Presales Associate
RemoteIndia
Job Summary
Execute personalized outbound outreach to existing and prospective client contacts using CRM tools to send, track, and log all communications accurately. Apply standardized tags and notes to capture context and outcomes while coordinating with Client Partners to ensure messaging aligns with account history. Maintain data accuracy and document recurring outreach patterns to flag opportunities for process improvement. Submit successful personalization patterns to the MCAE Lead for consideration in broader automated tracks and deliver bi-weekly friction reports identifying manual tasks ready for automation. Requires strong B2B sales workflow understanding, hands-on CRM experience, and the ability to map manual workflows into step-by-step logic for Salesforce Flow requirements.
Required Qualifications
- Strong understanding of B2B sales workflows, preferably staffing or professional services
- Hands-on experience with CRM systems (Salesforce preferred)
- Ability to draft high-context, 1-to-1 sales messages that adhere to brand voice while documenting the triggers used for that personalization
- Proven ability to map manual workflows into step-by-step logic that can be translated into Salesforce Flow requirements
- Approach to CRM entry, understanding that a missed tag today means a broken AI model tomorrow
Desired Qualifications
- Exposure to sales enablement, sales operations, or RevOps
- Familiarity with AI-assisted tools (content generation, enrichment, automation)
- Comfort working in transitional, evolving systems
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