The Pre-Sales Operations Specialist assists Customer Success Managers, National Sales Executives, and Account Executives by ensuring accurate deal entry in Salesforce, preparing contracts, and governing the sales order process. This role focuses on improving operational efficiency and involves training new sales representatives, managing Salesforce integrations, and participating in process improvement initiatives.
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.
- 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.
Top Skills
Excel
MS Office
Salesforce
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What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
