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 t...