Presales Associate

🕒 July 24

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Pinnacle Group, Inc.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

👥 HR Tech

🤝 B2B

Enterprise • HR Tech • B2B

Pinnacle Group, Inc. is a leading provider of contingent workforce solutions, specializing in Managed Services (MSP), Vendor Management Software (VMS) implementation, and payrolling services. As a diversity-driven, VMS-agnostic service provider, Pinnacle Group delivers scalable workforce solutions globally, ensuring cost savings, attrition reduction, and compliance for its clients. With a strong focus on strategic services, Pinnacle has partnered with Fortune 500 companies to optimize their workforce management, achieving 100% supplier payment accuracy. The company is Latina-owned and is recognized for its commitment to supplier diversity and innovative workforce strategies.

📋 Description

• 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

• 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

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