Remote IT Services Pre-Sales Consultant

MetroSys; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

MetroSys is seeking a Services Pre-Sales Consultant to translate customer technology needs into well-defined, commercially sound service engagements. This role operates at the intersection of sales, technical consulting, service delivery, and business operations.

You will work with customers and account teams to shape solutions, determine delivery models, and craft documentation and pricing to move opportunities into execution.

Qualifications

• 3+ years of experience in IT professional services, pre-sales consulting, solutions consulting, sales engineering, technical services, or a similar customer-facing technology role.
• Experience gathering technical and business requirements and converting them into clearly defined service engagements.
• Hands-on experience developing or contributing to Statements of Work, proposals, estimates, project scopes, or services pricing.
• Understanding the lifecycle of an IT services engagement, from discovery and solution development through contracting and delivery handoff.
• Ability to communicate effectively with customers, account executives, engineers, technical architects, project managers, vendors, and business stakeholders.
• Strong written communication skills with the ability to produce clear, professional, customer-facing documentation.
• Ability to evaluate project requirements, identify potential risks and dependencies, and recognize when additional technical expertise is required.
• Strong organizational skills with the ability to manage multiple active opportunities and priorities simultaneously.
• Working knowledge of Microsoft 365 and common CRM, quoting, documentation, and business productivity platforms.

Responsibilities

• Partner with sales during the services sales cycle to understand objectives, requirements, timelines and outcomes.
• Facilitate discovery conversations to develop clear project requirements and potential risk areas.
• Translate discovery findings into defined service scopes, deliverables, responsibilities, timelines, and acceptance criteria.
• Create and refine SOWs, service proposals, estimates, and supporting customer documentation for opportunities.
• Develop service pricing and resource models considering labor, partner costs, complexity, delivery risk, and margins.
• Determine delivery approaches using internal resources, subcontractors, or partners.
• Coordinate validation with architects, engineers, and experts before presenting solutions to customers.
• Support account executives during presentations, scope discussions, proposals, and negotiations.
• Identify scope gaps, dependencies, assumptions, or risks before engagement finalization.
• Engage partners when specialized capabilities or capacity are required.
• Review partner proposals to ensure alignment with customer requirements and the MetroSys solution.
• Coordinate internal approvals for pricing, scope, resources, and terms.
• Prepare engagements for transition to delivery with clear communication of expectations and responsibilities.
• Maintain accurate opportunity, pricing, scope, and engagement data in business systems.
• Help develop reusable SOW language, estimating methods, service offerings, templates, and pre-sales processes.

Skills

IT pre-sales

Sales engineering

Requirements gathering

SOWs & proposals

Pricing & quoting

Stakeholder communication

CRM tooling

Education

Bachelor's degree in IT or related field

Tools

CRM systems

MS 365

Job description

MetroSys is seeking a Services Pre-Sales Consultant to translate customer technology needs into well-defined, commercially sound service engagements. This role operates at the intersection of sales, technical consulting, service delivery, and business operations.

You will work with customers and account teams to shape solutions, determine delivery models, and craft documentation and pricing to move opportunities into execution.