odoo, SAP B1, or similar ERPs

Prior experience working with SMEs or mid-market clients

Basic understanding of implementation project lifecycle

MBA or functional consulting background (optional)

What We Are NOT Looking For

Pure cold-callers or lead-generation profiles

Freshers without ERP or consulting exposure

Aggressive “close-at-any-cost” sales mindset

Candidates uncomfortable with documentation and structure