Pre-Sales Operations Specialist - Remote

Overview

The Pre-Sales Operations Specialist is responsible for providing essential operational, administrative, and outbound support to the Sales organization, ensuring consistent pipeline generation and supporting the company’s revenue goals.

In Short

• Coordinate client meetings and manage event attendee lists.
• Conduct outbound outreach to fill appointment calendars.
• Create and execute product-specific nurture campaigns.
• Facilitate operational alignment meetings across departments.
• Execute outreach to schedule meetings with bank prospects.
• Manage leads and ensure timely follow-up.
• Maintain accurate Salesforce records and reporting.
• Support process improvements and efficiencies.
• Collaborate with Sales, Marketing, and Product teams.
• Work in a fast-paced environment with strong time management.

Requirements

• 1-3 years of related experience.
• Proficiency in Salesforce CRM.
• Experience in marketing campaign management.
• Outbound sales or appointment setting skills.
• Strong organizational and communication skills.
• Ability to work cross-functionally.
• Experience with outbound automation platforms.
• Familiarity with SaaS sales motions.
• Event-driven outreach experience.

Benefits

• Comprehensive health coverage.
• 401(k) plan with company contribution.
• Paid time off including vacation and parental leave.
• Discretionary year-end bonuses.
• Flexible remote and hybrid work options.
• Ongoing learning and development opportunities.
• Wellness programs and team member discounts.
• Community engagement opportunities.