Presales Coordinator - D365

Armanino LLP; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Provident Fund

Gratuity

Medical Insurance

Group Personal Accident Insurance

Job summary

Armanino India LLP is seeking a Presales Coordinator to centralize presales activities across D365 FSC, CE, and BC opportunities. You will coordinate tasks with Sales, Delivery, Finance, and Legal teams to keep timelines on track and ensure proper documentation.

You will prepare and align SOWs, proposals, pricing documents, and contract exhibits, track milestones, maintain CRM data, and support leadership with pipeline visibility. ERP/IT services experience and PandaDoc familiarity are preferred.

Qualifications

• 3–6 years in Presales Coordination, Sales Ops, PMO, or Consulting Support roles
• Experience supporting ERP or enterprise software sales cycles
• Exposure to Microsoft Dynamics 365 FSC, CE, and BC modules
• Strong organizational skills with high attention to detail
• Experience with SOWs, proposals, contracts, and approval workflows
• Familiarity with CRM systems and opportunity tracking
• Ability to manage multiple opportunities in parallel
• Strong written and verbal communication skills
• Experience working with cross-functional and global teams (India–US)
• Experience in IT services, consulting, or ERP implementations
• Knowledge of presales governance, deal reviews, and approval processes
• Experience with PandaDoc for proposals and contracts

Responsibilities

• Act as a central coordination point for presales activities across D365 FSC, CE, and BC opportunities
• Support Sales and PreSales Architects by coordinating presales tasks, timelines, and dependencies
• Track presales activities across multiple opportunities and ensure timely follow-ups
• Assist in preparation and compilation of Statements of Work (SOWs), proposals and pricing documents, and contract exhibits
• Coordinate inputs from Sales, PreSales Architects, Delivery, Finance, and Legal teams
• Manage document versions, internal reviews, and approval workflows
• Ensure proposals and SOWs align with approved scope, assumptions, and commercial terms
• Maintain accurate opportunity data in CRM systems
• Track milestones such as discovery, solution review, pricing approval, and contract execution
• Support pipeline reporting and presales visibility for leadership
• Schedule and coordinate internal presales meetings, deal reviews, and approval checkpoints
• Capture meeting notes, action items, and decisions
• Organize presales templates, artifacts, and documentation repositories
• Support adherence to standard presales processes across D365 practices
• Facilitate smooth handoffs from presales to delivery with clear SOWs and documented decisions

Skills

Presales coordination

ERP/enterprise software

Dynamics 365 ecosystem

SOWs, proposals, contracts

CRM systems & opportunity tracking

Cross-functional collaboration

PandaDoc

Tools

PandaDoc

CRM

Job description

At Armanino, you determine your career path. This means it’s possible to pursue challenges you are passionate about, in industries you care about.

Armanino (USA) is proud to beamong the top 20 Largest Firms in the United States of Americaand one of theBest Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino (USA), we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

This open position is for Armanino India LLP. Armanino India LLP is a fully owned subsidiary of Armanino (USA).

Responsibilities

• Act as a central coordination point for presales activities across D365 FSC, CE, and BC opportunities
• Support Sales and PreSales Architects by coordinating presales tasks, timelines, and dependencies
• Track presales activities across multiple opportunities and ensure timely follow‑ups
• Assist in preparation and compilation of:
  • Statements of Work (SOWs)
  • Proposals and pricing documents
  • Contract exhibits and supporting documentation
• Coordinate inputs from Sales, PreSales Architects, Delivery, Finance, and Legal teams
• Manage document versions, internal reviews, and approval workflows
• Ensure proposals and SOWs align with approved scope, assumptions, and commercial terms
• Maintain accurate and up‑to‑date opportunity data in CRM systems
• Track key presales milestones such as:
  • Discovery completion
  • Solution review
  • Pricing approval
  • Contract execution
• Support pipeline reporting and presales visibility for leadership
• Schedule and coordinate internal presales meetings, deal reviews, and approval checkpoints
• Capture meeting notes, action items, and decisions
• Organize and maintain presales templates, artifacts, and documentation repositories
• Support adherence to standard presales processes across D365 practices
• Support smooth handoff from presales to delivery by ensuring:
  • Final SOWs and assumptions are clearly documented
  • Key presales decisions, risks, and dependencies are captured
  • Required information is shared with delivery teams prior to project kickoff

Requirements

• 3 - 6 years of experience in Presales Coordination, Sales Operations, PMO, or Consulting Support roles
• Experience supporting ERP or enterprise software sales cycles
• Exposure to Microsoft Dynamics 365 ecosystem, including:
  • Finance & Supply Chain (FSC)
  • Customer Engagement (CE – Sales, Customer Service, Field Service)
  • Business Central (BC)
• Strong organizational skills with high attention to detail
• Experience working with:
  • SOWs, proposals, contracts, and approval workflows
  • CRM systems and opportunity tracking
• Ability to manage multiple opportunities in parallel
• Strong written and verbal communication skills
• Comfortable working with cross‑functional and global (India–US) teams
• Prior experience in IT services, consulting, or ERP implementation organizations
• High‑level understanding of ERP business processes (no functional configuration required)
• Experience supporting global or offshore‑onshore delivery models
• Familiarity with presales governance, deal reviews, and approval processes
• Experience working with PandaDoc for proposal and contracts

Compensation and Benefits

• Compensation:Commensurate with Industry standards

• Other Benefits:Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position.

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

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