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Job Title


Presales Associate


Company : Pinnacle Group, Inc.


Location : Bongaigaon,


Created : 2026-02-01


Job Type : Full Time


Job Description

Role Details: - Exp: 1-3 yrs - Position: Sales Analyst/Presales Associate - Location: Remote - Shift Timing: Night Shift (CST) 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') Required Skills & Experience 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