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Pre-Sales Operations Specialist I at HSI. The Pre-Sales Operations Specialist supports Customer Success Managers (CSMs), National Sales Executives (NSEs) and Account Executives (AEs) by ensuring pre-sales accurate deal entry. This role focuses on Salesforce administration, contract preparation, and sales order process governance to improve operational efficiency. . Essential Functions: . . Assist with pre-sales inquiries and order forms to streamline the sales process. . . Ensure contract and opportunity data accuracy within Salesforce. . . Collaborate with sales leadership to train new sales representatives on CRM processes and tools. . . Manage and troubleshoot Salesforce integrations related to pre-sales activities. . . Support the transition of new deals into the accounting system, ensuring data accuracy. . . Participate in process improvement initiatives to enhance pre-sales efficiency. . . Handle special projects as assigned by leadership.. . Competencies: . . Attention to Detail: Ensure accuracy in order forms, contract changes, and CRM entries. . . Logical Thinking: Understand relational data and maintain process integrity. . . Passion: Demonstrate engagement in supporting internal stakeholders. . . Impact: Proactively address challenges and ensure smooth deal progression. . . Problem Solving: Apply analytical skills to resolve pre-sales operational issues.. . . Minimum 3 years of experience in sales or customer service support with strong Salesforce CRM expertise. . . Bachelor’s degree preferred; equivalent experience accepted . . Proficiency in MS Office, especially Excel (advanced preferred), and Salesforce.. . . Company Location: United States.