Pre-Sales Project Manager
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Job Description
Technical Presales Project Manager translating enterprise CX transformation discoveries into solution documentation. Coordinating presales delivery and building AI workflows for Acliviti Consulting Group.
Responsibilities:
- Translate customer meetings, transcripts, notes, and recordings into solution designs, scope summaries, requirements, pricing inputs, and customer-ready documentation
- Prepare deliverables to approximately 80% completion for Solutions Architect review
- Coordinate presales activities, action items, deadlines, and stakeholder follow-up across multiple opportunities
- Maintain accurate opportunity documentation in Salesforce, Rocket Lane, SharePoint, and related systems
- Support clean and complete Presales-to-Delivery handoffs
- Identify repetitive work and build AI tools, prompts, workflows, scripts, templates, and agents to automate it
- Identify gaps, assumptions, and inconsistencies and escalate them appropriately
- Help extend successful AI workflows into Engineering, Architecture, Project Management, and other teams
Requirements:
- 3+ years of project, program, or operations management experience managing multiple concurrent workstreams
- Experience creating or maintaining SOWs, solution designs, pricing models, requirements, or project documentation
- Experience coordinating cross-functional teams and processes involving multiple stakeholders, approvals, and deadlines
- Ability to organize ambiguous information, identify gaps, track dependencies, and drive work to completion
- Experience in or supporting Sales, Presales, Customer Experience, Contact Center, SaaS, or technology environments
- Strong technical writing and documentation skills
- Comfort with AI tools and emerging technology, with demonstrated interest in improving workflows and productivity
- Strong analytical skills and sufficient technical fluency to review AI-generated technical content and identify inconsistencies
- Experience with project management, CRM, PSA, or workflow tools such as Rocket Lane, Salesforce, Jira, Asana, Monday.com, Smartsheet, or similar
- Highly organized, detail-oriented, proactive, and able to manage multiple fast-moving priorities
- Preferred: experience in CCaaS, CX, contact center technology, or technology consulting
- Preferred: experience with AI/LLM tools, automation, agents, or workflow automation
- Preferred: familiarity with Cognigy, NICE CXone, Genesys, Five9, or similar platforms
- Must be authorized to work in the United States
Benefits:
- Remote-first work arrangement
- Opportunity to build AI-powered tools, prompts, workflows, scripts, templates, and agents
- Opportunity to extend successful AI workflows across Engineering, Architecture, Project Management, and other teams
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