Presidio

Client Partner

• Onboard and setup of new customers
• Act as the primary internal point of contact for our customers in conjunction with account managers
• Attend customer meetings to strengthen existing relationships, forge new relationships to better understand customer objectives, and participate in the close-out of projects
• Delegate customer report requests, run-rate quotes, and orders to appropriate internal resources.
• Maintain Salesforce account data integrity to ensure customer account, contact, and project information is accurate and up-to-date
• Work with Solution Architect to build Bills of Materials that meet customer requirements
• Generate accurate quotes for solution business
• Conduct forecasting and prospecting for run-rate business to understand future financial trends and opportunities in the run-rate space
• Identify opportunities for cross-selling to the current customer base
• Manage the registration process to ensure the best pricing possible for both Presidio and customers with input from the Account Manager and leveraging the Deals Desk
• Partner with specific vendors to quickly and accurately source quotes.
• Leverage relationships with vendors through meeting attendance and communication to maintain awareness of promotions and vendor pricing programs
• Participate in sales operations meetings as required
• Assist with New Hire onboarding support
• Receives work direction from department leadership; however, is responsible for prioritizing his/her own work by sales allocation, date needed to fill, and logistics of work order
• Additional responsibilities as required

Inside Client Manager

Call Center Representative

• Supporting the Contact Center customers
• Application development
• Troubleshooting
• Moves, adds, changes, scripting, patching
• Customer technical support
• Keep up to date on newly released versions of Cisco, Amazon, Five9 and 3rd party contact center products
• Maintain current certifications and obtain new contact center certifications as they become available

Engineer, Managed Services, Contact Center

Revenue Operations

• Collaborate with Senior VP of Sales (SVP) to determine monthly and quarterly sales commits
• Monitor, review, and report forecasting and pipeline activity within an assigned business segment
• Engage with the sales organization to drive behaviors within Salesforce.com that lead to accurate pipeline creation and consistent forecast hygiene
• Work in partnership with SVP to plan and communicate go-to-market strategies, tech refresh, and other sales campaigns
• Team with our national contracts organization to ensure compliance with all contract-driven sales processes
• Contribute to new account manager onboarding to ensure that account managers are enabled to be successful within the assigned segment
• Generate and review territory analytics reporting around key sales data to help support management decision making
• Seek to improve internal productivity and customer experience by identifying gaps and areas for enhancement within our current sales processes
• Act as a primary negotiator and signer of Presidio legal agreements (MSA, NDA, etc)
• Work with internal and external teams with structuring and executing of complex deals
• Coordinate and execute customer business reviews for high-touch clients on a monthly/quarterly basis
• Contribute to weekly forecast and commit calls for all sales regions within the segment

Revenue Operations Director

• Onboard and setup of new customers
• Act as the primary internal point of contact for our customers in conjunction with account managers
• Attend customer meetings to strengthen existing relationships, forge new relationships to better understand customer objectives, and participate in the close-out of projects
• Maintain Salesforce account data integrity to ensure customer account, contact, and project information is accurate and up-to-date
• Work with Solution Architect to build Bills of Materials that meet customer requirements
• Generate accurate quotes for solution business
• Manage the registration process to ensure the best pricing possible for both Presidio and customers with input from the Account Manager and leveraging the Deals Desk
• Participate in sales operations meetings as required

Client Manager

Solutions Engineer

• Act as a technical resource for Cisco-based solutions in presales engagements
• Deliver solution overviews and enablement to internal teams and customers
• Contribute to the development of sales strategies and support customer-facing efforts
• Stay current with technology trends, products, and industry best practices through training, webinars, and collaboration with national practices
• Create Solution diagrams, collect & analyze requirements data from customers, and perform other PreSales activities in support of engineering initiatives
• Research technical issues, answer customer questions about products, technologies, solutions, and offerings from our OEM partners
• Ensure quality and consistency of presales deliverables by following standardized processes and workflows
• Collaborate with other team members to provide solutions for Presidio’s customers
• Work in a focused and directed manner to improve overall productivity & efficiency across Presidio’s PreSales team
• Participate in meetings with customers and sales teams to collect technical requirements from Presidio customers and develop an appropriate technical solution
• Assist in resolving presales challenges and maintaining high levels of customer satisfaction
• Deliver client-facing status updates, presentations, and documentation throughout the sales cycle
• Work collaboratively with Presidio, Cisco, and other key teams to drive opportunities
• Assist in building and developing the Cisco sales pipeline by contributing to technical campaign support and go-to-market efforts

