Pre-Sales Implementation Specialist

Thomson Reuters•Frisco, TX

4d•$150,500 - $279,500•Remote

About The Position

The Pre-Sales Implementation Specialist supports the sales organization by coordinating and advancing customer trials from kickoff through evaluation. This role partners closely with Account Executives and internal stakeholders to ensure trials are launched efficiently, customers receive timely support, usage is monitored, and follow-up actions are completed. The role helps increase seller capacity, improve trial execution, and create a better customer experience during the pre-sale process. As a Pre-Sales Implementation Specialist, you will be accountable for: Trial coordination and execution Coordinate pre-sale trial activities across active opportunities Help manage trial setup, processing, extensions, and follow-up tasks Ensure trial-related requests move efficiently between sales, customers, and internal teams Track milestones, deadlines, and next steps throughout the trial lifecycle Customer outreach and engagement: Conduct customer outreach related to the trial with follow-up communication Support customer engagement during active trials to help maintain momentum Serve as a responsive point of contact for the sales team’s trial-related needs during the evaluation period Internal trial planning Partner with Account Executives and internal stakeholders to plan and manage trial strategy Coordinate internal meetings to review account progress, usage trends, issues, and next steps Help keep internal teams aligned on priorities across multiple simultaneous trials User access and troubleshooting support Assist customers and reps with account access and MyAccount-related issues Troubleshoot common trial obstacles and escalate more complex issues when needed Reduce friction that could prevent customer activation and product usage Usage analysis and reporting Monitor trial activity and usage trends Prepare usage summaries, PowerPoint updates, and other materials to support rep follow-up Identify signals of adoption, engagement gaps, and opportunities for intervention Help translate usage data into actionable insights for the sales team Data and process support Maintain accurate tracking of trial activity and support tasks Build or manage Excel-based reports and trackers related to trials, opportunities, and outcomes Identify ways to standardize trial workflows and improve efficiency Support ongoing process improvement for the future-state trial team

Requirements

Experience in sales support, customer success, SAP orders for managed trials, revenue operations, or trial/program coordination
Strong project coordination and follow-through across multiple workstreams
Comfort working with customer-facing and internal stakeholders
Strong Excel and reporting skills
Ability to analyze product usage data and summarize findings clearly
Strong written communication and organizational skills

Nice To Haves

Experience supporting SaaS trials, pilots, onboarding, or pre-sales workflows is a plus

Responsibilities

Coordinate pre-sale trial activities across active opportunities
Help manage trial setup, processing, extensions, and follow-up tasks
Ensure trial-related requests move efficiently between sales, customers, and internal teams
Track milestones, deadlines, and next steps throughout the trial lifecycle
Conduct customer outreach related to the trial with follow-up communication
Support customer engagement during active trials to help maintain momentum
Serve as a responsive point of contact for the sales team’s trial-related needs during the evaluation period
Partner with Account Executives and internal stakeholders to plan and manage trial strategy
Coordinate internal meetings to review account progress, usage trends, issues, and next steps
Help keep internal teams aligned on priorities across multiple simultaneous trials
Assist customers and reps with account access and MyAccount-related issues
Troubleshoot common trial obstacles and escalate more complex issues when needed
Reduce friction that could prevent customer activation and product usage
Monitor trial activity and usage trends
Prepare usage summaries, PowerPoint updates, and other materials to support rep follow-up
Identify signals of adoption, engagement gaps, and opportunities for intervention
Help translate usage data into actionable insights for the sales team
Maintain accurate tracking of trial activity and support tasks
Build or manage Excel-based reports and trackers related to trials, opportunities, and outcomes
Identify ways to standardize trial workflows and improve efficiency
Support ongoing process improvement for the future-state trial team

Benefits

Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset.
flexible work arrangements, including work from anywhere for up to 8 weeks per year
Grow My Way programming and skills-first approach
flexible vacation
two company-wide Mental Health Days off
access to the Headspace app
retirement savings
tuition reimbursement
employee incentive programs
resources for mental, physical, and financial wellbeing
Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more.
two paid volunteer days off annually
opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
market competitive health, dental, vision, disability, and life insurance programs
competitive 401k plan with company match
competitive vacation, sick and safe paid time off
paid holidays (including two company mental health days off)
parental leave
sabbatical leave
optional hospital, accident and sickness insurance paid 100% by the employee
optional life and AD&D insurance paid 100% by the employee
Flexible Spending and Health Savings Accounts
fitness reimbursement
access to Employee Assistance Program
Group Legal Identity Theft Protection benefit paid 100% by employee
access to 529 Plan
commuter benefits
Adoption & Surrogacy Assistance
Tuition Reimbursement
access to Employee Stock Purchase Plan