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Anuj Kapoor

Head of Presales | Solutions Engineer | Onboarding & Implementation | Cross-Border Payments & Treasury | Sales Operations | GTM & Business Development | Forward Deployed Engineer

Bengaluru

10+ years of work experience

Finmo
Jan 20251 yr 10 mosPresent

Promoted to lead BD, pre-sales, and onboarding as one team that owns the whole thing - which meant building the architecture, not managing the queue. SOLUTIONS ENGINEERING The technical person in the room on every strategic deal. What a customer asks for is rarely how they work today, so I map the workflow first, then classify each need as supported, scoped, or bespoke before anyone commits commercially. Then the design - multi-currency flows, wallet hierarchies, FX routing, maker-checker controls - bounded by what our banking partners can support per corridor. Demos run on the customer's own flows and numbers instead of a generic deck. Evaluations end in a decision. My last enterprise POC ran 12 weeks across 5 entities, four proof points signed off before kickoff - the board got a documented go/no-go, not a feeling. Deals stall on one unconvinced person, so every stakeholder gets their own reason to say yes. On a universal bank deal that was seven, across treasury, risk, compliance and the C-suite, with regulatory vetting running parallel to the POC. Six months off the cycle. Field patterns go back to Product every six weeks: the top five, how many customers asked, the cost of not building it. REVENUE ARCHITECTURE Built an in-house outbound engine from scratch - cold calling infrastructure, email deliverability, CRM automation. Replaced a $10K/month outsourced setup. Ran discovery calls and ICP interviews to find what was resonating. What we thought we were selling and what customers were buying weren't the same thing. That gap changed how we positioned and sold. Deals spanned local and cross-border payments across APAC, UK, EUR, and US - different regulatory environments, different buyer profiles, different definitions of "fast." Same commercial rigour throughout. Hired across BD, pre-sales, and onboarding - from just me to a functioning multi-vertical function. If a deal needs to be sourced, solutioned, structured, and landed, this function owns it.
Finmo
Nov 20231 yr 3 mosJan 2025

Finmo's pre-sales and onboarding function didn't exist when I joined. Founders and engineers were handling it between product sprints. That was the brief: take it off their plate and build something real. Joined as a founding team member when the company was under 20 people. The title said enablement. The actual job was: build the commercial function from zero. API and solutioning background was already solid. The gap was payments - rails, flows, how money actually moves across corridors. Two months in, I was solutioning live deals. Urgency does that. Built the processes around pre-sales and onboarding from scratch. Handled 120+ merchant onboardings alone in the first year - SMBs to enterprise, local and cross-border, across APAC markets. Laid the foundation for everything that came after.
Exotel
May 20236 mosOct 2023

Bengaluru, Karnataka, India

Exotel
May 20221 yrApr 2023

Bengaluru, Karnataka, India

Exotel
May 20211 yrApr 2022

Bengaluru, Karnataka, India

WebEngage
Sep 20209 mosMay 2021

Bengaluru, Karnataka, India

Exotel Techcom Private Limited
Feb 20208 mosSep 2020

Bengaluru, Karnataka, India

Exotel Techcom Private Limited
Oct 20181 yr 6 mosMar 2020

Bengaluru, Karnataka, India

No playbook. No team. No defined process for the SME segment. Built it all inside six months. Joined as the sales hire focused on the Indian SME market for Exotel's cloud communications and CPaaS platform. Started alone, built the team to seven - hiring, structuring compensation, setting annual targets, and running forecast cycles from scratch. The product required real solutioning. SME buyers weren't buying software - they were automating business processes using Exotel's enterprise communication platform and API integrations. Every deal involved understanding how a business actually ran before proposing how to change it. Worked directly with CXOs, business heads, technology leads, and SI partners to get there. Built the internal product training documentation that the sales, support, and product teams still use today. On the automation side - integrated Pipedrive and Exotel APIs using Google App Scripts to eliminate manual steps in the sales process. Nobody asked for it. It just needed to exist. One quarter: onboarded 100 car dealerships in a single month - registration, account setup, and payment collection handled end to end. The SME segment went from an afterthought to a structured, running revenue function. That was the job.
Exotel Techcom Private Limited
Jun 20171 yr 5 mosOct 2018

