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.

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.

Presales Associate

Key skills