Senior Pre-Sales, CSM

Posted 1 day ago

This is a fully remote position, open to applicants in Mexico, +1 more country.

📋 Description

• Oversee and expand the customer base in the US and Latin America.

• Take charge of the entire customer experience from the initial demonstration to going live, ensuring adoption and renewal.

• Act as the primary day-to-day liaison for a designated portfolio of customers.

• Lead the onboarding process and go-live phases by collecting requirements and converting pricing logic into actionable strategies and business guidelines.

• Facilitate data integration alongside implementation and R&D teams.

• Educate users, promote adoption, and suggest improvements to pricing strategies.

• Conduct business reviews linked to customer KPIs such as margin, revenue, and pricing competitiveness.

• Recognize renewal risks and identify opportunities for expansion in collaboration with Account Executives.

• Relay customer requests and insights back to the product team.

• Collaborate with Account Executives on opportunities within the Americas from initial discovery to contract signing.

• Guide the business and technical exploration of pricing processes, data sources, ERP, e-commerce, POS, and competitive data requirements.

• Create and present customized demonstrations, workshops, and proof-of-value environments in both English and Spanish.

• Align prospect use cases with pricing strategies, rules, and integrations while defining the implementation scope.

• Manage the technical and functional aspects of RFPs, RFIs, and security questionnaires.

• Ensure a seamless transition from the sales team to the onboarding process.

• Report directly to the Director of Sales and collaborate with Account Executives, implementation, R&D, and product teams.


⛳️ Requirements

• Minimum of 5 years of experience in pre-sales or solutions engineering, customer success, and account management within B2B SaaS or retail technology.

• Experience in retail, encompassing categories, promotions, pricing, and assortment.

• Technical proficiency with data, data feeds, APIs, and system integrations.

• Excellent demonstration and presentation abilities with pricing managers, category managers, and C-level executives.

• Proficient in professional English and Spanish, both written and spoken.

• Residing in Mexico or the US, with authorization to work in those regions.

• Willingness to travel regularly to customers and prospects within the region.

• Capability to work remotely across various time zones and establish processes in a developing region.

• Preferred: experience in pricing within retail, price optimization, revenue management, or competitive price monitoring software.

• Preferred: familiarity with SAP, Oracle, Salesforce Commerce Cloud, Shopify, or VTEX.

• Preferred: advanced skills in Excel, SQL, or Python.

• Preferred: experience with AI or machine-learning-based products.

• Preferred: knowledge of Portuguese.

• Preferred: experience using a CRM system such as HubSpot.


🏝️ Benefits

• Fully remote work options from Mexico or the US.

• Competitive compensation package.

• Be part of a global, experienced team specializing in retail pricing.

• Make a direct impact on new revenue generation and customer retention.

• Opportunity to influence how Quicklizard markets and serves its customers across the Americas.

• A role that integrates both commercial and technical responsibilities.

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