Pre-Sales & Onboarding Specialist

ob Title: Pre-Sales & Onboarding Specialist – WappBiz

Location: Pune, On-site, Spine Road, Bhosari

Experience: 1-2 Years

Industry: SaaS / MarTech / Communication Technology

Salary - 20-25k /Month

About WappBiz (by Augment Works):

WappBiz is a cutting-edge WhatsApp API solution by Augment Works designed to help

businesses automate, streamline, and personalise communication with customers. We

empower marketing and support teams to unlock WhatsApp's power through automation, CRM

integration, and customer engagement strategies. As we grow our customer base, we’re looking

for a dynamic individual who can bridge the gap between sales and customer success.

Role Overview:

We’re seeking a proactive Pre-Sales & Onboarding Specialist responsible for qualifying leads,

conducting product demos, building client confidence, and ensuring smooth onboarding of new

customers. This role is vital in creating a seamless customer experience from first interaction to

platform adoption.

Pre-Sales Activities:

● Calling and understanding the client's business needs, pain points, and objectives

● Present tailored product demos showcasing WappBiz’s features and benefits.

● Collaborate with the sales team to convert marketing-qualified leads (MQLs) into

sales-qualified leads (SQLs).

● Respond to product-related queries and RFPs with compelling proposals.

● Maintain CRM hygiene by logging interactions, call notes, and next steps.

🚀 Onboarding & Customer Success:

● Manage end-to-end onboarding for new clients – from account setup to training.

● Assist in API integrations or coordinate with tech support if needed.

● Provide product walkthroughs and documentation to ensure smooth adoption.

● Collect feedback to continuously improve the onboarding experience.

● Act as the voice of the customer to internal teams (tech, sales, support).

🤝 Cross-Functional Collaboration:

● Coordinate with the product, tech, and support teams to deliver on client expectations.

● Work closely with marketing to provide feedback on client pain points and feature

requests.

Ideal Candidate Profile:

● 1-2 years of experience in Pre-Sales, Customer Onboarding, or SaaS Sales Support

roles.

● Strong communication and presentation skills – both written and verbal.

● Tech-savvy with a basic understanding of APIs, CRM tools, and digital marketing

workflows.

● Problem-solver mindset with a customer-first approach.

● Prior experience in WhatsApp Marketing, CRM, MarTech, or SaaS tools is a strong plus.

Tools You'll Use:

● CRM (e.g., Freshsales, HubSpot, Odoo)

● Zoom/Google Meet for demos

● WhatsApp Business API

● Google Workspace (Docs, Sheets, Slides)

Why Join Us?

● Be part of a fast-growing SaaS platform backed by a passionate tech team.

● Opportunity to grow into a Customer Success or Sales Enablement role.

● Work with exciting brands across industries like real estate, healthcare, and retail.

● Collaborative, learning-first culture with a focus on innovation.