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
What We Do
HSI is a leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions. Our content solutions and technology platform enable safety, HR and operations managers to train employees on necessary workforce skills, keep workers safe, and meet regulatory and operational compliance requirements.
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