Bengaluru, Karnataka, India

First job out of college. No sales background. Mechanical Engineering degree. Didn't matter - within six months I was handling API integrations and custom solutions alongside closing deals. Joined a lean team where the lines between sales and implementation didn't really exist. You closed the customer, you onboarded them. You solutioned the integration, you saw it through. That early blurring of roles is probably why I ended up building functions that own the full journey later. On the technical side - consulted on Exotel API integrations with CRMs, handled custom integration requirements, and educated buyers on where cloud communications fit into their actual growth plans. Not just features. Fit. Won the Exotel Alice Award for best performer in 2018 - overachieved annual targets in my first year, one bad month and all. Small team, high accountability, no room to hide. Took on hiring, training, and performance tracking before the role officially changed. That part wasn't in the job description either.
Apr 20161 yr 1 moApr 2017

Mumbai Metropolitan Region

Anuj’s AI Stack

claude code
claude code
claude
claude
elevenlabs
elevenlabs
gemini
gemini
lovable
lovable
mcp
mcp

Education

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

MBA-TECH, Mechanical Engineering and MBA in Marketing

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

20125 yrs2017

D.A.V public school

200110 yrs2011

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Headline

Head of Presales | Solutions Engineer | Onboarding & Implementation | Cross-Border Payments & Treasury | Sales Operations | GTM & Business Development | Forward Deployed Engineer

About

Most people in fintech pick a lane - Sales, or Solutions, or Implementation. I've never been able to. Turns out, that's the whole advantage. My work sits across Business development, GTM strategy, Presales and implementation. I source deals, design the solution, then stay in until the customer goes live. That full-journey view is rare in complex financial infrastructure and it changes how you sell, build, and solve problems. On the payments side, I've worked on local and cross-border solutions across APAC, EU, UK and US. The kind of multi-corridor builds where every market has different rails, different compliance requirements, and a different definition of "fast." Getting Southeast Asia local payments to work cleanly while keeping EUR settlement intact is a different kind of problem than the documentation suggests. On the Treasury side, I've designed multi-currency fund flow architectures - nested wallets, FX routing, governance controls - for companies evaluating us against players 10x our size. I've demonstrated cash forecasting models that changed how CFOs thought about idle cash. And I've built outbound engines from scratch - cold calling infrastructure, email deliverability systems, CRM automation and generated SAL's month on month with no existing playbook. I had 30 days to onboard 100 accounts once. The playbook didn't exist yet. But built it while running it. Right now I'm building AI agents for prospect research, contact enrichment, workflow automation to enable SDR's and BDEs focusing on closing. I think this is where sales ops is heading, and I'd rather figure it out now than catch up later. If you're building payment infrastructure across corridors, stress-testing treasury tooling, or starting an outbound engine from zero - DM me. I've probably made the mistake you're about to make.

Location

Bengaluru

AI stack

claude code

claude

elevenlabs

gemini

lovable

mcp

Work experience

Director - Business Development, Pre-sales and Onboarding at Finmo, Jan 2025 - Present · 1 yr 10 mos, Promoted to lead BD, pre-sales, and onboarding as one team that owns the whole thing - which meant building the architecture, not managing the queue. SOLUTIONS ENGINEERING The technical person in the room on every strategic deal. What a customer asks for is rarely how they work today, so I map the workflow first, then classify each need as supported, scoped, or bespoke before anyone commits commercially. Then the design - multi-currency flows, wallet hierarchies, FX routing, maker-checker controls - bounded by what our banking partners can support per corridor. Demos run on the customer's own flows and numbers instead of a generic deck. Evaluations end in a decision. My last enterprise POC ran 12 weeks across 5 entities, four proof points signed off before kickoff - the board got a documented go/no-go, not a feeling. Deals stall on one unconvinced person, so every stakeholder gets their own reason to say yes. On a universal bank deal that was seven, across treasury, risk, compliance and the C-suite, with regulatory vetting running parallel to the POC. Six months off the cycle. Field patterns go back to Product every six weeks: the top five, how many customers asked, the cost of not building it. REVENUE ARCHITECTURE Built an in-house outbound engine from scratch - cold calling infrastructure, email deliverability, CRM automation. Replaced a $10K/month outsourced setup. Ran discovery calls and ICP interviews to find what was resonating. What we thought we were selling and what customers were buying weren't the same thing. That gap changed how we positioned and sold. Deals spanned local and cross-border payments across APAC, UK, EUR, and US - different regulatory environments, different buyer profiles, different definitions of "fast." Same commercial rigour throughout. Hired across BD, pre-sales, and onboarding - from just me to a functioning multi-vertical function. If a deal needs to be sourced, solutioned, structured, and landed, this function owns it.

