Pre-Sales Project Manager - REMOTE USA

Valid8 Financial, Inc.; Chicago (IL); Remote; USD 90,000 - 130,000; Full time

Job summary

Acliviti is seeking a Technical Presales Project Manager to support the Presales team by turning customer discovery and technical conversations into high-quality solution documentation. You will coordinate presales activities and build AI-powered tools to improve how we sell and deliver our solutions.

This hands-on role combines technical fluency, project coordination, strong communication, and a builder mindset across AI-enabled workflows.

Qualifications

• 3+ years of project, program, or operations management experience.
• Experience creating or maintaining SOWs, solution designs, pricing models, requirements, or project documentation.
• Experience coordinating cross-functional teams and processes with multiple stakeholders, approvals, and deadlines.
• Strong ability to organize ambiguous information, identify gaps, track dependencies, and drive work to completion.
• Experience in Sales, Presales, Customer Experience, or technology environments.
• Strong technical writing and documentation skills with the ability to translate complex conversations into structured deliverables.
• Familiarity with AI tools and a mindset toward using AI to improve workflows and productivity.

Responsibilities

• Translate customer meetings, transcripts, notes, and recordings into solution designs and documentation.
• Prepare deliverables to ~80% completion for Solutions Architect review.
• Coordinate presales activities and deadlines across opportunities.
• Maintain accurate opportunity documentation in Salesforce, Rocket Lane, SharePoint, and related systems.
• Support clean presales-to-delivery handoffs.
• Identify repetitive work and build AI tools, prompts, workflows, scripts, templates, and agents to automate it.
• Elevate gaps, assumptions, and inconsistencies for review.

Skills

Project coordination

Technical writing

Cross-functional collaboration

AI tools familiarity

Documentation for presales

Analytical mindset

Tools

Rocket Lane

Salesforce

Jira

Asana

Monday.com

Smartsheet

SharePoint

Job description

Acliviti doesn’t just advise clients - we co-create their vision, align internal teams, and help them stay ahead of what’s next. We are a vendor-neutral consultancy that helps enterprise organizations define strategy, lead execution, and provide ongoing support - all while aligning stakeholders and delivering outcomes that matter.

We Are:

• Experts in customer experience delivering operational and technical transformation
• Strategic partners who stay engaged before, during, and after implementation to ensure objectives are achieved
• Boardroom translators - connecting CX vision, technical platforms, and financial value
• Outcome-driven professionals who know 95% of spend is on human capital, not just tech
• Remote-first and cross-functional, with deep expertise across industries

Our Clients Are:

• Enterprise organizations modernizing their customer engagement ecosystem
• CX, IT, Operations, and Finance leaders seeking true stakeholder alignment
• Teams navigating complex transformation programs with high visibility and high stakes
• Businesses who need business cases, vendor guidance, and enterprise-class execution
• Companies looking to optimize revenue & cost models, reduce friction, and drive customer growth

How We Solve:

We lead clients through a continuous improvement cycle with three integrated service areas:

Strategy:

We help clients define where they’re going - and how to get there.

• Customer Experience Design
• Performance Optimization
• Transformation Capabilities

Execution:

We lead execution across people, platforms, and processes.

• Technical Platform & Capabilities
• Operational Management
• Data & Analytics

Managed Solutions & Support:

We stay engaged post-launch to ensure long-term success.

• Operational & Technical Oversight
• Outcome & Expense Management
• Artificial Intelligence & Data Segmentation

We are seeking a Technical Presales Project Manager to support our Presales team by turning customer discovery and technical conversations into high-quality solution documentation, coordinating presales activities, and building AI-powered tools that improve how we sell and deliver our solutions.

This is a hands-on technical role for someone who combines technical fluency, project coordination, strong communication, and a builder mindset.

Key Responsibilities

• Translate customer meetings, transcripts, notes, and recordings into solution designs, scope summaries, requirements, pricing inputs, and customer-ready documentation.
• Prepare deliverables to approximately 80% completion for Solutions Architect review.
• Coordinate presales activities, action items, deadlines, and stakeholder follow-up across multiple opportunities.
• Maintain accurate opportunity documentation in Salesforce, Rocket Lane, SharePoint, and related systems.
• Support clean and complete Presales-to-Delivery handoffs.
• Identify repetitive work and build AI tools, prompts, workflows, scripts, templates, and agents to automate it.
• Identify gaps, assumptions, and inconsistencies and elevate them appropriately.
• Help extend successful AI workflows into Engineering, Architecture, Project Management, and other teams.

Required Qualifications

• 3+ years of project, program, or operations management experience, managing multiple concurrent workstreams.
• Experience creating or maintaining SOWs, solution designs, pricing models, requirements, or project documentation.
• Experience coordinating cross-functional teams and processes where work moves between multiple stakeholders, approvals, and deadlines.
• Strong ability to organize ambiguous information, identify gaps, track dependencies, and drive work to completion.
• Experience working in or supporting Sales, Presales, Customer Experience, Contact Center, SaaS, or technology environments.
• Strong technical writing and documentation skills, with the ability to translate complex conversations into structured, professional deliverables.
• Comfortable working with AI tools and emerging technology, with demonstrated interest in using AI to improve workflows and productivity.
• Strong analytical skills and enough technical fluency to review AI-generated technical content, identify inconsistencies, and know when something requires expert review.
• Experience using project management, CRM, PSA, or workflow tools such as Rocket Lane, Salesforce, Jira, Asana, Monday.com, Smartsheet, or similar platforms.
• Highly organized, detail-oriented, proactive, and comfortable managing multiple fast-moving priorities simultaneously.
• Deep curiosity and a continuous-improvement mindset—someone who naturally looks for ways to make a process better, faster, and more scalable.

Preferred Qualifications

• Experience in CCaaS, CX, contact center technology, or technology consulting.
• Experience working with AI/LLM tools, automation, agents, or workflow automation.
• Familiarity with Cognigy, NICE CXone, Genesys, Five9, or similar platforms.

What Success Looks Like

30 days: Producing first-pass presales documentation with review.

60–90 days: Owning presales deliverable assembly and handoff coordination for active opportunities.

6 months: Meaningfully reducing Solutions Architect production time and repeatable AI-powered workflows in use.

You will love our culture if you are:

• An ambitious intrapreneur who loves building new things.
• Someone that loves technology, process as well as numbers – and all the space in between – to figure out the right balance of features, functionality, and affordability for each client
• Comfortable communicating through a variety of mediums with many different audiences and objectives
• Great at anticipating and solving problems – individually, internally, and for our clients
• An organized self-starter who is always eager to learn something new
• Comfortable adapting to new situations and solving new problems with the pace and occasional ambiguity that occurs in high-growth businesses
• A positive force who enjoys working closely with new people and exploring new ideas
• Driven by seeing your work have a direct impact