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Product Specialist Pre-Sales

M&A Digital·Salary not specified

Primary stack

SalesSaaSCRM

Job description

About the Position

Product Specialist (Pre-Sales) to act as a liaison between the product, sales, and customer teams of our X-IMO and CrediDesk brands.

We are looking for a professional to act as a link between the product, sales, and customer teams, ensuring that the features and benefits of X-IMO CRM and CrediDesk are presented in a clear, distinctive way that is tailored to market needs. This role will be instrumental in increasing the conversion rate of qualified leads into customers and sustaining the company's strategic growth.

Responsibilities

  • Support the sales cycle
  • Collaborate with the sales team in preparing and conducting product demonstrations
  • Analyze customer requirements and map functional solutions in X-IMO CRM and CrediDesk
  • Assist in the preparation of technical and commercial proposals

Product Specialization

  • Maintain in-depth knowledge of the features, roadmap, and differentiation of each platform
  • Produce technical documentation and support guides (presentations, product sheets, FAQs)
  • Contribute structured feedback from customer interactions for product development

Training and Evangelism

  • Conduct initial training for new customers (onboarding)
  • Prepare content for webinars and commercial events
  • Represent the company in public demonstrations, trade shows, or presentations to strategic partners

Internal Alignment

  • Work closely with Marketing to ensure consistency between commercial messages and technical specifications
  • Support Product Management in identifying functional gaps and opportunities for improvement

Requirements

  • Academic background in Management, Economics, Marketing, Computer Engineering, or similar areas
  • Previous experience in Pre-Sales, Consulting, Product Specialist, or Customer Success roles in SaaS solutions
  • Practical knowledge of the real estate and/or credit intermediation sector is highly valued
  • Strong written and verbal communication skills, with proficiency in Portuguese (PT) and English (minimum B2)
  • Presentation and negotiation skills in a business context
  • Analytical skills and a taste for solving complex problems with practical solutions

Personal Profile

  • Results-oriented and motivated in high-growth environments
  • Empathy and active listening, able to translate customer needs into clear solutions
  • Ability to simplify, able to explain technology in an accessible way
  • Proactivity and a taste for continuous learning

We Offer

  • Integration into a growing company with highly relevant technological projects in the Portuguese market
  • Opportunity for professional growth and direct contact with the product, sales, and marketing areas
  • Participation in innovative projects in the real estate and financial sectors
  • Hybrid work regime and remuneration package compatible with experience

About the Company

InovaDigital is a company dedicated to developing technological solutions in the real estate and financial sectors. We are committed to innovation and excellence, providing our clients with cutting-edge tools to succeed in their markets.

Are you interested? Send us your application, we want to meet you! See you soon.

© M&A Digital. This job description was sourced from the employer's public career page. TheJob is not the employer — we index the posting and route candidates to the source. All content rights and hiring decisions belong to the employer.

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