Zoho Presales Consultant
Pinerium Zoho Presales Consultant
Summary
Pinerium, a Zoho Premium Partner in Alexandria, Egypt, seeks a Zoho Presales Consultant to run client discovery sessions, design Zoho-based solutions, and deliver demos and POCs that support sales on enterprise deals. Core skills: the Zoho ecosystem (CRM, Creator, Desk, Books, Projects), business analysis, and consultative communication.
Pinerium is seeking an analytical and client-focused Zoho
Presales Consultant to support solution discovery, business
analysis, solution design, and technical validation during the
presales lifecycle.
This role is responsible for understanding client business
requirements, designing Zoho-based solutions, preparing demos and
Proof of Concepts (POCs), validating feasibility with technical teams,
and supporting Sales Account Managers during enterprise opportunities.
The ideal candidate combines strong business process understanding,
consultative communication skills, and deep knowledge of the Zoho ecosystem.
The Zoho Presales Consultant operates within Pinerium’s Zoho
Solutions structure and collaborates closely with Product Owners,
Solution Architects, Tech Leads, Developers, and Delivery teams.
Key Responsibilities
Discovery & Business Analysis
- Conduct structured discovery sessions to understand client
business processes and operational challenges.
- Gather, analyze, and document business and functional requirements.
- Identify automation, optimization, and digital transformation opportunities.
- Translate business needs into high-level solution approaches.
Solution Design & Validation
- Design scalable Zoho-based business solutions aligned with client requirements.
- Prepare solution architecture diagrams, workflows, and
implementation approaches.
- Validate technical feasibility with Product Owners, Developers,
and Tech Leads.
- Ensure proposed solutions align with Zoho best practices and
scalability standards.
Demos & Proof of Concepts (POCs)
- Prepare and deliver customized Zoho demos focused on business
value and operational outcomes.
- Lead Proof-of-Concept (POC) activities including scope definition
and success criteria.
- Customize demo environments and scenarios based on client use cases.
- Present automation concepts, workflows, dashboards, and solution
capabilities clearly.
Sales & Stakeholder Collaboration
- Support Sales Account Managers during opportunities and proposal discussions.
- Participate in client meetings, workshops, and technical consultations.
- Assist in preparing proposals, estimations, presentations, and
solution documentation.
- Coordinate handover activities to delivery teams after project closure.
Documentation & Continuous Improvement
- Maintain presales documentation, discovery notes, and solution records.
- Update reusable demo assets and presales templates regularly.
- Stay updated with Zoho ecosystem capabilities, integrations, and
SaaS trends.
- Contribute to continuous improvement of presales processes and standards.
Requirements
- Bachelor’s degree in Business Information Systems, Information
Technology, Computer Science, or related field.
- 1–3 years of experience in presales, business analysis, SaaS
consulting, CRM/ERP consulting, or solution design.
- Strong understanding of Zoho applications including Zoho CRM, Zoho
Creator, Zoho Desk, Zoho Books, and Zoho Projects.
- Experience conducting discovery sessions, demos, or POCs.
- Strong business process analysis and solution design skills.
- Excellent presentation, communication, and stakeholder management abilities.
- Ability to translate business requirements into
technical-functional solutions.
- Familiarity with APIs, integrations, and automation concepts is preferred.
- Experience working in Agile/Scrum environments is a plus.
- Zoho certifications are considered a strong advantage.
- Fluency in English (Arabic is a plus).
- Additional Requirement: Candidate must have their own laptop.
- Must be a non-smoker (all types).
Benefits
- Competitive salary and performance-based incentives.
- Exposure to enterprise Zoho transformation and SaaS projects.
- Opportunity to work within a Zoho Premium Partner organization.
- Access to Zoho certifications and continuous learning through
Pinerium Academy.
- Collaborative and innovation-driven work environment.
- Career growth into Solution Architecture, Product Ownership, or
Enterprise Consulting.