Presales Operations Specialist

Meridian IT•Deerfield, IL

4d•Remote

About The Position

The Presales Operations Specialist is a detail-oriented and proactive team member responsible for supporting Account Managers and Account Directors throughout the sales cycle. This role focuses on accurate execution of presales activities including CRM management, proposal support, internal coordination, and post-sales handoffs. As part of the Presales Operations team, this position helps ensure consistency, efficiency, and operational excellence across customer opportunities while developing foundational knowledge of presales workflows and tools.

Requirements

Strong organizational and time management skills.
High attention to detail with a process-driven mindset.
Proficiency in Microsoft Office (Excel, Word, Outlook).
Basic experience with CRM systems (Salesforce preferred).
Strong written and verbal communication skills.
Ability to work effectively in a team-oriented environment.
Bachelor’s degree in Business, Operations, or a related field, or equivalent experience.
2+ years of experience in sales support, sales operations, proposal coordination, or a similar role.

Responsibilities

Create and manage opportunities in the CRM (e.g., Salesforce) following defined processes.
Manage incoming presales requests and ensure timely responses.
Support proposal, pricing, and SOW development using approved templates and guidance.
Apply standard discount guidelines and escalate non-standard pricing for approval.
Track renewals, recurring maintenance opportunities, and quote expirations.
Maintain accurate account and opportunity data, including deal notes, SKUs, and pricing.
Monitor deal progress and flag missing or outdated information.
Support CRM data integrity and pipeline hygiene.
Submit complete and accurate internal order documentation.
Assist with post-sales handoffs by ensuring required documentation is completed and shared.
Coordinate with Sales, Delivery, Finance, and Legal to gather information and resolve basic issues.
Provide routine reporting on pipeline activity, proposals, and opportunity status.
Assist with QBRs and internal forecasting preparation.
Follow established SOPs, templates, and workflows.
Handle confidential customer and company information appropriately.
Perform other duties as assigned.