Presales Operations Manager

Solution Advisor Metrics: Establish robust tracking for utilization and deal alignment. Influence without authority across the Solution Advisory team to drive data integrity, ensuring consistent adoption of tooling and tracking behaviors.

Demo Excellence Tracking: Build dashboards that monitor demo frequencies, types, success rates, and the correlation between specific demo tracks and revenue outcomes.

Enablement Metrics: Track onboarding KPI timelines, technical certification progress, and the overall ROI of pre-sales training initiatives.

Executive Reporting: Synthesize complex data streams into clean storytelling narratives. Act as a proactive advisor to PreSales and GTM leadership, using data trends to independently challenge current strategies and recommend operational shifts.

Application Solution Design (ASD): Manage ongoing updates, governance, and documentation for key Solution Advisor sales stages (2-4) including our ASD workflows, ensuring ASD’s reflect necessary scale for best in class post sale deliverables.

Field Productivity: Own the "PreSales Tech Stack," ensuring that productivity apps and AI-assisted tools reduce manual work and increase time spent in front of customers.

Workflow Optimization: Audit and automate repetitive tasks to empower Solution Advisors to focus on high-value technical consultation rather than administrative overhead.

Governance & Adoption: Drive the strategy and adoption of new SA tooling, ensuring data hygiene while minimizing friction for the field engineering team.

Cross-Functional Initiatives: Work as One WalkMe to lead operational projects from conception to completion, ensuring milestones are met across PreSales, Sales Operations, Product, and IT.

Process Mapping: Continuously audit existing PreSales workflows to identify bottlenecks, proposing and implementing automated solution

Sales Process: Comprehensive understanding of the Solution Advisor role and how it fits in the sales Process. 

Salesforce (SFDC): Advanced proficiency in SFDC reporting, custom object tracking, dashboard creation, and standard sales workflow logic.

ServiceNow (SNOW): Hands-on experience building ServiceNow dashboards, tracking IT service/scoping workflows, and leveraging performance analytics modules.

Data Analytics Tools (Power BI, Tableau): Comprehensive knowledge and experience using BI tools to build dashboards and analyze data.

Low-Code/AI Tooling: Familiarity or comfort managing modern, AI-assisted productivity tools or low-code frameworks (vibe coding) to support internal process automation.

Technical Risk Assessment: Ability to identify, quantify, and mitigate technical risks in complex sales cycles, ensuring high technical win-rates and smooth post-sales handoffs.

Experience: 3–5 years of experience in Sales Operations, PreSales Operations, or Revenue Operations—ideally within a B2B SaaS environment.

Project Management: Stellar project management skills (PMP, Agile, or equivalent practical experience) with a proven track record of managing multiple stakeholder timelines simultaneously.

Data Literacy: Exceptional ability to translate raw numbers into a cohesive narrative; you don't just build charts, you explain what the charts mean.

Communication: Strong interpersonal skills to collaborate effectively with highly technical solution architects as well as executive sales leaders.

Executive Presence & Stakeholder Management: Proven ability to influence leadership and manage expectations across cross-functional stakeholders (Product, IT, Sales).

Data-Driven Storytelling: Ability to translate raw performance data into a cohesive business narrative that aligns PreSales activity with company revenue goals.