Pre-Sales Implementation Specialist

Supports the sales organization by coordinating and advancing customer trials from kickoff through evaluation. Partners closely with Account Executives and internal stakeholders to ensure trials are launched efficiently, customers receive timely support, usage is monitored, and follow-up actions are completed. Helps increase seller capacity, improve trial execution, and create a better customer experience during the pre-sale process.

Responsibilities

• Coordinate pre-sale trial activities across active opportunities.
• Manage trial setup, processing, extensions, and follow-up tasks.
• Ensure trial-related requests move efficiently between sales, customers, and internal teams.
• Track milestones, deadlines, and next steps throughout the trial lifecycle.
• Conduct customer outreach related to the trial with follow-up communication.
• Support customer engagement during active trials to help maintain momentum.
• Serve as a responsive point of contact for the sales team’s trial-related needs during the evaluation period.
• Partner with Account Executives and internal stakeholders to plan and manage trial strategy.
• Coordinate internal meetings to review account progress, usage trends, issues, and next steps.
• Help keep internal teams aligned on priorities across multiple simultaneous trials.
• Assist customers and reps with account access and MyAccount-related issues.
• Troubleshoot common trial obstacles and escalate more complex issues when needed.
• Reduce friction that could prevent customer activation and product usage.
• Monitor trial activity and usage trends.
• Prepare usage summaries, PowerPoint updates, and other materials to support rep follow-up.
• Identify signals of adoption, engagement gaps, and opportunities for intervention.
• Help translate usage data into actionable insights for the sales team.
• Maintain accurate tracking of trial activity and support tasks.
• Build or manage Excel-based reports and trackers related to trials, opportunities, and outcomes.
• Identify ways to standardize trial workflows and improve efficiency.
• Support ongoing process improvement for the future-state trial team.

Requirements

• Experience in sales support, customer success, SAP orders for managed trials, revenue operations, or trial/program coordination.
• Strong project coordination and follow-through across multiple workstreams.
• Comfort working with customer-facing and internal stakeholders.
• Strong Excel and reporting skills.
• Ability to analyze product usage data and summarize findings clearly.
• Strong written communication and organizational skills.
• Experience supporting SaaS trials, pilots, onboarding, or pre-sales workflows is a plus.

Benefits

• Flexibility & Work-Life Balance: Flex My Way policies, including work from anywhere for up to 8 weeks per year, to help manage personal and professional responsibilities.
• Career Development and Growth: Culture of continuous learning with Grow My Way programming and skills-first approach.
• Industry Competitive Benefits:
  • Comprehensive benefit plans including flexible vacation, two company-wide Mental Health Days off, and access to the Headspace app.
  • Retirement savings with company match, tuition reimbursement, and employee incentive programs.
  • Resources for mental, physical, and financial wellbeing.
  • Optional hospital, accident, sickness, life, and AD&D insurance.
  • Flexible Spending and Health Savings Accounts.
  • Fitness reimbursement and Employee Assistance Program.
  • Group Legal and Identity Theft Protection benefit.
  • Access to 529 Plan, commuter benefits, Adoption & Surrogacy Assistance.
  • Tuition Reimbursement and Employee Stock Purchase Plan.
• Culture: Globally recognized for inclusion and belonging, flexibility, work-life balance, and values-driven environment.
• Social Impact: Two paid volunteer days off annually and opportunities for pro-bono consulting and ESG initiatives.
• Making a Real-World Impact: Contribute to upholding the rule of law, turning the wheels of commerce, and providing trusted information.

Pay

The target total cash compensation range for this role is $150,500 USD - $279,500 USD. Pay is positioned within the range based on knowledge, skills, experience, and internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program.