Presales Specialist - Tax Solutions


Job Title: Pre-Sales, IDT

Based in: Bangalore

Reports to: Head - Pre Sales (Tax Solutions)

Thomson Reuters is the leading source of intelligent information for the world's businesses and professionals, providing customers with competitive advantage. Intelligent information is a unique synthesis of human intelligence, industry expertise and innovative technology that provides decision-makers with the knowledge to act, enabling them to make better decisions faster. Through its more than 60,000 people across 93 countries, Thomson Reuters delivers this must-have insight to the financial, legal, tax and accounting, scientific, healthcare and media markets, and is powered by the world's most trusted news organization. More information about Thomson Reuters and its financial performance can be found on

Thomson Reuters Tax & Accounting is the leading global provider of integrated tax compliance and accounting information, software and services for professionals in accounting firms, corporations, law firms and government. It provides a multitude of tax software solutions to assist tax professionals in areas including corporate tax, indirect tax, transfer pricing, tax research, tax accounting, workflow and practice management.

Job Description:

Reporting to Head Presales, this is a key position that will be accountable for supporting the sales team, aligning the customer's business with appropriate solutions, and proactively driving pre-sales activities and support of closing the deal.

Major responsibilities of this position are:

  • Present solutions to customers/prospects, showing all system capabilities and benefits to them. Perform clear presentations, with focus on all solutions details
  • Present our solutions in every possible ways:

o Focus on raising requirements / differentiators

o Standard software demonstration

o Tailor made software demonstration (using customer´s data)

o Assessment

o Workshop Stand Alone

o Workshop – Integrated with an ERP (ORACLE)


  • Define project scope focusing on estimating consultant efforts (hours) to implement it, based on requirements raised together with the customer. Work close to a business analyst to go deep into the details if needed.
  • Support business proposal creation.
  • Work on RFPs (Request for Proposals) or RFI (Request for Information) processes
  • Keep demo version of our solutions up to date, making sure to have complete and integrated processes to present for every sellable module;
  • Get engaged with Sales managers and Representatives to evaluate sales opportunities, taking the opportunity to follow up on all of them and create specific strategies to move them forward
  • Participate in events/fairs related to Global Trade Management, engaging possible customers, presenting our solutions and creating business opportunities
  • Gather market needs to feed our product specialists and development team. Understand market requirements and do proper communication to improve our solutions
  • Complete and participate in agreed training plans


  • Bachelor degree in related field with minimum 6 years pre-sales experience in enterprise software or consulting industry
  • Thorough experience in indirect Tax domain, ERP experience, mainly Oracle EBS
  • Demonstrated software consulting/ implementation experience, mainly with indirect tax/ financial related processes
  • Team working, will need to work very closely with sales team and also other internal teams (regional and global teams)
  • Expert knowledge of the overall business includes a broad market understanding and strong understanding of customers' business model
  • Able to apply product knowledge and sales skills to advance the sales process, from probing and conducting a needs analysis, to developing a package for the customer, continuing through to the sale
  • Can clearly and winningly position complex technical information in written and oral methods
  • Highly effective communication, presentation and research skills (this includes speaking significant local languages and knowledge of territory business culture)
  • Fully competent in system
  • Ability to use a wide variety of technology to aid in the sales process

Thomson Reuters provides professionals with the intelligence, technology and human expertise they need to find trusted answers. We enable professionals in the financial and risk, legal, tax and accounting, and media markets to make the decisions that matter most, all powered by the world's most trusted news organization.

At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one – collaborating to reach shared goals, and developing through challenging and meaningful experiences. With over 50,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Bring your ambition to make a difference. We'll bring a world of opportunities.

As a global business we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

Intrigued by a challenge as large and fascinating as the world itself? Come join us.

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