Presales Associate

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

📋 Description

• Conduct targeted outbound outreach to current and potential client contacts on behalf of Client Partners.

• Utilize CRM tools to accurately send, monitor, and document all communications.

• Implement standardized tags and notes to capture the context and results of outreach efforts.

• Collaborate with Client Partners to ensure messaging is consistent with account history and objectives.

• Uphold data accuracy and consistency to facilitate reporting and future automation initiatives.

• Record recurring outreach patterns and identify opportunities for process enhancement.

• Manage daily operations within Salesforce, Pipeliner, and Revenoid to sustain workflow momentum.

• Present successful "Personalization Patterns" to the MCAE Lead for inclusion in broader Marketing Cloud Account Engagement automated tracks.

• Provide a bi-weekly "Friction Report" to the Tech Enablement/Product team highlighting manual tasks that are "Ready for Automation" based on their volume and repeatability.

⛳️ Requirements

• Solid understanding of B2B sales processes, ideally within staffing or professional services sectors.

• Practical experience with CRM systems, with a preference for Salesforce.

• Operational Content Creation: Skill in crafting high-context, personalized sales messages that align with brand voice while documenting the triggers used for that personalization.

• Process Documentation: Demonstrated ability to translate manual workflows into step-by-step logic suitable for Salesforce Flow requirements.

• Data Integrity Mindset: A thoughtful approach to CRM data entry, recognizing that a missed tag today can disrupt AI models tomorrow.

• Strongly Preferred Experience in sales enablement, sales operations, or RevOps.

• Familiarity with AI-assisted tools for content generation, enrichment, and automation.

• Comfortable working within transitional and evolving systems.

🏝️ Benefits

• Health insurance

• Paid time off

• Remote work options