Pre-Sales Project Manager - REMOTE USA

Acliviti Consulting Group, LLC•Chicago, IL

3d•Remote

About The Position

We are seeking a Technical Presales Project Manager to support our Presales team by turning customer discovery and technical conversations into high-quality solution documentation, coordinating presales activities, and building AI-powered tools that improve how we sell and deliver our solutions. This is a hands-on technical role for someone who combines technical fluency, project coordination, strong communication, and a builder mindset.

Requirements

3+ years of project, program, or operations management experience, managing multiple concurrent workstreams.
Experience creating or maintaining SOWs, solution designs, pricing models, requirements, or project documentation.
Experience coordinating cross-functional teams and processes where work moves between multiple stakeholders, approvals, and deadlines.
Strong ability to organize ambiguous information, identify gaps, track dependencies, and drive work to completion.
Experience working in or supporting Sales, Presales, Customer Experience, Contact Center, SaaS, or technology environments.
Strong technical writing and documentation skills, with the ability to translate complex conversations into structured, professional deliverables.
Comfortable working with AI tools and emerging technology, with demonstrated interest in using AI to improve workflows and productivity.
Strong analytical skills and enough technical fluency to review AI-generated technical content, identify inconsistencies, and know when something requires expert review.
Experience using project management, CRM, PSA, or workflow tools such as Rocket Lane, Salesforce, Jira, Asana, Monday.com, Smartsheet, or similar platforms.
Highly organized, detail-oriented, proactive, and comfortable managing multiple fast-moving priorities simultaneously.
Deep curiosity and a continuous-improvement mindset—someone who naturally looks for ways to make a process better, faster, and more scalable.

Nice To Haves

Experience in CCaaS, CX, contact center technology, or technology consulting.
Experience working with AI/LLM tools, automation, agents, or workflow automation.
Familiarity with Cognigy, NICE CXone, Genesys, Five9, or similar platforms.

Responsibilities

Translate customer meetings, transcripts, notes, and recordings into solution designs, scope summaries, requirements, pricing inputs, and customer-ready documentation.
Prepare deliverables to approximately 80% completion for Solutions Architect review.
Coordinate presales activities, action items, deadlines, and stakeholder follow-up across multiple opportunities.
Maintain accurate opportunity documentation in Salesforce, Rocket Lane, SharePoint, and related systems.
Support clean and complete Presales-to-Delivery handoffs.
Identify repetitive work and build AI tools, prompts, workflows, scripts, templates, and agents to automate it.
Identify gaps, assumptions, and inconsistencies and escalate them appropriately.
Help extend successful AI workflows into Engineering, Architecture, Project Management, and other teams.