The Pre-Sales Operations Specialist supports sales teams by ensuring accurate deal entry, managing Salesforce data, and improving pre-sales processes.
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.
- All the coverage you would expect- health, dental, vision, etc.
- Work-from-home environment.
- Generous vacation time.
- Retirement benefits. We want to support your future and offer a generous $1:$1 company match.
- Career Growth: Full access to our LMS, learning resources and tuition reimbursement opportunity
This position has a hourly range of $21-24 USD. Where an applicant will ultimately fall within the stated range depends on a variety of factors, including, for example, geographic location and level of experience.
Top Skills
Excel
MS Office
Salesforce
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What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
