Offer summary

Qualifications:

Minimum 3 years of experience in sales or customer service support., Strong expertise in Salesforce CRM is essential., Bachelor’s degree preferred, or equivalent experience accepted., Proficiency in MS Office, particularly advanced Excel skills..

Key responsibilities:

Support Customer Success Managers, National Sales Executives, and Account Executives with pre-sales deal entry.

Ensure accuracy of contract and opportunity data within Salesforce.

Train new sales representatives on CRM processes and tools in collaboration with sales leadership.

Manage Salesforce integrations related to pre-sales activities and support the transition of new deals into the accounting system.

Job description

The Pre-Sales Operations Specialist supports Customer Success Managers (CSMs), National Sales Executives (NSEs) and Account Executives (AEs) by ensuring pre-sales accurate deal entry. This role focuses on Salesforce administration, contract preparation, and sales order process governance to improve operational efficiency.

Essential Functions:

Assist with pre-sales inquiries and order forms to streamline the sales process.
Ensure contract and opportunity data accuracy within Salesforce.
Collaborate with sales leadership to train new sales representatives on CRM processes and tools.
Manage and troubleshoot Salesforce integrations related to pre-sales activities.
Support the transition of new deals into the accounting system, ensuring data accuracy.
Participate in process improvement initiatives to enhance pre-sales efficiency.

Handle special projects as assigned by leadership.

Competencies:

Attention to Detail: Ensure accuracy in order forms, contract changes, and CRM entries.
Logical Thinking: Understand relational data and maintain process integrity.
Passion: Demonstrate engagement in supporting internal stakeholders.
Impact: Proactively address challenges and ensure smooth deal progression.
Problem Solving: Apply analytical skills to resolve pre-sales operational issues.

Requirements

Minimum 3 years of experience in sales or customer service support with strong Salesforce CRM expertise.
Bachelor’s degree preferred; equivalent experience accepted
Proficiency in MS Office, especially Excel (advanced preferred), and Salesforce.

Required profile