NetSuite Pre-Sales Lead

This role requires to work closely with the sales team in approaching new engagements/prospects to find out and document the requirements and key findings. Perform solution mapping and relay requirements for demonstration. Should have experience in pre-sales, estimation, demos.


Experience in a comparable pre-sales position supporting the sales cycle for enterprise deals in CRM, ERP & E-commerce applications

  • Education: BE/BTech or MCA/MTech & MBA

  • Experience: 3-5 years in NetSuite

  • Reports to: Director / Delivery Manager


  • Requirements Gathering and understanding Client business process.
  • End to end responsibility for NetSuite Demo.
  • Ensure NetSuite Demo effectiveness.
  • Coordination among Functional team, Technical team, Sales team & client.
  • Prepare presentation slides, business proposals, response to RFP and SOWs
  • Prepare & conduct Demo sessions with focus in NetSuite modules/functions.
  • Perform research on NetSuite functionalities and know how it can enhance NetSuite positioning.
  • Assist & jointly execute a kick-off/hand-over meeting upon successful win to the project team.
  • Abreast with latest changes, new versions or new functions/modules introduced in NetSuite by the principal.
  • Work closely with the sales team to ensure prospects requirements are fulfilled with or without integration or customization.
  • Understand & execute the organization’s marketing strategies and understand competitors’ services & strategies, feedback to management on plans & strategies.
  • Contributing to organizational best practices.
  • Any other duties as and when assigned from time to time.


  • Bachelor’s degree preferably in Engineering or Accounting. MBA is a plus.
  • Minimum of 3 years’ experience in NetSuite with 5 years of total ERP/CRM experience.
  • Must have a strong background in pre-sales, including experience work-breakdown structure and project plans that is required for the proposals.
  • An excellent understanding of the common industry standard business practices as related to accounting (AR, AP, G/L, Bank/Cash, period closing, invoicing, etc), ARM, CRM (Lead, Opportunity, Proposal, Forecasting, Sales Orders, etc.), Order-to-Cash (Sales Order, Fulfilment, Invoicing, Payment, Returns, etc.), Procure-to-Pay (Purchase Order, Item Receipts, Vendor billing, Payments, Returns, etc.), Fixed Asset Management, etc.
  • Understanding on NetSuite integration & customization capabilities
  • Ideal to have experience with financial application package, cloud ERP and comprehensive understanding of accounting principles.
  • Excellent client management skills and the ability to work with clients to develop and manage an implementation plan.
  • Demonstrated experience in translating client’s business requirements into workable world class NetSuite solution & proposals.
  • Experience with software in an ASP/SaaS environment is a plus.
  • Articulate Personality, Excellent proficiency and a strong command of spoken English.
  • Good presentation and interpersonal skills.
  • Proven track record of increasing deal size and accelerating the buying process & sharing Add-Ons.
  • Must be willing to travel based on business needs.

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