Manager- Customer Enablement and Success at Finmo, Nov 2023 - Jan 2025 · 1 yr 3 mos, Finmo's pre-sales and onboarding function didn't exist when I joined. Founders and engineers were handling it between product sprints. That was the brief: take it off their plate and build something real. Joined as a founding team member when the company was under 20 people. The title said enablement. The actual job was: build the commercial function from zero. API and solutioning background was already solid. The gap was payments - rails, flows, how money actually moves across corridors. Two months in, I was solutioning live deals. Urgency does that. Built the processes around pre-sales and onboarding from scratch. Handled 120+ merchant onboardings alone in the first year - SMBs to enterprise, local and cross-border, across APAC markets. Laid the foundation for everything that came after.

Manager- Onboarding at Exotel, May 2023 - Oct 2023 · 6 mos, Bengaluru, Karnataka, India

Associate Manager- Onboarding at Exotel, May 2022 - Apr 2023 · 1 yr, Bengaluru, Karnataka, India

Enterprise Solutions Engineer at Exotel, May 2021 - Apr 2022 · 1 yr, Bengaluru, Karnataka, India

Onboarding Manager at WebEngage, Sep 2020 - May 2021 · 9 mos, Bengaluru, Karnataka, India

Enterprise Sales Manager at Exotel Techcom Private Limited, Feb 2020 - Sep 2020 · 8 mos, Bengaluru, Karnataka, India

Lead Sales Engineer at Exotel Techcom Private Limited, Oct 2018 - Mar 2020 · 1 yr 6 mos, Bengaluru, Karnataka, India, No playbook. No team. No defined process for the SME segment. Built it all inside six months. Joined as the sales hire focused on the Indian SME market for Exotel's cloud communications and CPaaS platform. Started alone, built the team to seven - hiring, structuring compensation, setting annual targets, and running forecast cycles from scratch. The product required real solutioning. SME buyers weren't buying software - they were automating business processes using Exotel's enterprise communication platform and API integrations. Every deal involved understanding how a business actually ran before proposing how to change it. Worked directly with CXOs, business heads, technology leads, and SI partners to get there. Built the internal product training documentation that the sales, support, and product teams still use today. On the automation side - integrated Pipedrive and Exotel APIs using Google App Scripts to eliminate manual steps in the sales process. Nobody asked for it. It just needed to exist. One quarter: onboarded 100 car dealerships in a single month - registration, account setup, and payment collection handled end to end. The SME segment went from an afterthought to a structured, running revenue function. That was the job.

Inside Sales Engineer at Exotel Techcom Private Limited, Jun 2017 - Oct 2018 · 1 yr 5 mos, Bengaluru, Karnataka, India, First job out of college. No sales background. Mechanical Engineering degree. Didn't matter - within six months I was handling API integrations and custom solutions alongside closing deals. Joined a lean team where the lines between sales and implementation didn't really exist. You closed the customer, you onboarded them. You solutioned the integration, you saw it through. That early blurring of roles is probably why I ended up building functions that own the full journey later. On the technical side - consulted on Exotel API integrations with CRMs, handled custom integration requirements, and educated buyers on where cloud communications fit into their actual growth plans. Not just features. Fit. Won the Exotel Alice Award for best performer in 2018 - overachieved annual targets in my first year, one bad month and all. Small team, high accountability, no room to hide. Took on hiring, training, and performance tracking before the role officially changed. That part wasn't in the job description either.

Employee Engagement Enthusiast at GoCollab, Apr 2016 - Apr 2017 · 1 yr 1 mo, Mumbai Metropolitan Region

Education

MBA-TECH, Mechanical Engineering and MBA in Marketing, SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

D.A.V public school

Public links

github: https://github.com/anujkapoor-arch