Presales Operations Specialist
Location
United States
Posted
6 days ago
Salary
Not specified
Seniority
Mid Level
No structured requirement data.
Job Description
Job Title: Specialist, Presales Operations
- Create and manage opportunities in the CRM (e.g., Salesforce) following defined processes.
- Manage incoming presales requests and ensure timely responses.
- Support proposal, pricing, and SOW development using approved templates and guidance.
- Apply standard discount guidelines and escalate non-standard pricing for approval.
- Track renewals, recurring maintenance opportunities, and quote expirations.
- Maintain accurate account and opportunity data, including deal notes, SKUs, and pricing.
- Monitor deal progress and flag missing or outdated information.
- Support CRM data integrity and pipeline hygiene.
- Submit complete and accurate internal order documentation.
- Assist with post-sales handoffs by ensuring required documentation is completed and shared.
- Coordinate with Sales, Delivery, Finance, and Legal to gather information and resolve basic issues.
- Provide routine reporting on pipeline activity, proposals, and opportunity status.
- Assist with QBRs and internal forecasting preparation.
- Follow established SOPs, templates, and workflows.
- Handle confidential customer and company information appropriately.
- Perform other duties as assigned.
- Strong organizational and time management skills.
- High attention to detail with a process-driven mindset.
- Proficiency in Microsoft Office (Excel, Word, Outlook).
- Basic experience with CRM systems (Salesforce preferred).
- Strong written and verbal communication skills.
- Ability to work effectively in a team-oriented environment.
- Bachelor’s degree in Business, Operations, or a related field, or equivalent experience.
- 2+ years of experience in sales support, sales operations, proposal coordination, or a similar role.
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