Presales Associate

Role Details:

• Exp: 1-3 yrs
• Position: Sales Analyst/Presales Associate
• Location: Remote
• Shift Timing: Night Shift (CST)

Day-to-Day Responsibilities:

• Execute personalized outbound outreach to existing/prospective client contacts on behalf of Client Partners.
• Use CRM tools to send, track, and log all communications accurately.
• Apply standardized tags and notes to capture context and outreach outcomes.
• Coordinate with Client Partners to ensure messaging aligns with account history and intent.
• Maintain data accuracy and consistency to support reporting and future automation.
• Document recurring outreach patterns and flag opportunities for process improvement.

Tooling Collaboration & Interim Automation Support

• Current Execution: Daily operations within Salesforce, Pipeliner, and Revenoid to maintain momentum.
• MCAE Alignment: Submit successful \"Personalization Patterns\" to the MCAE Lead to be considered for broader Marketing Cloud Account Engagement automated tracks.
• Product Feedback Loop: Bi-weekly \"Friction Report\" delivered to the Tech Enablement/Product team identifying manual tasks that are \"Ready for Automation\" based on volume and repeatability. (The team building 'Agentforce')

Required Skills & Experience

Core Skills

• Strong understanding of B2B sales workflows, preferably staffing or professional services.
• Hands-on experience with CRM systems (Salesforce preferred).
• Operational Content Creation: Ability to draft high-context, 1-to-1 sales messages that adhere to brand voice while documenting the triggers used for that personalization.
• Process Documentation: Proven ability to map manual workflows into step-by-step logic that can be translated into Salesforce Flow requirements.
• Data Integrity Mindset: Approach to CRM entry, understanding that a missed tag today means a broken AI model tomorrow.

Strongly Preferred

• Exposure to sales enablement, sales operations, or RevOps.
• Familiarity with AI-assisted tools (content generation, enrichment, automation).

Comfort working in transitional, evolving systems