Related skills
netsuite cpq smartsheet conga psa📋 Description
- Own end-to-end presales lifecycle for services deals, coordinating scoping through booking.
- Review and approve LOEs, SOWs, vendor agreements, PCRs, and NB time requests.
- Advise on engagement models, assumptions, and standards; align service items for booking.
- Ensure work package and client folder ready for TCA & Project Operations handoffs.
- Participate in pipeline reviews; verify opportunity data and services metadata for automated handoffs.
- Translate demand into resource requests; coordinate with RMO/VMO for the right skills and rate.
🎯 Requirements
- Bachelor’s degree or equivalent; 5–7+ years in presales/ops or delivery-adjacent roles.
- Commercial acumen across scope, pricing, cost models, gross profit, and terms.
- Cross-functional influence with Sales, PMO, Project Ops, Resource & Vendor Management.
- Working knowledge of NetSuite, Smartsheet, and PSA/CPQ/contract tooling (Provus, Conga) preferred.
- Excellent written and verbal communication; able to simplify complex requirements.
- Strong problem solving; anticipates operational risks and guardrails in presales.
🎁 Benefits
- Comprehensive medical, dental and vision plans for you and your dependents.
- 401(k) with employer match, 529 plan, HSA, life and LTD.
- Competitive Compensation.
- Training and development programs.
- Major offices stocked with snacks and beverages.
- Collaborative and cool culture.
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