Zoho Presales Consultant / Solution Architect

Company Description

Nexivo Consulting, a Zoho Premium Partner, specializes in automating business processes for enterprises and small businesses using Zoho solutions across diverse functions such as sales, lead generation, marketing, HR operations, internal productivity, employee collaboration, IT operations, accounts, and finance. With a team of experienced certified Zoho consultants, Nexivo provides tailored solutions to meet the unique needs of its clients. By following a process-driven implementation methodology, Nexivo ensures successful project delivery aligned with business goals.

Role Description

This is a full-time, on-site role located in Hyderabad for a Senior Presales Consultant / Solution Architect. The selected candidate will be responsible for understanding client needs, providing tailored solutions, collaborating with teams to design frameworks, and delivering comprehensive proposals and presentations. Additionally, responsibilities will include conducting product demonstrations, assisting in project scoping, and ensuring solutions align with business requirements and client objectives.

Key Responsibilities

Sales Support & Win Contribution

• Participate actively in client meetings, solution discussions, demos, and negotiations
• Design practical, scalable, and business-aligned technical solutions
• Ensure strong alignment between customer requirements and proposed solutions
• Improve conversion rate of technical proposals into successful wins

Proposal Ownership & Commercial Structuring

• Independently prepare detailed technical and functional proposals
• Develop solution architecture documents, scope definitions, and effort estimations
• Respond to RFI/RFP documents with structured, compelling technical responses
• Present proposals confidently to decision-makers and stakeholders
• Work closely with Sales to structure commercials and finalize solution positioning
• Handle large and complex proposal submissions

Solution Design, Scoping & Estimation

• Own project scoping, estimation, and feasibility validation
• Conduct structured requirement gathering and technical qualification
• Build customized demos and deliver Proof of Concepts (POCs)
• Provide first-line technical support during evaluations
• Ensure proposed solutions are implementable and delivery-aligned

Project Planning & Risk Management

• Prepare implementation plans, timelines, and resource estimations
• Identify risks and define mitigation strategies during pre-sales
• Ensure pre-sales commitments align with delivery capabilities
• Coordinate with Sales, Delivery, and Support teams for seamless execution

Standardization & Capability Building

• Create reusable solution blueprints and architecture templates
• Develop best practices and documentation standards
• Identify technical skill gaps and conduct knowledge-sharing sessions
• Participate in continuous improvement and internal training initiatives

• 3+ years of hands-on experience in Zoho Pre-Sales / Solution Consulting / Solution Architecture
• Strong functional and technical expertise in Zoho One ecosystem, including Zoho CRM, Zoho Books, Zoho Creator, Zoho Desk, Zoho People, Zoho Analytics, Zoho Campaigns, and related applications
• Proven experience in designing and architecting end-to-end Zoho solutions across multiple business functions
• Experience in Zoho integrations (third-party integrations, APIs, webhooks, Deluge scripting)
• Strong understanding of Zoho customization, automation workflows, and solution scalability
• Proven ability to independently prepare and present detailed technical proposals and solution architecture documents
• Demonstrated experience handling large, complex, and high-value Zoho proposals
• Expertise in technical scoping, effort estimation, feasibility validation, and commercial alignment
• Excellent presentation, communication, and negotiation skills
• Ability to multitask and work in high-pressure, target-driven environments
• High ownership mindset with strong accountability
• Fluent in English (written and verbal)