Presales Scoping & SOW Specialist

CentralSquare Technologies; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

CentralSquare Technologies in the United States is seeking a Scope and SOW Specialist who defines project scope, prepares estimates, and authors SOW/SOS documents to align the client and CentralSquare. The role acts as liaison among Sales, Product Management, and Services, using Salesforce and SharePoint to keep records accurate, and thrives in a fast-paced, high-volume environment.

You will ensure clear communication of scope decisions to all audiences and maintain templates for future

Qualifications

• This role defines the scope of effort for CentralSquare software and services projects.
• Produces estimates of hours required to deliver a project for pricing and quoting.
• Authors Statements of Work and Statements of Services (SOW/SOS) that define tasking and deliverables.
• Serves as primary liaison between sales, product management, and services on scope.
• Keeps Salesforce and SharePoint accurate and current.
• Operates in a high-volume environment with quick-turn requests.

Responsibilities

• Responds to Sales Requests in Salesforce by producing estimates of the hours and effort required for a project, to inform the pricing and quoting of the project and the defined effort.
• Writes clear, precise Statements of Work and Statements of Services that define the specific tasking associated with each project and align CentralSquare and the client on what will be delivered.
• Ensures quality and accuracy in every scoping estimate and SOW/SOS, so that project teams and clients share the same understanding of scope and expectations.
• Works collaboratively with Regional Account Executives, Sales Directors, Pricing Managers, Proposal Managers, product management groups, and the services organization to clarify scope, validate assumptions, and resolve open questions.
• Acts as a conduit between sales and the business units responsible for planning, delivering, and supporting CentralSquare Solutions, communicating scope decisions simply and clearly to each audience.
• Maintains Salesforce as the repository for all information collected around scoping requests and the artifacts produced in support of them, and tracks completion of each request against its corresponding sales opportunity.
• Maintains all scoping and SOW/SOS documents in SharePoint according to team standards, including version control and organization.
• Continually optimizes scoping and SOW/SOS templates based on clarifications with product management and services, so that future requests need fewer clarification cycles and less rework.
• Manages a relatively large volume of concurrent requests, including quick-turn requests, prioritizing effectively to meet deadlines.
• Flags risks, gaps, and inconsistencies in requests early, before they become resourcing issues for project teams or scope disputes with the client.
• Participates in internal strategy and working sessions with sales, pricing, product, and services stakeholders.
• Performs all other duties as assigned.

Skills

Requirements gathering

Project scoping

Proposal writing

Cross-functional collaboration

Tools

Salesforce

SharePoint

Job description

CentralSquare Technologies in the United States is seeking a Scope and SOW Specialist who defines project scope, prepares estimates, and authors SOW/SOS documents to align the client and CentralSquare. The role acts as liaison among Sales, Product Management, and Services, using Salesforce and SharePoint to keep records accurate, and thrives in a fast-paced, high-volume environment.

You will ensure clear communication of scope decisions to all audiences and maintain templates for future