Pre-Sales Operations Specialist I

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.