Pre-Sales Project Manager

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Convert client meetings, transcripts, notes, and recordings into solution designs, scope summaries, requirements, pricing inputs, and documentation ready for customers.

• Prepare deliverables to an approximate completion level of 80% for review by the Solutions Architect.

• Organize presales activities, action items, deadlines, and follow-ups with stakeholders across various opportunities.

• Ensure accurate documentation of opportunities in Salesforce, Rocket Lane, SharePoint, and other related systems.

• Facilitate smooth and comprehensive handoffs from Presales to Delivery.

• Detect repetitive tasks and develop AI tools, prompts, workflows, scripts, templates, and agents to automate those processes.

• Identify gaps, assumptions, and inconsistencies and escalate them as necessary.

• Assist in expanding successful AI workflows into Engineering, Architecture, Project Management, and other departments.

⛳️ Requirements

• A minimum of 3 years of experience in project, program, or operations management handling multiple concurrent workstreams.

• Proven experience in creating or maintaining SOWs, solution designs, pricing models, requirements, or project documentation.

• Background in coordinating cross-functional teams and processes with various stakeholders, approvals, and deadlines.

• Capability to organize unclear information, identify gaps, track dependencies, and drive tasks to completion.

• Experience in or supporting Sales, Presales, Customer Experience, Contact Center, SaaS, or technology environments.

• Excellent technical writing and documentation abilities.

• Familiarity with AI tools and emerging technologies, with a demonstrated interest in enhancing workflows and productivity.

• Strong analytical skills and sufficient technical fluency to review AI-generated technical content and spot inconsistencies.

• Experience using project management, CRM, PSA, or workflow tools such as Rocket Lane, Salesforce, Jira, Asana, Monday.com, Smartsheet, or similar.

• Highly organized, detail-oriented, proactive, and capable of managing multiple fast-paced priorities.

• Preferred: experience in CCaaS, CX, contact center technology, or technology consulting.

• Preferred: familiarity with AI/LLM tools, automation, agents, or workflow automation.

• Preferred: knowledge of platforms like Cognigy, NICE CXone, Genesys, Five9, or similar.

• Must be authorized to work in the United States.

🏝️ Benefits

• Remote-first work arrangement.

• Opportunity to develop AI-powered tools, prompts, workflows, scripts, templates, and agents.

• Chance to extend successful AI workflows across Engineering, Architecture, Project Management, and other teams.