Designation: Power BI Presales Consultant

Job Description:


Mandatory Expectations:

  • Strong client communication and stakeholder management skills
  • Proven experience in requirement gathering and documentation
  • Experience in drafting client proposals and solution decks
  • Ability to understand and interpret business needs and translate them into functional requirements
  • Experience in conducting client workshops and technical discussions
  • Strong presentation skills using business data
  • Collaborative mindset to work closely with internal sales and delivery teams
  • Proactive attitude with the ability to own and drive presales engagements from discovery to closure


Preferred Expectations:

  • Proficiency in Power BI including Power Query, DAX, Power BI Service, and Dataflows
  • Experience with data modeling, ETL processes, and data visualization best practices
  • Familiarity with Microsoft Azure data services (e.g., Azure Data Factory, Synapse Analytics)
  • Knowledge of scripting languages like SQL, Python, or R • Exposure to other BI platforms such as Tableau, QlikView, or Looker
  • Microsoft certification in Power BI or related technologies
  • Experience working with industry-specific analytics solutions (e.g., finance, retail, healthcare)
  • Background in preparing RFP/RFI responses and technical solutioning documents


Job Specific:

  • Act as a key presales consultant for Power BI opportunities, supporting the sales lifecycle from discovery to proposal submission
  • Collaborate with clients to understand their analytical requirements, use cases, and data maturity
  • Conduct discovery sessions, technical workshops, and whiteboarding exercises to define the solution scope
  • Create solution architecture, functional design documents, and visual demos tailored to client needs
  • Develop and present Proof of Concepts (PoCs) to demonstrate Power BI capabilities and validate use cases
  • Partner with sales, product, and technical teams to define the go-to-market strategy and solution positioning
  • Draft technical proposals, estimation models, and effort breakdowns in alignment with client expectations
  • Contribute to building reusable collateral, templates, and accelerators to streamline presales processes
  • Stay updated with the latest trends, features, and best practices within Power BI and the broader Microsoft data ecosystem