AX Fin Presales Consultant

Job Location : Pan india

Experience : 8-12 years

  • Presales Target achievement – Microsoft Dynamics 365 Finance & Operations (D365) ERP.
  • Ability to do independent carry out requirement discussion and configure and present end-to-end Demo for D365 ERP solution to prospects.
  • Manage Presales Documentation (Proposal Preparation, Solution Presentation, Effort Estimations, and related activities) and discussions with Prospects independently.
  • Be updated with the latest features, solution offerings, and new technology from Microsoft for upgrade and/or migration.
  • Work on presentations, factsheets, and related templates, which can be offered to sales as a go-to market strategy.
  • Meet pre-sales targets and in line with the organizational business objectives and strategy. – Manage the presales and proposal development process in coordination with delivery team and maintain the timelines for the proposal
  • Understands clients’ needs and qualify opportunities in line with our business focus
  • Manage response to Request for Proposals (RFPs)
  • Build and maintain excellent relationships with Delivery and Sales team.
  • Self-motivated on taking up initiatives

CA or ICWAI certification. Knowledge on Taxation for India and other countries Finance module Certification from Microsoft Trade & Logistics certification will be added advantage


Domain experience of 5-7 years along with experience in IT industry with min 2-3 AX2012/D365 project implementation knowledge.