Technical Pre-Sales Lead

About this role

Roboyo AI is a category shaper in Applied AI and Agentic Automation. We help leading enterprises move from automation projects and AI experiments into governed, production-grade systems that execute real work across workflows, processes, products and services.

Our heritage is in scaled enterprise automation; our future is Applied AI and Agentic Automation: autonomous agents, AI engineering squads, process orchestration, data and knowledge foundations, and human-in-the-loop governance embedded deeply into how our clients operate.

We are not here to sell AI theatre. We are here to turn AI into working systems, measurable outcomes and repeatable transformation programs.

As a Senior Technical Pre-Sales Lead, you will be at the forefront of Roboyo’s go-to-market engine — bridging the gap between client business challenges and Roboyo’s Agentic Automation capabilities. You will engage with prospective and existing enterprise clients across the full sales lifecycle, from early discovery and opportunity qualification through to solution shaping, proposal development, and commercial closure.

You will act as a trusted advisor and technical authority, helping clients articulate their automation ambitions and confidently positioning Roboyo’s end-to-end service offerings — spanning RPA, Agentic AI, Intelligent Document Processing, Low Code & Pro Code application development and more. You will collaborate closely with the Sales team, delivery leads, and solution architects to design solutions & craft compelling, differentiated proposals that translate client needs into concrete business outcomes.

This role is ideal for a commercially minded technologist who thrives in client-facing environments, enjoys working across a broad range of industries, and wants to shape how AI & Intelligent Automation is sold and positioned at the enterprise level.

Key Responsibilities

Client Advisory & Pre-Sales Engagement

• Lead and support client discovery sessions, workshops, and executive briefings to understand automation maturity, strategic objectives, and target use cases.

• Act as a trusted advisor throughout the pre-sales lifecycle, articulating Roboyo’s value proposition and positioning solutions tailored to specific client contexts.

• Engage early-stage prospects to clarify business needs, identify high-impact automation opportunities, and build credibility across both business and IT stakeholders.

• Deliver compelling demonstrations of Agentic AI, RPA, IDP, and related platforms — aligned to client-specific use cases and industries.

Solution Scoping & Architecture

• Lead high-level solution scoping and architecture definition in collaboration with delivery and technical teams.

• Translate complex enterprise requirements into practical, scalable automation solution approaches using Roboyo’s technology stack and delivery methodology.

• Produce high-quality pre-sales artefacts: solution overviews, effort estimates, automation business cases, ROI models, and RFP/RFI responses.

• Contribute to and review Statements of Work (SoWs) and commercial proposals, ensuring technical accuracy and alignment with delivery capability.

Proposal & Content Development

• Lead and coordinate the creation of bespoke client proposals, pitch decks, and solution narratives that clearly articulate business outcomes and differentiation.

• Build and maintain a library of reusable pre-sales assets, use case frameworks, industry-specific points of view, and automation ROI benchmarks.

• Collaborate with marketing and alliances teams to align pre-sales positioning with partner ecosystems (UiPath, Microsoft, Appian, Celonis, Anthropic, Google etc.).

Demos, PoCs and Enablement

• Design, build, and deliver tailored product demonstrations and Proof of Concepts (PoCs) that bring Roboyo’s Agentic Automation capabilities to life in the context of a client’s specific industry, processes, and technology environment.

• Own the end-to-end PoC lifecycle — from scoping and success criteria definition through build, execution, and readout — ensuring outcomes are measurable, compelling, and commercially relevant.

• Develop a portfolio of repeatable, modular demo environments covering core platform capabilities: UiPath Agentic Automation, Intelligent Document Processing (IDP), Process Mining, Test Automation, and AI-powered workflows.

• Collaborate with delivery architects to ensure PoC solutions reflect production-grade standards and can credibly transition into full engagements.

Innovation & Experimentation

• Proactively explore and prototype new automation and AI capabilities (including Agentic AI, LLM integrations, and multimodal automation) to build Roboyo’s demo library ahead of market demand.

• Rapidly develop concept-level prototypes to validate technical feasibility and business value during competitive sales situations or early-stage client conversations.

• Partner with Roboyo’s technology alliances (UiPath, Microsoft, and others) to access pre-release capabilities and co-develop joint demos for strategic accounts.

Client Workshop Facilitation

• Lead immersive, hands-on automation workshops and innovation days with client teams — helping them experience Roboyo’s capabilities first-hand and move from interest to commitment.

• Facilitate value discovery sessions that use live demos and rapid prototyping to co-create automation roadmaps with clients, accelerating deal progression and solution buy-in.

Client Delivery Oversight & Cross-Functional Collaboration

• Act as an SME & Delivery QA across our main key accounts

• Work closely with account executives to qualify opportunities, define win strategies, and support pipeline development.

• Partner with delivery architects and project leads to ensure proposed solutions are technically sound, deliverable, and commercially viable.

• Feed client and market insight back into Roboyo’s service development, capability building, and go-to-market strategy.

• Represent Roboyo at

Similar jobs

• Technical Professional Services Lead — Sardine · Remote
• Senior Pre-Sales Engineer — Convera · Work From Home - USA
• Technical Solutions Consultant (Pre-Sales) — Candidhealth · New York City
• Senior Presales Engineer — Twilio · Remote
• Solution Engineer (Pre-Sales) — Zip · Remote
• Technical Solutions Lead — Bugcrowd · Remote
• Principal Presales Engineer — Twilio · Remote
• Pre Sales Engineer — Tulip · Somerville, MA