Lead Presales Associate

Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us.

Job Summary

• 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.

Qualifications

• 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.