Anjali Bajaj

📅 04 December 2023 – Present

Markets: India, Australia, South Africa & Middle East (Saudi Arabia, Oman, UAE)

• Work as a Business Consultant for a project management and ERP SaaS platform supporting construction and project-driven organizations.
• Conduct discovery calls and client meetings to understand project workflows, operational challenges, budgeting needs, and reporting structures.
• Translate business requirements into solution-aligned product demonstrations, mapping use cases to modules such as project planning, task tracking, cost control, workforce management, and dashboards.
• Deliver structured demos aligned with the client’s project lifecycle and business objectives.
• Collaborate with product and internal teams to communicate customization requirements, feature gaps, and client feedback.
• Support pricing discussions, proposal drafting, and commercial negotiations during the sales cycle.
• Engage with multiple stakeholders including project managers, operations heads, finance teams, founders, and leadership.
• Support lead generation and qualification, and work closely with marketing teams to optimize ad messaging and campaigns based on customer pain points.
• Act as a bridge between sales, product, and customers to ensure solution clarity and deal success.

• Acted as a client-facing solution consultant, managing continuous interactions with business users to understand operational workflows and platform usage requirements.
• Conducted solution walkthroughs and functional demonstrations to explain product capabilities, workflows, and reporting features in a business-friendly manner.
• Coordinated with internal product and operations teams to communicate client requirements, feedback, and enhancement requests.
• Supported client onboarding and configuration activities, ensuring smooth adoption of the platform.
• Assisted in requirement documentation and clarification, helping internal teams align solutions with client expectations.

📅 1 Year 2 Months

• Conducted discovery conversations to understand customer needs, learning goals, and platform expectations.
• Delivered solution-oriented product demos, explaining features, dashboards, progress tracking, and reporting.
• Collected customer requirements and feedback related to usability and customization.
• Collaborated with internal product and academic teams to communicate insights and improvement areas.
• Supported pricing discussions and subscription plan recommendations based on customer requirements.
• Maintained structured email communication, documentation, and follow-ups throughout the sales cycle.