Technical Solutions Specialist

• Provide pre-sales support of Cisco/Zoom/Microsoft Collaboration related opportunities & solutions.
• Understand client's infrastructures, business needs & provide expertise and consulting on Cisco/Zoom/Microsoft solutions and third-party addon collaboration products.
• Provide internal assistance on Cisco/Zoom/Microsoft solutions, product plans and roadmaps.
• Conduct in-person & virtual presentations to clients.
• Work closely with inside & outside account management team to develop & drive business.
• Coordinate hardware & software quotations with account teams.
• Develop and deliver scopes of works, hour/cost estimates, professional proposals, and design documentation.
• Provide management and account team oral and written reports on the client needs, problems, interests, market situations, competitive activities, and potential for new products/services.
• Gain knowledge about products, applications, technical service, market conditions, competition, and technology trends through research, partner technical experts and customer feedback.
• Help guide and direct customers by performing ROI and TCO analyses of Cisco, Zoom, and Microsoft collaboration solutions.

Senior Solutions Architect, Collaboration

Account Executive

• Identify, qualify, and close new Managed Services business opportunities within assigned markets and territories, both through Presidio clients and selling direct to new logo prospects.
• Lead the full sales lifecycle including prospecting, opportunity qualification, solution presentation, proposal development, negotiation, and close.
• Achieve or exceed assigned annual sales quotas and revenue growth targets.
• Maintain a disciplined and accurate sales forecast and pipeline within CRM systems.
• Serve as a trusted advisor to Presidio clients by understanding their business challenges and aligning Presidio’s Managed Services portfolio to achieve strategic outcomes.
• Partner with Presidio’s technical, delivery, and operational teams to ensure seamless solution design, implementation, and client satisfaction.
• Demonstrate deep understanding of Presidio’s Managed Services offerings across Cloud, Infrastructure, Security, and End User Services.
• Collaborate closely with internal stakeholders across Sales, Engineering, Operations, and Marketing to execute regional go-to-market strategies.
• Act as a regional leader within the Managed Services Sales organization—coaching peers informally, sharing best practices, and helping shape future offerings and strategies.
• Participate in quarterly business reviews, pipeline reviews, and cross-departmental strategy sessions to help refine Presidio’s approach to Managed Services sales.
• Conduct strategic account planning to identify whitespace, new business opportunities, and new business through our partner channel.
• Build and maintain strong executive-level relationships within client organizations.

Client Executive – Managed Services Growth

Cloud Engineer

• Collaborate with stakeholders to define the organization's cloud strategy and roadmap
• Identify opportunities to leverage cloud services for improved efficiency, agility, and cost savings
• Architect and design cloud-based solutions that align with business and technical requirements
• Develop scalable, secure, and highly available cloud architectures
• Plan, implement, and manage cloud infrastructure including compute, storage, and networking components
• Develop and enforce cloud security strategies, policies, and procedures
• Assess existing IT systems and develop strategies for migrating to the cloud
• Collaborate with cross-functional teams to provide technical guidance on cloud architecture and best practices

Cloud Enterprise Architect – Modern Platforms, Cloud Infrastructure

• Identify, qualify, and close new Managed Services business opportunities within assigned markets and territories, both through Presidio clients and selling direct to new logo prospects.
• Lead the full sales lifecycle including prospecting, opportunity qualification, solution presentation, proposal development, negotiation, and close.
• Achieve or exceed assigned annual sales quotas and revenue growth targets.
• Maintain a disciplined and accurate sales forecast and pipeline within CRM systems.
• Serve as a trusted advisor to Presidio clients by understanding their business challenges and aligning Presidio’s Managed Services portfolio to achieve strategic outcomes.
• Partner with Presidio’s technical, delivery, and operational teams to ensure seamless solution design, implementation, and client satisfaction.
• Collaborate closely with internal stakeholders across Sales, Engineering, Operations, and Marketing to execute regional go-to-market strategies.
• Act as a regional leader within the Managed Services Sales organization—coaching peers informally, sharing best practices, and helping shape future offerings and strategies.
• Conduct strategic account planning to identify whitespace, new business opportunities, and new business through our partner channel.

