Product Specialist Pre-Sales
Product Specialist (Pre-Sales) to act as a liaison between the product, sales, and customer teams of our X-IMO and CrediDesk brands.
We are looking for:
A professional to act as a link between the product, sales, and customer teams, ensuring that the features and benefits of X-IMO CRM and CrediDesk are presented in a clear, distinctive way that is tailored to market needs. This role will be instrumental in increasing the conversion rate of qualified leads into customers and sustaining the company's strategic growth.
What you will do:
Support the sales cycle
- Collaborate with the sales team in preparing and conducting product demonstrations
- Analyze customer requirements and map functional solutions in X-IMO CRM and CrediDesk
- Assist in the preparation of technical and commercial proposals
Product Specialization
- Maintain in-depth knowledge of the features, roadmap, and differentiation of each platform
- Produce technical documentation and support guides (presentations, product sheets, FAQs)
- Contribute structured feedback from customer interactions for product development
Training and Evangelism
- Conduct initial training for new customers (onboarding)
- Prepare content for webinars and commercial events
- Represent the company in public demonstrations, trade shows, or presentations to strategic partners
Internal Alignment
- Work closely with Marketing to ensure consistency between commercial messages and technical specifications
- Support Product Management in identifying functional gaps and opportunities for improvement
Requirements:
- Academic background in Management, Economics, Marketing, Computer Engineering, or similar areas
- Previous experience in Pre-Sales, Consulting, Product Specialist, or Customer Success roles in SaaS solutions
- Practical knowledge of the real estate and/or credit intermediation sector is highly valued
- Strong written and verbal communication skills, with proficiency in Portuguese (PT) and English (minimum B2)
- Presentation and negotiation skills in a business context
- Analytical skills and a taste for solving complex problems with practical solutions
Personal Profile:
- Results-oriented and motivated in high-growth environments
- Empathy and active listening, able to translate customer needs into clear solutions
- Ability to simplify, able to explain technology in an accessible way
- Proactivity and a taste for continuous learning
What you can expect from us:
- Integration into a growing company with highly relevant technological projects in the Portuguese market
- Opportunity for professional growth and direct contact with the product, sales, and marketing areas
- Participation in innovative projects in the real estate and financial sectors
- Hybrid work regime and remuneration package compatible with experience
Are you interested? Send us your application, we want to meet you! See you soon.