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

Operations Coordinator

Program Manager

• Monitoring and improving operational daily functions across clients
• Manage the invoicing process to make sure everything is running smoothly
• Building processes based on client business goals
• Measuring the efficiency of systems and procedures
• Monitor financial data and recommend solutions that will drive cost savings
• Drive automation, standardization and training across practice
• Standardization of best practices across clients

Program Operations Manager

Business Analyst

• Maintain and create analysis and data visuals that enable leaders to make strategic decisions.
• Champion change and manage the implementation of new ideas.
• Proactively communicate and collaborate with stakeholders to analyze information needs and functional requirements.
• Participate in planning, needs analysis and risk assessment; consult with stakeholders on data use through technology.
• Present actionable insights at monthly and quarterly program review sessions.

Client Partner

• Identify and prospect potential clients within the US market, prioritizing remote lead generation for staffing services and SOWs.
• Conduct outreach via email, including cold messaging and other remote methods to engage potential clients.
• Cultivate and maintain strong client relationships remotely, understanding their unique business needs.
• Collaborate with internal teams to develop tailored solutions and proposals aligning with client objectives.
• Drive the sales process from lead generation to contract negotiation and closure, ensuring a seamless client experience.
• Nurture existing accounts remotely to maximize revenue opportunities and foster long-term partnerships.
• Stay abreast of industry trends, market developments, and competitor activities to identify new business opportunities.
• Utilize effective sales techniques to communicate Pinnacle Group's value proposition to potential clients.
• Exceed sales targets and performance metrics, consistently delivering results and driving revenue growth.

Associate Client Partner

• Serve as the primary point of contact for assigned clients, maintaining strong and trusted relationships.
• Partner with recruiting and delivery teams to ensure timely and accurate fulfillment of workforce needs.
• Manage and support contractors throughout their engagement lifecycle to promote satisfaction and retention.
• Conduct regular touchpoints and on-site visits to monitor performance and reinforce client partnerships.
• Track headcount, fulfillment, and satisfaction metrics to ensure operational targets are met.
• Collaborate across teams to identify improvement opportunities and optimize delivery processes.
• Address client or contractor issues promptly, ensuring effective resolution and continuous improvement.
• Maintain accurate reporting and documentation of all client and workforce activity.

Lead Presales Associate

Operations Coordinator

Program Operations Manager

Business Analyst

Associate Client Partner

Client Success Partner