The Pre-Sales Operations Specialist supports sales teams by ensuring accurate deal entry, managing Salesforce data, and improving pre-sales processes.
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.
- 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.
- All the coverage you would expect- health, dental, vision, etc.
- Work-from-home environment.
- Generous vacation time.
- Retirement benefits. We want to support your future and offer a generous $1:$1 company match.
- Career Growth: Full access to our LMS, learning resources and tuition reimbursement opportunity
This position has a hourly range of $21-24 USD. Where an applicant will ultimately fall within the stated range depends on a variety of factors, including, for example, geographic location and level of experience.
Top Skills
Excel
MS Office
Salesforce
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