HSI
HSI is a comprehensive safety and professional development solutions provider. They offer a range of online and in-person training services including safety training, professional skills development, and industrial skills training. They focus extensively on equipping individuals and organizations with the necessary knowledge to handle safety protocols like CPR, AED, First Aid training, active shooter scenarios, and chemical management. Their services also include the use of AI-driven learning management systems to ensure compliance with safety and environmental regulations, making them a critical partner for industries such as manufacturing, oil and gas, and public safety. Moreover, HSI leverages technology to automate learning processes and integrate safety management systems into daily business operations across a multitude of sectors globally.
CPR/AED/First Aid/Emergency Care Training Solutions • Workplace Safety & Compliance Training Solutions • Continuing Ed for EMS/ Fire Professionals • Independent Training Center/ Instructor Solutions • Comprehensive Learning Management System
Pre-Sales Operations Specialist
March 15
HSI
HSI is a comprehensive safety and professional development solutions provider. They offer a range of online and in-person training services including safety training, professional skills development, and industrial skills training. They focus extensively on equipping individuals and organizations with the necessary knowledge to handle safety protocols like CPR, AED, First Aid training, active shooter scenarios, and chemical management. Their services also include the use of AI-driven learning management systems to ensure compliance with safety and environmental regulations, making them a critical partner for industries such as manufacturing, oil and gas, and public safety. Moreover, HSI leverages technology to automate learning processes and integrate safety management systems into daily business operations across a multitude of sectors globally.
CPR/AED/First Aid/Emergency Care Training Solutions • Workplace Safety & Compliance Training Solutions • Continuing Ed for EMS/ Fire Professionals • Independent Training Center/ Instructor Solutions • Comprehensive Learning Management System
📋 Description
• The Pre-Sales Operations Specialist supports Customer Success Managers (CSMs), National Sales Executives (NSEs) and Account Executives (AEs) by ensuring pre-sales accurate deal entry. • This role focuses on Salesforce administration, contract preparation, and sales order process governance to improve operational efficiency. • Assist with pre-sales inquiries and order forms to streamline the sales process. • Ensure contract and opportunity data accuracy within Salesforce. • Collaborate with sales leadership to train new sales representatives on CRM processes and tools. • Manage and troubleshoot Salesforce integrations related to pre-sales activities. • Support the transition of new deals into the accounting system, ensuring data accuracy. • Participate in process improvement initiatives to enhance pre-sales efficiency. • Handle special projects as assigned by leadership. • Attention to Detail: Ensure accuracy in order forms, contract changes, and CRM entries. • Logical Thinking: Understand relational data and maintain process integrity. • Passion: Demonstrate engagement in supporting internal stakeholders. • Impact: Proactively address challenges and ensure smooth deal progression. • Problem Solving: Apply analytical skills to resolve pre-sales operational issues.
🎯 Requirements
• Minimum 3 years of experience in sales or customer service support with strong Salesforce CRM expertise. • Bachelor’s degree preferred; equivalent experience accepted • Proficiency in MS Office, especially Excel (advanced preferred), and Salesforce.
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