Pinnacle Group, Inc.

Lead Presales Associate

Pinnacle Group, Inc.

full-time

Posted on:

Location Type: Remote

Location: India

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Job Level

Senior

About the role

  • 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.

Requirements

  • Strong understanding of B2B sales workflows, preferably within staffing or professional services environments.
  • Demonstrated experience leading or mentoring sales, presales, or operations-focused teams.
  • Hands-on experience with CRM platforms, with Salesforce strongly preferred.
  • Ability to evaluate and guide high-context, one-to-one sales messaging aligned to brand voice and personalization triggers.
  • Proven ability to document processes, define standards, and translate manual workflows into scalable operating models.
  • Strong attention to detail and commitment to data integrity, reporting accuracy, and process consistency.
  • Experience working with sales enablement, revenue operations, or marketing operations teams.
  • Familiarity with AI-assisted tools for content generation, data enrichment, or workflow automation.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B sales workflowsCRM platformsSalesforceprocess documentationdata integrityreporting accuracyworkflow automationsales enablementrevenue operationsmarketing operations
Soft Skills
leadershipmentoringattention to detailcommunicationcoachingcollaborationfeedbackinsightsrecommendationsprocess consistency