Presales Operations Specialist, Meridian IT
Office located in Deerfield, IL
Global managed service provider
Posted today
Global managed service provider
21-100 employees
Posted today
Office located in Deerfield, IL
21-100 employees
Company mission
To guide customers in transforming technology tools and resources into undeniable business value.
Role
Who you are
- Strong organizational and time management skills
- High attention to detail with a process-driven mindset
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Basic experience with CRM systems (Salesforce preferred)
- Strong written and verbal communication skills
- Ability to work effectively in a team-oriented environment
- Bachelor’s degree in Business, Operations, or a related field, or equivalent experience
- 2+ years of experience in sales support, sales operations, proposal coordination, or a similar role
What the job involves
- Reports To: Senior Vice President, Operations
- The Presales Operations Specialist is a detail-oriented and proactive team member responsible for supporting Account Managers and Account Directors throughout the sales cycle
- This role focuses on accurate execution of presales activities including CRM management, proposal support, internal coordination, and post-sales handoffs
- As part of the Presales Operations team, this position helps ensure consistency, efficiency, and operational excellence across customer opportunities while developing foundational knowledge of presales workflows and tools
- Create and manage opportunities in the CRM (e.g., Salesforce) following defined processes
- Manage incoming presales requests and ensure timely responses
- Support proposal, pricing, and SOW development using approved templates and guidance
- Apply standard discount guidelines and escalate non-standard pricing for approval
- Track renewals, recurring maintenance opportunities, and quote expirations
- Maintain accurate account and opportunity data, including deal notes, SKUs, and pricing
- Monitor deal progress and flag missing or outdated information
- Support CRM data integrity and pipeline hygiene
- Submit complete and accurate internal order documentation
- Assist with post-sales handoffs by ensuring required documentation is completed and shared
- Coordinate with Sales, Delivery, Finance, and Legal to gather information and resolve basic issues
- Provide routine reporting on pipeline activity, proposals, and opportunity status
- Assist with QBRs and internal forecasting preparation
- Follow established SOPs, templates, and workflows
- Handle confidential customer and company information appropriately
- Perform other duties as assigned
Our take
With a multitude of technologies available to help businesses manage and scale operations, it can be difficult for them to know which to invest in to maximise impact. Meridian IT provides tailored managed services for businesses, to get them the right products for extracting the most business value.
Meridian IT is a division of Meridian International, which has been a leader in enterprise technology since 1979. The company delivers a combination of cloud services, security, software, and AI as a single package, enabling it to provide solutions to almost any client problem. In addition, its technology adoption experts ensure custom delivery to match any business specifications.
Though there are other companies operating in the space, Meridian IT has a good footing which it should maintain as more businesses continue to digitise. Alongside this, its an IBM platinum partner, which means it has achieved high levels of customer satisfaction, highlighting how its solutions are regarded as transformative in its field.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Company HQ
Henley-in-Arden, UK
Leadership
Andy Haley
(Managing Director (not founder))Former Group Sales & Marketing Director at CSI Limited. Previously Sales & Marketing Director at Blue Chip Limited. Has worked extensively in other Sales and Marketing roles.
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