Presales Services Advisor

Presales Services Advisor

The Presales Services Advisor will provide front-line support for service requests, qualifying them to ensure alignment with SHI capabilities and customer needs. This role involves coordinating the creation of Statements of Work, facilitating terms and conditions agreements, and supporting the transition of signed agreements to the service delivery team. The specialist will also manage service opportunity pipelines, maintain comprehensive project documentation, and collaborate with internal teams and partners to ensure successful service engagements and a world-class customer experience.

Role Description

• Serve on the Presales Service Desk, providing front-line support for incoming service requests and inquiries.
• Qualify and assess incoming service requests based on SHI's services success criteria to ensure alignment with capabilities and customer needs.
• Oversee and coordinate the creation of Statements of Work (SOWs), ensuring they meet customer requirements and expectations.
• Facilitate the flow of Terms and Conditions between customers, SHI, and partners, ensuring clarity and agreement.
• Engage in discovery calls to gather information on project expectations, customer IT environments, and desired outcomes.
• Maintain comprehensive project documentation throughout the sales cycle, including any necessary SOW revisions.
• Support the transition of signed agreements from the presales process to the SHI service delivery team.
• Manage and update a pipeline of service opportunities, tracking progress and potential engagements.
• Ensure the delivery of a world-class customer experience, adhering to SHI standards and practices.
• Collaborate with internal teams, customers, and partners to facilitate successful service engagements and outcomes.
• Build and maintain strategic relationships with clients and stakeholders.
• Build, maintain, and contribute to process and procedure documentation as necessary.

Behaviors and Competencies

Skill Level Requirements

Other Requirements

The base salary for this position is $55,000 - $75,000. The estimated on-target earnings, or OTE, which includes a base salary and bonus / commissions, are $65,000 - $95,000. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.

Equal Employment Opportunity M / F / Disability / Protected Veteran Status