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Pre-Sales - Associate Director

at Falcon

Mumbai, India Manager Posted 2026-01-15

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About this role

Who are we?  Falcon a Series-A funded cloud-native, AI-first banking technology & processing platform that helps banks, NBFCs, and PPIs quickly and affordably launch next-gen financial products, such as credit card, credit line on UPI, prepaid card, fixed deposits, and loans. Since our 2022 launch, we’ve processed USD 1 .5Bn+ in transactions, signed on 12 of India's top financial institutions, & clocked USD 15 Mn+ in revenue. Our company is backed by marquee investors from around the world, including heavyweight investors from Japan, USA, as well as leading Indian ventures and banks. For more details, please visit https://falconfs.com/   Job Summary: Role Overview We are seeking a Solution & Pre-Sales Specialist with proven experience in the fintech, cards, UPI & lending domain to support business development and sales initiatives. The role requires close collaboration with Sales, Product, Technology, and Operations teams to design, position, and present effective fintech & solutions to prospective and existing clients. The ideal candidate will possess a strong understanding of fintech products esp. Credit Cards, Prepaid Cards, UPI, lending along with platforms and integrations, will be comfortable engaging with client stakeholders across business and technical functions. Key Responsibilities Pre-Sales & Solution Design · Collaborate with sales teams to understand client requirements and translate them into well-structured solution proposals · Design and present end-to-end solutions aligned with client needs and product capabilities · Conduct product demonstrations, solution walkthroughs, and proofs-of-concept (POCs) · Prepare and respond to RFPs, RFIs, and client questionnaires in a timely and accurate manner. Client Interaction & Support · Act as a subject matter expert during client discussions, explaining product features, workflows, integrations, and technical considerations · Address client queries related to APIs, integrations, security, compliance, scalability, and implementation · Support sales teams throughout the deal lifecycle until handover to implementation, Internal Collaboration · Work closely with Product and Technology teams to ensure solution feasibility and alignment with the roadmap · Provide structured feedback from client interactions to inform product enhancements · Coordinate with Operations and Compliance teams where required, Documentation & Enablement · Develop and maintain solution documentation, presentations, flow diagrams, and process notes · Create and manage reusable pre-sales assets such as pitch decks, case studies, and FAQs · Support sales enablement and internal knowledge-sharing initiatives · Manage Sales MIS, which includes pipeline management, throughput MIS, revenue, ARPA, etc.  · Work with the founder's office and Chief of Staff to understand the overall organisation goals and translate effectively to the sales team. Required Qualifications & Skills: Professional Experience ·  5–10 years of experience in solution consulting, pre-sales, business analysis, or related roles within the fintech industry ·  Hands-on exposure to fintech domains such as payments, cards,UPI, lending, wallets, banking platforms, or financial APIs across Indian and global clients. Technical & Functional Skills · Strong understanding of fintech platforms, APIs, integrations, and digital financial workflows · Ability to translate business requirements into structured technical and product solutions · Familiarity with SaaS-based or platform-led product models Communication & Stakeholder Management ·  Excellent written and verbal communication skills ·  Ability to present complex concepts clearly to both technical and non-technical audiences ·  Strong stakeholder management and cross-functional collaboration capabilities Preferred Qualifications · Experience working with B2B or enterprise fintech products · Knowledge of regulatory and compliance frameworks (e.g., RBIguidelines, KYC, AML, PCI-DSS) · Exposure to creating solution demos, wireflows, or basic UX representations · Prior experience in consulting firms, fintech startups, or high-growth environments Performance Expectations · Delivery of accurate, scalable, and client-aligned solutions during pre-sales engagements · Contribution to improved deal conversion through effective solution positioning · Positive feedback from internal stakeholders and clients · Strong collaboration across Sales, Product, and Technology teams Why Join Us · Opportunity to work on innovative fintech solutions with significant business impact · Exposure to diverse client engagements and senior stakeholders · Clear growth path within solution consulting, product, or strategic roles Work Environment: ·  Fast-paced, collaborative, and structured working environment ·  Candidates must be willing to work closely with banking leadership and operations teams on-site: Location: Mumbai/Bangalore

How to get this job at Falcon

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