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HSI

Pre-Sales Operations Specialist I

Sorry, this job was removed at 08:06 a.m. (EST) on Wednesday, Jul 23, 2025
Remote
Hiring Remotely in United States
Remote
Hiring Remotely in United States

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Description

The Pre-Sales Operations Specialist supports Customer Success Managers (CSMs), National Sales Executives (NSEs) and Account Executives (AEs) by ensuring pre-sales accurate deal entry. This role focuses on Salesforce administration, contract preparation, and sales order process governance to improve operational efficiency.

Essential Functions:

  • Assist with pre-sales inquiries and order forms to streamline the sales process.
  • Ensure contract and opportunity data accuracy within Salesforce.
  • Collaborate with sales leadership to train new sales representatives on CRM processes and tools.
  • Manage and troubleshoot Salesforce integrations related to pre-sales activities.
  • Support the transition of new deals into the accounting system, ensuring data accuracy.
  • Participate in process improvement initiatives to enhance pre-sales efficiency.
  • Handle special projects as assigned by leadership.

Competencies:

  • Attention to Detail: Ensure accuracy in order forms, contract changes, and CRM entries.
  • Logical Thinking: Understand relational data and maintain process integrity.
  • Passion: Demonstrate engagement in supporting internal stakeholders.
  • Impact: Proactively address challenges and ensure smooth deal progression.
  • Problem Solving: Apply analytical skills to resolve pre-sales operational issues.
Requirements
  • Minimum 3 years of experience in sales or customer service support with strong Salesforce CRM expertise.
  • Bachelor’s degree preferred; equivalent experience accepted
  • Proficiency in MS Office, especially Excel (advanced preferred), and Salesforce.
Benefits
  • All the coverage you would expect- health, dental, vision, etc. 
  • Work-from-home environment.
  • Generous vacation time. 
  • Retirement benefits. We want to support your future and offer a generous $1:$1 company match.
  • Career Growth: Full access to our LMS, learning resources and tuition reimbursement opportunity

This position has a hourly range of $19-$21 USD. Where an applicant will ultimately fall within the stated range depends on a variety of factors, including, for example, geographic location and level of experience.

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