01
TRPD-26-06265
Sales/Account Overlay Analyst (Business Case & Credit/Risk Insights)
Senior client-facing overlay role supporting Key Account Managers and Territory Managers by translating Rubix Business Check Reports (credit/financial/risk insights) into quantified, evidence-based business cases for pursuits and cross-sell pitches. The person will run live report-interpretation sessions with prospects/clients, build written ROI/cost-of-inaction narratives in rupees, and collaborate in-room with closers without owning the relationship or quota, measured on shared pursuit outcomes (e.g., win-rate lift).
Position summary
- Location
- India
- Workplace
- On-site
- Employment
- Full Time
- Experience
- Minimum 12 years and Maximum 16 years
Role overview
Why This Role Matters.
Senior client-facing overlay role supporting Key Account Managers and Territory Managers by translating Rubix Business Check Reports (credit/financial/risk insights) into quantified, evidence-based business cases for pursuits and cross-sell pitches. The person will run live report-interpretation sessions with prospects/clients, build written ROI/cost-of-inaction narratives in rupees, and collaborate in-room with closers without owning the relationship or quota, measured on shared pursuit outcomes (e.g., win-rate lift).
Your Impact
Deliver Enterprise Value
Help organisations solve complex business problems through modern technology, consulting expertise and measurable outcomes.
Collaboration
Work Across Teams
Collaborate with consultants, architects, engineers and client stakeholders throughout the project lifecycle.
Growth
Learn Continuously
Gain exposure to enterprise technologies, certifications, mentoring and real-world project experience.
Career Path
Grow With Ubique
Build a long-term consulting career with opportunities to take on greater responsibility and leadership over time.
Responsibilities
What You'll Be Doing.
Every role at Ubique contributes directly to solving meaningful business challenges for our clients.
02
Build the quantified business case for each supported pursuit that quantifies the client's cost of doing nothing, in rupees — the pipeline standard is written evidence, not a verbal understanding.
03
Run the report-interpretation session with prospects and clients, walking the client through what a Rubix Business Check Report actually shows and how to act on it.
04
Work with the Territory Manager on every cross-sell pitch, building the case for expanding an account rather than replacing the rep in front of the client — the Territory Manager stays in the room and stays credible in it.
05
Deep product fluency — someone who can already read a Rubix Business Check Report fluently and translate it into a client-facing argument, not just explain the product internally.
06
Strong analytical ability — comfortable building a quantified, evidence-based business case rather than a qualitative pitch.
07
Client-facing confidence — able to hold a room in a live pursuit alongside a closer without competing with them for it.
Technology stack
Tools & Technologies.
The platforms and technologies you'll use to build modern, enterprise-grade solutions.
01
credit report
Required
02
risk scorecard
Required
03
financial statements
Required
04
balance sheet
Required
05
financial ratios
Required
06
business case
Required
07
ROI
Required
08
cost of inaction
Required
09
value-based selling
Required
10
consultative selling
Required
11
report interpretation
Required
12
pipeline evidence
Required
Requirements
Skills & Experience.
We value curiosity, collaboration and continuous learning. If you don't meet every requirement but believe you can make an impact, we'd still love to hear from you.
Essential
Required Qualifications
Financial and business analysis (balance sheets, ratios)
Credit/risk report and scorecard interpretation
Quantified business case development (including cost of doing nothing)
Consultative/value-based selling (translating analysis into commercial argument)
Client-facing presentation and facilitation (running live report-interpretation sessions)
Clear written and verbal communication for non-analyst stakeholders
Cross-functional collaboration with sales (overlay support alongside Territory Manager/closer)
Comfort working in an overlay/shared-outcome mandate
Preferred
Nice to Have
Exposure to supporting a B2B sales cycle
MBA or equivalent (in addition to bachelor’s degree)
Business intelligence background (as prior experience area)
What you'll gain
More Than Just A Job.
We're committed to helping every team member grow professionally, personally and technically while working on meaningful projects.
Global Exposure
Collaborate with international clients and multicultural teams on enterprise programmes.
Continuous Learning
Expand your expertise through mentoring, certifications and hands-on project experience.
Career Growth
Take ownership, develop leadership skills and grow your consulting career over time.
Flexible Working
Hybrid and remote collaboration designed around trust and delivering exceptional outcomes.
People First
Join a supportive culture where collaboration, respect and long-term relationships come first.
Enterprise Projects
Work on meaningful technology initiatives for leading organisations across industries.
Apply
Apply for Sales/Account Overlay Analyst (Business Case & Credit/Risk Insights)
One page, about two minutes. We only ask for what we actually need to have a first conversation.