BDO India Services Private Limited, a private limited company incorporated in India, is a member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member entities. BDO is the brand name for the BDO network and for each of the BDO Member Entities. BDO India offers strategic, operational, accounting and tax & regulatory advisory & assistance for both domestic and international organizations across a range of industries. BDO India is led by more than 300 Partners & Directors with a team of over 10,000 professionals operating across 12 cities. We expect to grow sizably in the coming 3-5 years, adding various dimensions to our business and multiplying the increasing the current team size multi-fold.
Job Code
MS/Bangalore/4751
Location
Mumbai/Bangalore
Department
Managed Services
Qualification
CA Qualified
Managed Services International (MSI) is looking for a sharp, intellectually curious Pre-Sales Executive to power the intelligence engine behind our sales organisation. This role sits at the intersection of research, strategy, and storytelling — you will be the person who walks intoevery client conversation already knowing the room.
You will work closely with our Sales Partners across the Finance & Accounting (F&A), Global Compliance, and Global Payroll managed services practices, equipping them with the insight and narrative they need to open doors, build trust, and win mandates
1. Client & Prospect Intelligence
Build comprehensive company profiles for target prospects — covering business model, revenue scale, organisational structure, geographic footprint, ownership, and recent strategic developments.
Research and profile key stakeholders — CFOs, CHROs, Heads of Compliance, Finance Controllers, and other decision-makers — including their professional background, priorities, public statements, and known pain points.
Identify and map relationship networks — existing connections between MSI leadership, Sales Partners, and prospect organisations — to surface warm introduction pathways and avoid blind cold outreach.
2. Market & Problem Statement Research
Conduct targeted market research to understand the regulatory, operational, and competitive pressures facing prospects in their industry and geography.
Synthesise findings into a clear problem statement hypothesis — articulating what challenges the prospect is likely grappling with (e.g., global payroll compliance gaps across geographies, fragmented F&A processes post-M&A, regulatory exposure, cost of in-house operations) before the first meeting.
Track sector-specific developments in global statutory compliance, labour law changes, tax regulations, and financial reporting standards that may create urgency or buying triggers for MSI's services.
3. Sales Enablement & Meeting Preparation
Prepare crisp, tailored pre-meeting briefing packs for Sales Partners — covering company snapshot, stakeholder profiles, relationship map, problem hypothesis, and recommended conversation angles.
Record minutes of meetings — accurately capturing key discussion points, client concerns, commitments made, and agreed next steps — and ensuring timely follow-up on all action items with the relevant internal and external stakeholders.
Collaborate with the Sales and Solutions teams to suggest the most relevant MSI service offerings for each prospect, based on their profile and likely pain points.
Develop and maintain pitch-ready collateral — capability decks, case study summaries, and comparison frameworks — that Sales Partners can deploy contextually in client conversations.
Support the crafting of proposals and capability presentations by providing the research backbone and helping shape the narrative around the client's specific context.
4. CRM & Relationship Intelligence
Mine MSI's CRM data to identify Partners and Directors within the firm who currently hold active or historical relationships with target prospect organisations.
Proactively build internal relationships with these Partners and Directors, understand the nature and depth of their client connections, and work with them to facilitate warm introductions and set up initial conversations between prospects and the MSI sales team.
Maintain clean, up-to-date records of prospect research, stakeholder maps, and engagement history in the CRM system.
Build and curate a prospect intelligence repository so that institutional knowledge is accessible and compounding - not lost when people move.
Flag and track trigger events (leadership changes, funding rounds, M&A activity, regulatory announcements, earnings signals) that indicate a window of opportunity for outreach.
Experience & Background
3–6 years of experience in pre-sales, sales research, business development support, or a related function — ideally within a managed service, BPO, consulting, or professional services environment.
Working familiarity with Finance & Accounting, Global Payroll, or Global Compliance as service domains — you don't need to be a CA or payroll specialist, but you should be comfortable understanding and communicating these services.
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Strong research and synthesis skills — ability to pull signal from noise across annual reports, news, LinkedIn, regulatory filings, and industry sources, and turn it into actionable insight.
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Excellent written communication — you write clearly, concisely, and with a point of view. Briefing notes and decks you produce should need minimal editing.
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Strong meeting documentation skills — ability to capture nuanced conversations accurately, distil them into clear minutes, and drive follow-through on commitments.
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Stakeholder mapping and relationship intelligence — comfort working with org charts, LinkedIn, and CRM data to understand who knows whom and who influences what.
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Commercially minded — you think about why a client would buy, not just what we sell.
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Organised and proactive — you anticipate what Sales Partners will need before they ask.
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Proficiency in CRM platforms for pipeline tracking, relationship mining, and engagement management.
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Comfortable with research tools — LinkedIn Sales Navigator, Bombora, ZoomInfo, or equivalent.
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Proficiency in PowerPoint for deck preparation and client-facing presentation development.
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Familiarity with news aggregators, regulatory trackers, and industry databases relevant to F&A, Global Payroll, and Global Compliance domains.
Pre-sales intelligence is often the difference between a generic pitch and a conversation that makes a prospect feel understood. At MSI, we believe that clients buy from people who already know their world. This role exists to make that possible — consistently, at scale.
If you enjoy digging deep, connecting dots, and knowing that your work directly enables deals, this is the role for you.
