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Job description
CX presales Lead - For Insurance or Healthcare & Life Sciences Industries
As a CX Presales Lead, you will be responsible for driving strategic conversations with clients (from either Insurance or healthcare & life sciences industry segments) to drive customer experience transformation, design frictionless CX workflows, and craft innovative solutions that leverage the latest in Conversational AI, CCaaS (Contact Center as a Service), omnichannel engagement, CRM, and workflow automation technologies. You will conduct CX discovery sessions, CX maturity assessments, analyze customer journeys, identify transformation opportunities across the CX value chain, and collaborate with sales, delivery, and product teams to develop tailored proposals and solution architectures that address client pain points. This role bridges sales, solutioning, and delivery turning business challenges into technology-enabled experiences that drive value.
Client Opportunity Identification
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.
Value Proposition & Differentiation
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.
Solution Demonstrations and Technical Presentations
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
Collaboration with Sales
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.
Stakeholder Management & Communication
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
Experience & Skills
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
Qualification
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
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.