Presales Associate

Day-to-Day Responsibilities

• Execute personalized outbound outreach to existing/prospective client contacts on behalf of Client Partners.
• Use CRM tools to send, track, and log all communications accurately.
• Apply standardized tags and notes to capture context and outreach outcomes.
• Coordinate with Client Partners to ensure messaging aligns with account history and intent.
• Maintain data accuracy and consistency to support reporting and future automation.
• Document recurring outreach patterns and flag opportunities for process improvement.

Tooling Collaboration & Interim Automation Support

Core Skills

• Strong understanding of B2B sales workflows , preferably staffing or professional services.
• Hands-on experience with CRM systems (Salesforce preferred).
• Operational Content Creation: Ability to draft high-context, 1-to-1 sales messages that adhere to brand voice while documenting the triggers used for that personalization.
• Process Documentation: Proven ability to map manual workflows into step-by-step logic that can be translated into Salesforce Flow requirements.
• Data Integrity Mindset: Approach to CRM entry, understanding that a missed tag today means a broken AI model tomorrow.