Job Description

At TechX, we are pioneers in delivering cutting-edge solutions that empower businesses to thrive in today’s digital landscape. With a strong focus on Cloud Transformation (AWS), Data Modernization, and Generative AI, we bring unparalleled expertise to drive innovation, efficiency, and growth for our clients.

We specialize in banking and financial services, retail, manufacturing, and transportation, delivering impactful solutions that address industry-specific challenges and significant market shifts.

Together, we’ll build a future where innovation knows no limits.

We are looking for a Project Manager (Solution/Presales Phase) for Banking client who will be accountable for defining, approving, and governing customer solutions before any commercial commitment is made.

This role exists to ensure what TechX sells can be delivered, institutionalize consulting knowledge into HubSpot, prevent scope ambiguity and post-sale delivery risk, and enable Sales to close deals within governed boundaries

This is not a Sales role, not a quota-carrying role, and not a delivery PM role It is a decision-owning consulting role within the Customer Value Governance Workflow (CVGW).

Key Responsibilities:

Customer Consulting & Use Case Ownership

• Engage with multiple customer stakeholders (Business, IT, Ops, Security)

• Analyze customer problems, constraints, and success criteria

• Define and validate Use Case Definitions in HubSpot

• Identify assumptions, dependencies, and risks early

Solution Evaluation & Recommendation

• Compare Solution Options (effort, risk, trade-offs)

• Assess product capability fit and identify gaps

• Work with Product Sales Support to validate feasibility

• Work with SA/ Technical Presale to recommend solutions aligned with customer value and delivery reality

Decision Ownership & Governance

• Own and maintain the Decision Log

• Clearly document (What is approved? Why it is approved? Under which conditions it may change)

• Finalize, version, and maintain the Approved Scope

• Ensure all commitments are auditable and traceable

Presales Enablement (Non-Commercial)

• Support Sales during presales discussions without owning revenue targets

• Clarify scope boundaries and delivery constraints

• Prevent over-commitment and scope creep

• Act as the single source of truth for solution decisions

Handover to Delivery & CS

• Hand over approved scope and decision rationale to CS-A and delivery teams

• Support post-sale scope change analysis through governance workflows

• Collaborate with Xops during audits and exception handling

Key Requirements:

Experience

• 3-5 years in Presales / Solution Consulting, Project Manager / Business Analyst (for complex systems), Delivery / Implementation PM with strong customer exposure, or relevant positions

• Experience working with enterprise or mid-large customers

• Experience in multi-stakeholder, high-complexity environments

Skills & Competencies

• Strong problem structuring and analytical thinking

• Ability to make, document, and defend decisions

• Excellent communication with technical and non-technical stakeholders

• High discipline in documentation and system usage (CRM, PM tools)

• Comfortable pushing back on customers or Sales when necessary

Mindset & Working Style

• Thinks in systems, trade-offs, and constraints

• Values clarity over speed

• Treats documentation as part of the job, not overhead

• Comfortable operating with clear decision authority

• Understands that governance enables scale

What We Offer:

• Innovative Environment: A dynamic and collaborative work environment where innovation is encouraged.

• Professional Growth: Opportunities for professional growth and development through continuous learning and exposure to cutting-edge technologies.

• Competitive Package: Competitive salary and benefits package

• Impactful Work: The chance to work on cutting-edge projects with industry-leading clients, making a tangible impact on their business success.

Apply now!

Due to the high volume of applicants, only shortlisted candidates will be contacted. We apologize for this inconvenience!