Technical Pre-Sales Lead

Key Responsibilities

• Lead and support client discovery sessions, workshops, and executive briefings to understand automation maturity, strategic objectives, and target use cases.
• Act as a trusted advisor throughout the pre-sales lifecycle, articulating Roboyo’s value proposition and positioning solutions tailored to specific client contexts.
• Engage early-stage prospects to clarify business needs, identify high-impact automation opportunities, and build credibility across both business and IT stakeholders.
• Deliver compelling demonstrations of Agentic AI, RPA, IDP, and related platforms — aligned to client-specific use cases and industries.

Solution Scoping & Architecture

• Lead high-level solution scoping and architecture definition in collaboration with delivery and technical teams.
• Translate complex enterprise requirements into practical, scalable automation solution approaches using Roboyo’s technology stack and delivery methodology.
• Produce high-quality pre-sales artefacts: solution overviews, effort estimates, automation business cases, ROI models, and RFP/RFI responses.
• Contribute to and review Statements of Work (SoWs) and commercial proposals, ensuring technical accuracy and alignment with delivery capability.

Proposal & Content Development

• Lead and coordinate the creation of bespoke client proposals, pitch decks, and solution narratives that clearly articulate business outcomes and differentiation.
• Build and maintain a library of reusable pre-sales assets, use case frameworks, industry-specific points of view, and automation ROI benchmarks.
• Collaborate with marketing and alliances teams to align pre-sales positioning with partner ecosystems (UiPath, Microsoft, Appian, Celonis, Anthropic, Google etc.).

Demos, PoCs and Enablement

• Design, build, and deliver tailored product demonstrations and Proof of Concepts (PoCs) that bring Roboyo’s Agentic Automation capabilities to life in the context of a client’s specific industry, processes, and technology environment.
• Own the end-to-end PoC lifecycle — from scoping and success criteria definition through build, execution, and readout — ensuring outcomes are measurable, compelling, and commercially relevant.
• Develop a portfolio of repeatable, modular demo environments covering core platform capabilities: UiPath Agentic Automation, Intelligent Document Processing (IDP), Process Mining, Test Automation, and AI-powered workflows.
• Collaborate with delivery architects to ensure PoC solutions reflect production-grade standards and can credibly transition into full engagements.

Innovation & Experimentation

• Proactively explore and prototype new automation and AI capabilities (including Agentic AI, LLM integrations, and multimodal automation) to build Roboyo’s demo library ahead of market demand.
• Rapidly develop concept-level prototypes to validate technical feasibility and business value during competitive sales situations or early-stage client conversations.
• Partner with Roboyo’s technology alliances (UiPath, Microsoft, and others) to access pre-release capabilities and co-develop joint demos for strategic accounts.

Client Workshop Facilitation

• Lead immersive, hands-on automation workshops and innovation days with client teams — helping them experience Roboyo’s capabilities first-hand and move from interest to commitment.
• Facilitate value discovery sessions that use live demos and rapid prototyping to co-create automation roadmaps with clients, accelerating deal progression and solution buy-in.

Client Delivery Oversight & Cross-Functional Collaboration

• Act as an SME & Delivery QA across our main key accounts.
• Work closely with account executives to qualify opportunities, define win strategies, and support pipeline development.
• Partner with delivery architects and project leads to ensure proposed solutions are technically sound, deliverable, and commercially viable.
• Feed client and market insight back into Roboyo’s service development, capability building, and go-to-market strategy.
• Represent Roboyo at industry events, partner conferences, and client briefings as a subject matter expert.

Required Qualifications

• Core Skills & Experience:
  • 7+ years of experience in consulting, pre-sales, solution architecture, or a senior client-facing technical role within Automation, AI, or Digital Transformation.
  • Demonstrated experience supporting or leading enterprise pre-sales engagements, including RFP responses, solution workshops, and executive presentations.
  • Deep familiarity with the intelligent automation landscape: RPA, Agentic AI, IDP/Document Understanding, Process Mining and Application Development.
  • Strong ability to translate complex technical capabilities into compelling business narratives for executive and non-technical audiences.
  • Proven track record of building trusted-advisor relationships with senior stakeholders.
  • Experience defining or contributing to automation business cases and ROI models that clearly articulate value realization.
  • Excellent communication, storytelling, and presentation skills — comfortable owning the room in boardrooms and discovery workshops alike.
  • Strong commercial acumen, with an ability to balance technical solutioning with scope, risk, and margin considerations.
  • Hands-on experience designing and delivering Proof of Concepts (PoCs) and tailored product demonstrations in a pre-sales or solution advisory context.
  • Experience developing enablement content and delivering training or coaching to sales, partner, or client teams.
• Technical Knowledge:
  • Practical understanding of enterprise automation platforms — particularly UiPath (Studio, Orchestrator, Maestro, Document Understanding, Agentic, Test Cloud) and Microsoft Power Platform.
  • Familiarity with enterprise architecture concepts, integration patterns (APIs, REST/SOAP), and cloud infrastructure (Azure, AWS, GCP).
  • Ability to engage credibly in technical conversations with client architects, IT leads, and Roboyo delivery teams.
  • Experience with agentic AI frameworks, large language model (LLM) integration, or Generative AI use case definition.
  • Prior experience in one or more complex industries such as Financial Services, Healthcare, Manufacturing, Retail, or Life Sciences.
  • Experience building or scaling pre-sales practices, including asset development and methodology design.

Benefits

• Work from home
• Health, Dental & Vision Insurance
• 401k match
• Unlimited vacation policy (take as many days as you need)
• Monthly cell phone and internet reimbursement

Pay

Salary Range US: $125,000 - $165,000 USD

Schedule

N/A

Qualifications

N/A

Equal Opportunity Employer

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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