Assistant Manager - Presales

The Assistant Manager - Presales plays a critical sales enablement and demo operations role, acting as a bridge between Sales, Business Development, Marketing, Product, Development, QA, and VendorsThe role ensures that sales demos, collateral, tools, and workflows are always demo-ready, accurate, up to date, and aligned with revenue goals. This position is high-impact and accountability-driven, directly influencing sales pipeline conversion through flawless demo readiness, strong SDR support, and proactive coordination across teams.

The core responsibilities for the job include the following:

Marketing and Sales Collateral Support:

• Review and validate all case studies, feature brochures, flyers, and prospect-facing marketing content for accuracy and relevance.
• Coordinate with product and development teams to source the latest product screenshots for marketing, events, webinars, and sales decks.
• Update and maintain sales and product presentations with the latest features and workflow changes.
• Manage periodic approval and renewal of integration flyers, ensuring written sign-offs from stakeholders.

Business Development and SDR Support:

• Review and support agreements, proposals, and amendments in coordination with Business Development.
• Manage and oversee SDR operations, including: Reviewing email sequences, messaging templates, and outreach content, Creating and monitoring lead generation calendars.
• Planning nurture and re-engagement campaigns for dormant opportunities.
• Coordinating with Marketing to avoid database overlap across campaigns.
• Own and publish pipeline reports, including hot/open lead status, opportunity conversions, and SDR lead trackers.
• Ensure all SDR sales requirements are fulfilled on time.

Sales Support and Knowledge Assets:

• Coordinate with development teams to obtain the latest screenshots and feature updates for sales use.
• Biannual updates of core sales presentations.
• Maintain, review, and refresh critical sales assets annually, including: Specialty standard workflows, integrated EHR sales decks (Intergy, athenaOne, Veradigm, Cerner), assessment and scoring workflows, and standard form and PDF repositories.

Sales Demo Preparation and Execution (Critical Responsibility):

• Own end-to-end sales demo readiness, ensuring systems are fully functional, stable, and tested ahead of every demo.
• Coordinate with QA, Development, CA Support, and Product teams to identify and mitigate any demo-impacting changes.
• Understand demo focus areas from Sales/BD and thoroughly test demo environments at least 2 days in advance.
• Ensure SSO mapping, patient setup, and demo scenarios are configured correctly across EHRs.
• Escalate recurring issues formally to Development, maintaining proper documentation and leadership visibility.
• Share pre-demo test reports with Sales and BD and ensure stakeholders are informed of any risks.
• Be fully accountable for demo sanity, recognizing demos as a key driver of sales pipeline success.

Sales Demo Upgrades and Enhancements:

• Ensure the latest product versions are available and tested in sales demo environments.
• Coordinate upgrade timelines with Sales, BD, and Product teams based on upcoming prospect calls.
• Execute, document, and communicate demo upgrade testing results within 24 hours.
• Track, follow up, and log all demo-related issues post-upgrade for closure and auditability.

New Workflow and Assessment Enablement:

• Assess the feasibility of new demo requirements in collaboration with development.
• Conduct cross-EHR testing of new workflows or assessments.
• Present new capabilities internally and create PPT documentation for sales and BD consumption.

Sales Demo Maintenance:

• Conduct quarterly health checks of demo dashboards and environments.
• Maintain accurate records of EHR mappings, fields, and configurations.
• Test demos using both new and existing patients to ensure reliability.

Vendor and Tool Ownership Management:

• Oversee vendor-related operational ownership, including hardware orders and portal access.

Good to Have:

• Manage ownership transitions and ensure historical continuity for tools such as DocuSign, Zoho CRM, and RingCentral.
• Demo credential repositories and sandbox environments.

Stakeholder Management:

• Internal: Sales, Business Development, Marketing, Product Development, QA, Support.
• External: EHR vendors, platform partners.
• Key accountability stakeholders: sales leadership, business leadership.

Requirements:

• Bachelor's degree in business, engineering, life sciences, or a related field.
• 5-9 years of experience in business development support, sales enablement, product operations, or demo management.
• Prior experience working closely with Sales and Product teams is highly desirable.

Functional Skills:

• Strong understanding of sales cycles, demos, and pipeline management.
• Experience with healthtech / EHR-integrated products (preferred).
• Ability to translate technical workflows into sales-friendly narratives.
• Strong documentation, reporting, and stakeholder communication skills.

Behavioral Competencies:

• High ownership and accountability.
• Excellent cross-functional coordination.
• Detail-oriented with strong problem-solving ability.
• Ability to work under tight timelines and high demo pressure.
• Proactive, structured, and process-driven.