Hybrid Senior Pre-Sales Specialist

Posted 1 hour ago

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About the role

  • Senior Pre-Sales Support Specialist based in Mexico City. Leading global pre-sales operations to enable Sales and Account Management teams in winning new business.

Responsibilities

  • Serve as the central coordinator for pre‑sales: proposal creation, contract development, deal modelling/pricing, and data management
  • Support Sales and Account Managers in building account plans, sales strategies, and outreach campaigns
  • Partner with Legal and Finance to drive timely document reviews and ensure proper revenue recognition
  • Lead large, complex opportunities and RFPs, aligning internal/external teams, safeguarding commercial terms, and advancing deal progression
  • Own and improve sales collateral (reusable templates, case studies) to accelerate proposal turnaround
  • Collaborate with Resource Management and Talent Acquisition to validate ramp‑up plans
  • Enhance and optimize pre-sales tools and processes to improve efficiency
  • Office presence in central CDMX 1+ day per week

Requirements

  • 5+ years in a consultative sales or pre‑sales role is a must
  • Experience with contract preparation and deal modelling/pricing preferred
  • Excellent communication and stakeholder management skills
  • Flexible to work across locations and engage senior leadership
  • Minimum English proficiency level for this role is C1 (Advanced)
  • Strong organization, attention to detail, and comfort managing multiple priorities in a fast‑paced environment
  • Effective working both independently and collaboratively
  • High level of proficiency in Word, PowerPoint, and Excel - mandatory
  • Figma experience is preferred
  • Solid business acumen
  • Experience in sales of software development services is a must
  • Experience in sales of financial services is preferred
  • Experience working at a consultancy is preferred
  • Experience or knowledge of Salesforce is preferred
  • Personal traits: resilient, flexible, sharp, positive, smart, ambitious, growth-oriented

Benefits

  • Opportunity to work on cutting-edge projects
  • Collaborate with industry leaders
  • Accelerate career growth
  • Build and nurture relationships with high-profile clients
  • Identify new business opportunities
  • Expand service offerings within wealth management sector

Job title

Senior Pre-Sales Specialist

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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