Growth & Pre-Sales Specialist

• Role: Specialist – Pre-Sales & Growth
• Location: Bangalore | On-Site | HSR,Bangalore
• Team: Growth | Reports to: Pre-Sales Lead / Head of Sales

About SwiffyLabs
SwiffyLabs is a next-generation SaaS fintech platform headquartered in Bangalore, India, transforming how financial institutions build and scale lending and banking products. Our AI-powered, cloud-native infrastructure enables NBFCs, banks, LSPs, and fintech innovators to launch, manage, and grow financial offerings with speed, security, and efficiency.
Built for scale and designed for agility, SwiffyLabs empowers partners across India and global markets to drive innovation, reduce time-to-market, and deliver exceptional customer experiences. We proudly represent a future-proof fintech ecosystem—Made in India, built for the world.

About the Role
We’re seeking a technically inclined Pre-Sales Specialist to partner closely with Sales, Product, and Engineering in driving technical discovery, solutioning, and demos for our prospects. You’ll play a vital role in engaging prospective clients, understanding their use cases at a system and data level, and configuring product demos to reflect real-world workflows.
You’ll also serve as a key interface between business and product/engineering, ensuring all client-facing conversations are backed with a strong understanding of platform architecture, APIs, and integration requirements.

Key Responsibilities

->Solution Discovery & Architecture Alignment
Participate in technical discovery sessions to capture client requirements across loan origination, onboarding, rule configuration, and credit workflows.
Map client pain points to product capabilities, highlighting technical feasibility and configuration paths.
Analyze third-party integration needs (e.g., credit bureau APIs, KYC providers, core banking systems).

->Technical Product Demonstrations
Deliver highly customized product demos including API walkthroughs, journey flows, and backend configuration tools.
Set up demo environments that reflect client-specific data models, decisioning rules, and lending workflows.
Support proof-of-concept (POC) creation and hand-hold clients through sandbox environments.

->Product Feedback & Technical Handoff
Capture technical blockers, custom requirements, and feature gaps from pre-sales conversations and feed them to product/engineering in a structured format.
Collaborate with solution architects and product managers to align prospect expectations with product roadmap and delivery timelines.
Ensure smooth technical handoff post-sale to implementation and onboarding teams.

-> Sales & Tech Collateral Support
Create and maintain solution architecture diagrams, API guides, demo scripts, and integration FAQs.
Maintain technical pre-sales documentation, solution templates, and internal playbooks for repeatable use cases.
Work with marketing to build technical collaterals (whitepapers, integration briefs, demo videos).

Requirements

Must-Haves:
Experience in a technical pre-sales, solutions consulting, product consulting, or solution engineering role.
Experience with SaaS platforms—preferably in fintech, financial services, or workflow automation.
Familiarity with APIs, JSON, Postman, API testing, or integration walkthroughs.
Ability to understand and explain complex product flows (KYC, origination, underwriting, rule engines).
Strong problem-solving, client communication, and documentation skills.

Preferred:
Exposure to LOS, LMS, decisioning engines, or embedded finance platforms.
Experience working with cross-functional teams (engineering, sales, compliance, integrations).
Knowledge of regulatory considerations in lending workflows (RBI guidelines, KYC norms, etc.).
Comfortable working with sandbox/staging environments to simulate product behavior.
Experience working with global lending markets (EMEA,ASEAN,GCC,Africa or North America).