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Pre-Sales Operations Specialist - Remote

Posted 2 days ago

Overview

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.

In Short

  • 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.

Requirements

  • 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.

Benefits

  • Opportunity to work remotely.
  • Collaborative work environment.
  • Professional development opportunities.
  • Supportive leadership and team.

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