CX Pre-sales Lead

Job Title : CX Pre Sales Lead

Location : NY / NJ

Primary responsibilities :

CX presales Lead - For Insurance or Healthcare & Life Sciences Industries

As a CX Presales Lead, you will be responsible for driving strategic conversations with clients (from either Insurance or healthcare & life sciences industry segments) to drive customer experience transformation, design frictionless CX workflows, and craft innovative solutions that leverage the latest in Conversational AI, CCaaS (Contact Center as a Service), omnichannel engagement, CRM, and workflow automation technologies. You will conduct CX discovery sessions, CX maturity assessments, analyze customer journeys, identify transformation opportunities across the CX value chain, and collaborate with sales, delivery, and product teams to develop tailored proposals and solution architectures that address client pain points. This role bridges sales, solutioning, and delivery turning business challenges into technology-enabled experiences that drive value.

Client Opportunity Identification

• Engage with prospects and existing clients to understand their current customer experience landscape, pain points, and business goals.
• Conduct CX discovery workshops and maturity assessments to uncover opportunities for transformation and innovation.
• Analyze customer journeys and interaction data to pinpoint areas for automation, optimization, and improved engagement.

CX Solutioning & Presales Leadership

Value Proposition & Differentiation

Collaboration with Sales

Stakeholder Management & Communication

Experience & Skills

Qualification