Role OverviewWe are looking for a talented, tech-oriented, AI-savvy Pre-Sales Representative who can think beyond traditional lead qualification.
This role is for someone who is sharp, structured, fast, and naturally curious about how businesses work. You should be comfortable using AI tools, CRM systems, automation workflows, research tools, and digital communication channels to qualify prospects better,
move faster, and improve conversions. You will speak with leads, understand their business needs, identify opportunities, map the right Finanshels solutions, and support the sales team with high-quality context and insights.This is a role for someone who combines commercial sense, tech comfort, structured thinking, and strong communication.
Key ResponsibilitiesLead Qualification & Discovery
- * Engage with inbound and outbound leads across calls, WhatsApp, email, LinkedIn, and virtual meetings
- Understand the prospect’s business model, company stage, setup structure, current finance/compliance challenges, and urgency
- Run smart discovery conversations to uncover needs across accounting, VAT, corporate tax, AML, audit, bookkeeping, CFO support, compliance
- Qualify opportunities based on fit, intent, timing, decision-maker readiness, and business potential
- Capture structured notes and insights that help sales move faster and close better AI-Driven Pre-Sales Execution
- Use AI tools to prepare for meetings, summarize conversations, draft follow-ups, improve qualification notes, and surface relevant insights
- Leverage automation and CRM workflows to improve speed-to-lead, follow-up consistency, and pipeline movement
- Use research tools to understand prospect companies before conversations
- Continuously improve messaging, qualification logic, and discovery quality using AI-assisted workflows
- Contribute to building a more scalable and intelligent pre-sales engine inside Finanshels
Solution Mapping & Sales Support
- * Map customer needs to the right Finanshels services and engagement model
- Explain service offerings, processes, timelines, and business value in a simple and confident way
- Coordinate internally with sales and operations teams for requirement clarification where needed
- Support proposal preparation, scope summaries, meeting briefs, and next-step documentation
- Ensure smooth handover from pre-sales to sales with full context and clean CRM data
Process & Performance Discipline
- * Maintain strong CRM hygiene with notes, lead stages, qualification status, and follow-up actions
- Track objections, lead patterns, and conversion blockers
- Suggest improvements to scripts, workflows, automations, and pre-sales systems
- Operate with speed, ownership, and high attention to detail
Who We’re Looking ForWe want someone who is:
- Talented and hungry
- Techie and digitally fluent
- Comfortable with AI tools and automation
- Strong in communication and business conversations
- Structured in thinking and documentation
- Fast in execution
- Commercially sharp and naturally curious
Required Skills & Qualifications
- * 1–4 years of experience in pre-sales, inside sales, lead qualification, business development, or consultative sales
- Strong spoken and written English
- Comfortable using CRM systems, spreadsheets, digital tools, and AI platforms in day-to-day work
- Strong business understanding and discovery skills
- Ability to ask the right questions, identify pain points, and think in solutions
- High ownership and ability to manage multiple conversations and follow-ups
- Strong note-taking and process discipline
Preferred Background
- * Experience in B2B services, SaaS, finance, accounting, tax, compliance, or consulting
- Familiarity with Zoho CRM or similar systems
- Experience using ChatGPT, Claude, automation tools, meeting assistants, or workflow platforms in work
- Understanding of UAE SME ecosystem is a strong plus
What Success Looks Like
- * Higher quality of qualified leads entering the sales pipeline
- Faster response and follow-up cycles
- Stronger discovery notes and cleaner handovers
- Better use of AI and systems to improve productivity
- Improved meeting-to-proposal and proposal-to-close efficiency
- Strong CRM discipline and better pipeline visibility
Why Join Finanshels
- * Build inside a fast-growing finance and compliance platform
- Work on real business problems across startups and SMEs
- Use AI, systems, and smart workflows in a high-performance environment
- Grow into larger sales, strategy, solutioning, or GTM roles over time
