Pinnacle Group, Inc.

Sales

• Lead and oversee daily presales execution, ensuring consistent, high-quality outbound engagement across assigned teams.
• Manage, coach, and support Presales Associates to ensure adherence to outreach standards, messaging quality, and data accuracy.
• Partner closely with Client Partners to align presales activity with account strategy, engagement history, and business priorities.
• Establish and enforce best practices for CRM usage, tagging, documentation, and communication tracking.
• Monitor data integrity across sales tools to support reporting, analytics, and future automation initiatives.
• Identify recurring outreach patterns and translate them into documented, repeatable processes.
• Collaborate with Marketing, Tech Enablement, and Product teams to surface automation opportunities and workflow enhancements.
• Review and submit successful personalization and engagement patterns for automation consideration.
• Provide ongoing feedback, insights, and recommendations to leadership regarding presales performance and process maturity.

Lead Presales Associate

Operations

• Provide recruiting operations and administrative support across daily workflows and ongoing initiatives
• Support PO, SOW, and billing-related processes tied to recruiting operations
• Compile, review, and distribute recurring performance reports based on defined metrics and templates
• Track recruiting and sales performance metrics and summarize results for stakeholders
• Ensure data accuracy and completeness within Salesforce through routine reviews and updates
• Support leadership with ad hoc reporting requests and operational updates
• Assist with coordination, documentation, and follow-ups related to recruiting operations
• Provide general logistical and operational support as needed to ensure smooth execution

Lead Presales Associate

Operations Coordinator