Inizio Partners · 3 months ago
CX Pre-sales Lead
New York, New York, United States
Full-time
Onsite
Senior Level, Lead/Staff
15+ years expInizio Partners is a company focused on transforming customer experiences across various industries, particularly in Insurance and Healthcare & Life Sciences. The CX Presales Lead will drive strategic conversations with clients to design innovative solutions and enhance customer experience through advanced technologies such as Conversational AI and workflow automation.
Staffing & Recruiting
Responsibilities
Engage with prospects and existing clients to understand their current customer experience landscape, pain points, and business goals
Conduct CX discovery workshops and maturity assessments to uncover opportunities for transformation and innovation
Analyze customer journeys and interaction data to pinpoint areas for automation, optimization, and improved engagement
Lead the presales process for CX solutions, including proposal creation, solution presentations, demos, and RFP/RFI responses
Design and articulate solutions that leverage technologies such as Conversational AI (e.g., chatbots, voice assistants), CCaaS platforms, omnichannel engagement, and workflow automation
Collaborate with internal product, delivery, and sales teams to align technical solutions with business outcomes
Craft compelling value propositions for clients that demonstrate ROI, reduced friction in CX workflows, and enhanced customer satisfaction
Stay current on market trends, competitor offerings, and emerging technologies to ensure differentiation in proposals and pitches
Deliver compelling product demonstrations that showcase the features and benefits of our solutions
Customize demonstrations to align with the specific needs and use cases of potential customers
Conduct technical presentations, both in-person and virtually, to convey the value proposition of our products/services
Address technical inquiries and concerns during the sales process
Work closely with the sales team to understand customer goals and contribute to the development of winning sales strategies
Assist in the preparation of technical proposals, RFP responses, and other sales materials
Act as a trusted advisor to client stakeholders including CXOs, Heads of Contact Center, and Digital Transformation leaders. Facilitate solution walkthroughs and workshops with technical and non-technical audiences
Qualification
Required
15+ years of experience in CX consulting, presales, or solutioning roles within digital transformation or customer engagement domains
Strong knowledge of CX platforms and tools including Conversational AI (e.g., Google Dialogflow, Azure Bot Services, etc.), CCaaS (e.g., Genesys, NICE, Amazon Connect, Five9), CRM, and automation technologies, Smart Agent Assist, and their technical capabilities
Proven ability to analyze customer workflows and journey maps to identify improvement areas
Experience developing presales assets such as proposals, cost models, solution decks, and demos
Excellent communication and presentation skills with the ability to influence C-level stakeholders
Strategic thinker with the ability to translate complex technology into clear business value
Bachelors or Masters degree in Data Science, Information Technology, Business Administration, or a related field
Proven experience in a technical pre-sales or similar role in the technology industry
Experience with driving CX metrics for clients such as NPS, CSAT, CES, and how to influence them via transformation initiatives
Experience working in agile environments or transformation programs
Company
Inizio Partners
Inizio Partners is a full-service recruitment agency specializing in executive search, permanent placements, and contingency staffing.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Chanchal Kokkuvayil
Founder & CEO
Company data provided by crunchbase