Pre-Sales Implementation Specialist

This is a fully remote position, open to applicants in Michigan, +2 more states.

📋 Description

• Oversee pre-sale trial initiatives across various active opportunities

• Manage the setup, processing, extensions, and follow-up tasks related to trials

• Facilitate the smooth transfer of trial-related requests among sales, customers, and internal teams

• Monitor milestones, deadlines, and subsequent steps throughout the trial lifecycle

• Engage in customer outreach and follow-up communications

• Assist in customer engagement during ongoing trials

• Act as a responsive contact point for sales-related trial needs

• Collaborate with Account Executives and internal stakeholders on trial strategies

• Coordinate internal meetings to assess account progress, usage trends, challenges, and next steps

• Ensure alignment among internal teams across multiple concurrent trials

• Provide assistance to customers and representatives with account access and MyAccount-related issues

• Resolve common trial challenges and escalate more complex issues as necessary

• Monitor trial activities and usage patterns

• Create usage summaries, PowerPoint updates, and materials for representative follow-up

• Identify adoption signals, engagement gaps, and opportunities for intervention

• Convert usage data into actionable insights for the sales team

• Maintain precise tracking of trial activities and support tasks

• Develop or oversee Excel-based reports and trackers

• Standardize trial processes to enhance efficiency

• Contribute to ongoing improvements in future-state trial team processes

⛳️ Requirements

• Background in sales support, customer success, SAP orders for managed trials, revenue operations, or trial/program coordination

• Strong project coordination abilities with effective follow-through across multiple workstreams

• Comfortable collaborating with both customer-facing and internal stakeholders

• Proficient in Excel and reporting

• Capable of analyzing product usage data and clearly summarizing findings

• Excellent written communication and organizational skills

• Experience in supporting SaaS trials, pilots, onboarding, or pre-sales workflows is advantageous

🏝️ Benefits

• Flex My Way supportive workplace policies

• Flexible work arrangements

• Work from anywhere for up to 8 weeks per year

• Grow My Way programming and skills-first development

• Flexible vacation

• Two company-wide Mental Health Days off

• Headspace app access

• Retirement savings

• Tuition reimbursement

• Employee incentive programs

• Resources for mental, physical, and financial wellbeing

• Two paid volunteer days off annually

• Pro-bono consulting project opportunities

• Environmental, Social, and Governance (ESG) initiative opportunities

• Health, dental, vision, disability, and life insurance programs

• Competitive 401k plan with company match

• Competitive vacation, sick and safe paid time off

• Paid holidays, including two company mental health days off

• Parental leave

• Sabbatical leave

• Optional hospital, accident, and sickness insurance

• Optional life and AD&D insurance

• Flexible Spending and Health Savings Accounts

• Fitness reimbursement

• Employee Assistance Program

• Group Legal Identity Theft Protection benefit

• Access to 529 Plan

• Commuter benefits

• Adoption & Surrogacy Assistance

• Employee Stock Purchase Plan