Client Executive, Managed Services Growth

• Collaborate with stakeholders to understand business needs, goals, and objectives
• Define the organization's cloud strategy and roadmap, aligning it with business strategies
• Identify opportunities to leverage cloud services for improved efficiency, agility, and cost savings
• Assess and recommend suitable cloud platforms and deployment models
• Architect and design cloud-based solutions that align with business and technical requirements
• Develop scalable, secure, and highly available cloud architectures
• Evaluate and select appropriate cloud technologies, frameworks, and tools
• Design integration patterns for seamless connectivity between cloud and on-premises systems
• Plan, implement, and manage cloud infrastructure, including compute, storage, networking, and security components
• Develop and implement cloud security strategies, policies, and procedures
• Assess existing IT systems and develop strategies for migrating to the cloud
• Collaborate with cross-functional teams, providing technical guidance on cloud architecture.

Product Manager

• Define and maintain the AI Studio product roadmap across its future releases, spanning multi-agent systems, self-improving agents, voice mode, enterprise memory graph, and autonomous agent teams.
• Own and prioritize the product backlog in collaboration with engineering, design, and practice leads, translating business goals and customer needs into actionable epics and user stories.
• Facilitate sprint planning, backlog grooming, and sprint reviews, ensuring alignment between short-term delivery and long-term platform vision.
• Establish clear OKRs, success metrics, and KPIs — tracking adoption, agent creation, workspace utilization, cost efficiency, and customer satisfaction.
• Balance competing priorities across internal platform needs, customer-facing features, and commercialization workstreams.
• Lead the end-to-end commercialization of AI Studio, defining the packaging, pricing, and go-to-market strategy in partnership with Sales, Marketing, and Finance.
• Develop monetization models including SaaS/platform subscriptions (per workspace, per agent, per connector), connector marketplace, enterprise licensing, and white-label options.
• Build business cases, competitive positioning, and market analysis for AI Studio as a standalone commercial offering competing in the emerging AgentOps/AI Application Platform market.
• Define and manage the connector marketplace strategy — curating premium integrations and establishing a model for third-party contributions.
• Partner with Presidio's practice leaders across Modern Networks, Data & AI, Security, and Cloud to embed AI Studio into client-facing solution offerings.
• Support pre-sales activities including demos, RFP responses, and customer workshops.
• Stay ahead of the rapidly evolving AgentOps landscape — monitoring competitors (LangChain, Dust, Copilot Studio, CrewAI, n8n) and emerging standards such as MCP and A2A.

Product Manager, AI Studio

Account Manager

• Identify and pursue new business opportunities in greenfield territories.
• Develop and execute strategies to open new accounts or new business units inside existing customers.
• Build and maintain strong relationships with new clients.
• Serve as the primary point of contact for all new account-related matters.
• Achieve sales objectives primarily through sales to new customers and also through sales of additional services to existing customers.
• Collaborate closely with AWS selling teams to identify, qualify, and close new opportunities.
• Understand the business objectives and challenges of strategic customers.
• Collaborate with technical teams to ensure the successful implementation and delivery of AWS solutions.
• Monitor and report on account performance, sales metrics, and client satisfaction.

• Drive Digital Services Sales
• Understand Customer Current State
• Lead opportunities for relevant services
• Collaborate closely with delivery leads
• Analyze and assess client requirements

Inside Client Manager

Engineer, Managed Services, Contact Center

Revenue Operations Director

Client Manager

Technical Solutions Specialist

Technical Solutions Specialist

Senior Solutions Architect, Collaboration

Client Executive – Managed Services Growth

Cloud Enterprise Architect – Modern Platforms, Cloud Infrastructure

Senior Solutions Architect, Collaboration

Client Executive, Managed Services Growth

Cloud Enterprise Architect – Modern Platforms, Cloud Infrastructure

Product Manager, AI Studio

Account Manager

Client Principal Solutions Architect, Digital