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
Day-to-Day Responsibilities:
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.
Tooling Collaboration & Interim Automation Support
Current Execution: Daily operations within Salesforce, Pipeliner, and Revenoid to maintain momentum.
MCAE Alignment: Submit successful "Personalization Patterns" to the MCAE Lead to be considered for broader Marketing Cloud Account Engagement automated tracks.
Product Feedback Loop: Bi-weekly "Friction Report" delivered to the Tech Enablement/Product team identifying manual tasks that are "Ready for Automation" based on volume and repeatability. (The team building 'Agentforce'
Qualifications
Core Skills
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.
Job Summary
Day-to-Day Responsibilities:
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.
Tooling Collaboration & Interim Automation Support
Current Execution: Daily operations within Salesforce, Pipeliner, and Revenoid to maintain momentum.
MCAE Alignment: Submit successful "Personalization Patterns" to the MCAE Lead to be considered for broader Marketing Cloud Account Engagement automated tracks.
Product Feedback Loop: Bi-weekly "Friction Report" delivered to the Tech Enablement/Product team identifying manual tasks that are "Ready for Automation" based on volume and repeatability. (The team building 'Agentforce'
Qualifications
Core Skills
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.