Technical Account Manager – Pre-Sales, Client Success

This is a fully remote position, open to applicants in India.

📋 Description

• Manage the client relationship comprehensively, starting from the initial discovery call to the concluding delivery call.

• Facilitate discovery calls to grasp business objectives, challenges, and requirements.

• Identify scope, constraints, budget, timelines, and success criteria.

• Record requirements in the form of BRDs, user stories, feature lists, or scope documents.

• Collaborate with internal tech leads and architects to design solutions, including technology stack, high-level architecture, modules, and integrations.

• Develop effort estimates, project timelines, milestone plans, and pricing models.

• Craft and present proposals, SOWs, RFP responses, and pitch decks.

• Construct wireframes or clickable prototypes when necessary.

• Manage deals through to contract signing, addressing objections and negotiating scope, pricing, and terms.

• Keep CRM pipeline and deal records updated and forecast revenue accurately.

• Transition projects to the development team with well-defined scope, priorities, and acceptance criteria.

• Serve as the main point of contact for clients throughout the development phase.

• Conduct client meetings during milestone deliveries, demos, and scheduled checkpoints.

• Handle change requests, scope modifications, and client expectations, proactively escalating risks.

• Ensure that delivery aligns with the agreed-upon scope, quality, and timelines until final sign-off.

• Spot upselling and cross-selling opportunities.

• Cultivate long-term relationships to foster repeat business, referrals, and testimonials.

• Achieve targets for conversion rates, new and account revenue, client satisfaction, retention, and estimate/scope accuracy.

⛳️ Requirements

• 4–8 years of experience in a custom software development or IT services company, in pre-sales, business analysis, solution consulting, technical account management, or engagement management.

• Demonstrable success in leading discovery calls and converting them into signed agreements, ideally with international clients (US, Canada, UK, Europe, Middle East).

• Practical experience in drafting proposals, SOWs, and estimates for web, mobile, or enterprise software projects.

• Strong technical knowledge of web and mobile applications, APIs, databases, cloud technologies (AWS, Azure, or GCP), integrations, and SDLC.

• Familiarity with Agile/Scrum methodologies and the ability to collaborate with developers, QA, and project managers.

• Exceptional verbal and written English skills, with the ability to confidently present to CXOs, founders, and technical stakeholders.

• Strong negotiation, objection handling, and expectation management capabilities.

• Comfortable with fully remote work across time zones, including occasional meetings outside Indian working hours.

• Bachelor’s degree in Computer Science, IT, Engineering, or a related field (or equivalent experience).

• Proficient in using Jira, Confluence, HubSpot or Salesforce, Figma or Balsamiq, and Miro.

• Awareness of AI/ML, SaaS, e-commerce, fintech, or healthtech projects.

• Relevant certifications such as CSPO, PSPO, CBAP, or a cloud practitioner certification.

• Experience responding to RFPs on platforms like Upwork, Clutch, or through partner channels.

🏝️ Benefits

• Earn commission on the revenue you generate.

• Enjoy fully remote work across various time zones.

• Participate in occasional calls outside of Indian working hours.