Presale Consultant

Trinetix

Presale Consultant in Trinetix preparing proposals and solutions for potential clients, engaging in early-stage discussions to identify business needs and translating them into detailed technical proposals.

Posted 6/12/2026full-timeRemote • Tennessee • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

You will become a part of Trinetix Presale Team, working together with Sales and Delivery to prepare compelling and highly competitive proposals for our potential clients.
As a Presale Consultant you will engage into early-stage conversations with our potential clients to identify business needs, propose high-level solution concepts and convert them into detailed technical proposals in collaboration with the Trinetix architects, technology and delivery experts.
You will take part in building AI-augmented Presale Function together with Trinetix presale and technology experts.
Your key responsibility will be understanding client’s business needs and making sure it is properly reflected in the proposed solution.
Participate in the presale process and the key client’s proxy in terms of business requirements.
Together with Sales engage with the potential clients at early stage of the presale process to clarify the business needs, priorities and requirements.
Translate client’s business needs into solution vision, backlog and other requirements documents.
Work together with the architects and UX experts to produce architecture vision, prototypes and POCs.
Facilitate estimation sessions from the perspective of communicating the requirements and assumptions to the engineering team, documenting the assumptions and converting them into accurate effort estimations.
Contribute to the development of presale documents (proposals, presentations, financial models) balancing hands-on work and delegation to the team members.
Participate in the proposal presentation meetings, being main presenter for the business needs/solution parts of the proposal.
Balance the (potentially contradicting) interests of internal stakeholders (primarily Sales and Delivery) to ensure competitive proposals without risky over-commitments.
Participate in the Presale Function transformation initiatives (development of templates and practices, etc)

Requirements

What you’ll need

7+ years of experience in the IT sector
Strong background as a technical business consultant or senior business analyst with experience in various business domains
Proven consulting experience, ideally in client-facing roles or engagements; facilitating client workshops discovery sessions, stakeholder interviews, ability to drive the client through ideation process
Deep understanding of business analysis and product management accompanied by a high-level knowledge in solution architecture, UX/UI design, and associated software engineering practices
Experience working with the architects/engineering teams converting client’s business need into technical solution proposal
Understanding presales specifics (time limitations and ambiguity)
Experience both with non-formal highly interactive presales and formal RFP responses
Strong written and verbal communication skills
Experience communicating with technical and non-technical stakeholders from the USA and/or Europe
Experience in presenting the proposal and facilitating the client calls with VP- and CxO-level client stakeholders
Hands-on experience with document/presentation development tools (e.g. MS Word/Google Docs; MS Powerpoint/Google Slides) - ideally you should be able to prepare a good looking, logically structured presentation/document with solid storytelling even if the designer/copywriter not available (although we will provide such help in most cases)
Advanced level of English or higher

Benefits

Comp & perks

Continuous learning and career growth opportunities
Professional training and English/Spanish language classes
Comprehensive medical insurance
Mental health support
Specialized benefits program with compensation for fitness activities, hobbies, pet care, and more
Flexible working hours
Inclusive and supportive culture

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Hard Skills & Tools

business analysisproduct managementsolution architectureUX/UI designtechnical proposal developmentstakeholder engagementeffort estimationpresales processRFP responsesclient workshops

Soft Skills

communication skillspresentation skillsfacilitation skillsclient engagementstorytellingcollaborationproblem-solvingnegotiationadaptabilityinterpersonal skills