Presales Associate

Pinnacle Group, Inc.

Presales Associate executing personalized outbound outreach for Client Partners and using CRM systems effectively. Contributing to sales workflows and automation support within a leading workforce solutions company.

Posted 7/24/2026full-timeRemote • 🇮🇳 IndiaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B sales workflows and CRM systems, particularly Salesforce, while maintaining data integrity and operational efficiency. Skilled in crafting personalized outreach messages and documenting processes for automation.

Highest-signal resume keywords

B2B Sales WorkflowsSalesforce CRMOperational Content CreationProcess DocumentationData Integrity Mindset

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

CRM SystemsSalesforceProcess MappingData AccuracyContent Creation

Soft Skills

Attention to DetailAdaptabilityCommunication

Tools & Technologies

SalesforcePipelinerRevenoidAI-Assisted Tools

Industry Keywords

Sales EnablementSales OperationsRevOpsProfessional Services

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Execute personalized outbound outreach to existing/prospective client contacts on behalf of Client Partners.
Use CRM tools to send, track, and log all communications accurately.
Apply standardized tags and notes to capture context and outreach outcomes.
Coordinate with Client Partners to ensure messaging aligns with account history and intent.
Maintain data accuracy and consistency to support reporting and future automation.
Document recurring outreach patterns and flag opportunities for process improvement.
Daily operations within Salesforce, Pipeliner, and Revenoid to maintain momentum.
Submit successful "Personalization Patterns" to the MCAE Lead to be considered for broader Marketing Cloud Account Engagement automated tracks.
Bi-weekly "Friction Report" delivered to the Tech Enablement/Product team identifying manual tasks that are "Ready for Automation" based on volume and repeatability.

Requirements

What you’ll need

Strong understanding of B2B sales workflows, preferably staffing or professional services.
Hands-on experience with CRM systems (Salesforce preferred).
Operational Content Creation: Ability to draft high-context, 1-to-1 sales messages that adhere to brand voice while documenting the triggers used for that personalization.
Process Documentation: Proven ability to map manual workflows into step-by-step logic that can be translated into Salesforce Flow requirements.
Data Integrity Mindset: Approach to CRM entry, understanding that a missed tag today means a broken AI model tomorrow.
Strongly Preferred Exposure to sales enablement, sales operations, or RevOps.
Familiarity with AI-assisted tools (content generation, enrichment, automation).
Comfort working in transitional, evolving systems.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development