Pre-Sales Project Manager - REMOTE

Acliviti doesn’t just advise clients - we co-create their vision, align internal teams, and help them stay ahead of what’s next. We are a vendor-neutral consultancy that helps enterprise organizations define strategy, lead execution, and provide ongoing support - all while aligning stakeholders and delivering outcomes that matter.

• Experts in customer experience delivering operational and technical transformation
• Strategic partners who stay engaged before, during, and after implementation to ensure objectives are achieved
• Boardroom translators - connecting CX vision, technical platforms, and financial value
• Outcome-driven professionals who know 95% of spend is on human capital, not just tech
• Remote-first and cross-functional, with deep expertise across industries

• Enterprise organizations modernizing their customer engagement ecosystem
• CX, IT, Operations, and Finance leaders seeking true stakeholder alignment
• Teams navigating complex transformation programs with high visibility and high stakes
• Businesses who need business cases, vendor guidance, and enterprise-class execution
• Companies looking to optimize revenue & cost models, reduce friction, and drive customer growth

We lead clients through a continuous improvement cycle with three integrated service areas:

We help clients define where they’re going - and how to get there.

• Customer Experience Design
• Performance Optimization
• Transformation Capabilities

We lead execution across people, platforms, and processes.

• Technical Platform & Capabilities
• Operational Management
• Data & Analytics

We stay engaged post-launch to ensure long-term success.

• Operational & Technical Oversight
• Outcome & Expense Management
• Artificial Intelligence & Data Segmentation

We are seeking a Technical Presales Project Manager to support our Presales team by turning customer discovery and technical conversations into high-quality solution documentation, coordinating presales activities, and building AI-powered tools that improve how we sell and deliver our solutions.

This is a hands-on technical role for someone who combines technical fluency, project coordination, strong communication, and a builder mindset.

• Translate customer meetings, transcripts, notes, and recordings into solution designs, scope summaries, requirements, pricing inputs, and customer-ready documentation.
• Prepare deliverables to approximately 80% completion for Solutions Architect review.
• Coordinate presales activities, action items, deadlines, and stakeholder follow-up across multiple opportunities.
• Maintain accurate opportunity documentation in Salesforce, Rocket Lane, SharePoint, and related systems.
• Support clean and complete Presales-to-Delivery handoffs.
• Identify repetitive work and build AI tools, prompts, workflows, scripts, templates, and agents to automate it.
• Identify gaps, assumptions, and inconsistencies and elevate them appropriately.
• Help extend successful AI workflows into Engineering, Architecture, Project Management, and other teams.

• 3+ years of project, program, or operations management experience, managing multiple concurrent work streams.
• Experience creating or maintaining SOWs, solution designs, pricing models, requirements, or project documentation.
• Experience coordinating cross-functional teams and processes where work moves between multiple stakeholders, approvals, and deadlines.
• Strong ability to organize ambiguous information, identify gaps, track dependencies, and drive work to completion.
• Experience working in or supporting Sales, Presales, Customer Experience, Contact Center, SaaS, or technology environments.
• Strong technical writing and documentation skills, with the ability to…