Services Pre-Sales Consultant - Full Time Role - Remote
iShift
Services Pre-Sales Consultant
Location: TBD
Job Type: Full-Time
Department: IT Services / Pre-Sales
Job Overview
We are seeking a Services Pre-Sales Consultant to support the qualification, scoping, pricing, and execution of IT services engagements. This is a client-facing role that works closely with sales teams, technical resources, delivery teams, and strategic partners to translate client requirements into accurate, executable Statements of Work (SOWs), proposals, and service quotes .
The ideal candidate will have experience in IT services pre-sales, technical consulting, sales engineering, or services coordination, with strong skills in discovery, solution scoping, commercial evaluation, stakeholder management, and client-ready documentation.
Key Responsibilities
- Lead client discovery and sales engagements to gather business and technical requirements, define scope, identify risks, and determine appropriate delivery approaches.
- Develop, review, and manage client-facing SOWs, proposals, and service quotes .
- Ensure scope accuracy, pricing integrity, margin considerations, and adherence to internal approval processes.
- Serve as a key Services Pre-Sales resource, coordinating sales, technical, delivery, and business stakeholders throughout the opportunity lifecycle.
- Support solution development, client presentations, negotiations, and opportunity progression.
- Coordinate with strategic partners on service delivery, estimates, SOWs, commercial terms, and engagement requirements.
- Evaluate partner estimates and proposed delivery models to ensure alignment with client requirements.
- Coordinate service order processing, procurement requirements, invoicing needs, and handoff of approved engagements to project management, delivery, finance, and partner teams.
- Maintain accurate opportunity, SOW, proposal, and engagement documentation.
- Identify risks, dependencies, and approval requirements throughout the services engagement lifecycle.
- Improve and standardize repeatable pre-sales and services processes.
- Ensure confidentiality, document control, and compliance requirements are maintained.
What This Role Is Not
- This is not a quota-carrying sales role , although the position directly supports services revenue and opportunity progression.
- This is not a project management role , although the position is responsible for coordinating the transition of approved engagements to delivery teams.
- The role coordinates technical resources but does not serve as the final technical authority. Appropriate technical resources will review and validate proposed solutions before finalizing SOWs or solutions.
Required Qualifications
- 3+ years of experience in IT services pre-sales, sales engineering, technical consulting, services coordination, or a related client-facing services role.
- Demonstrated experience leading discovery and defining service scope.
- Experience developing SOWs, proposals, and service quotes .
- Understanding of pricing, delivery models, and services engagement processes.
- Strong stakeholder management and communication skills.
- Ability to collaborate effectively with sales, engineering, delivery teams, clients, and partners.
- Strong organizational and time-management skills with the ability to manage multiple opportunities simultaneously.
- Proficiency with Microsoft 365 and business applications.
- Strong attention to detail and ability to produce accurate, client-ready documentation.
- Ability to identify risks, dependencies, and potential delivery challenges.
Preferred Qualifications
- Experience in IT services, managed services, consulting, or technology solutions environments.
- Understanding of the end-to-end IT services engagement lifecycle .
- Experience coordinating strategic technology partners.
- Experience developing services proposals, SOWs, and pricing estimates.
- Experience with CRM, quoting, and services management platforms .
- Familiarity with order processing, forecasting, procurement, and operational execution.
Ideal Candidate
- The ideal candidate is a services professional who can bridge the gap between sales, technical teams, clients, partners, and delivery . You should be comfortable leading discovery conversations, translating requirements into clearly defined service engagements, developing SOWs and proposals, and coordinating multiple stakeholders through opportunity closure and delivery handoff.
Thanks & Best Regards
Piyush Sharma
Recruitment
eMail: View email address on click.appcast.io | net
7014 East Camelback Road, Suite 1452
Scottsdale, Arizona 85251
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