Presales Operations Specialist

Job Title:
Specialist, Presales Operations

Reports To:
Senior Vice President, Operations

Location:
Flexible

Date:
February 20, 2026

Meridian IT Inc. is an award-winning MSP focused on Infrastructure and Platform Solutions and Managed Services for premise-based, private and hybrid cloud hosting for x86 and IBM Power environments. Our solutions encompass the full spectrum of IT infrastructure, platforms, contact center, and security solutions that help businesses thrive.

Our Mission is to deliver and manage secure, reliable, and scalable IT infrastructures and platforms businesses need by transforming essential technology investments into long-term competitive advantages.

With more than 45 years in business, Meridian IT Inc is wholly owned by Meridian Group International and is privately held.

The Presales Operations Specialist is a detail-oriented and proactive team member responsible for supporting Account Managers and Account Directors throughout the sales cycle. This role focuses on accurate execution of presales activities including CRM management, proposal support, internal coordination, and post-sales handoffs.

As part of the Presales Operations team, this position helps ensure consistency, efficiency, and operational excellence across customer opportunities while developing foundational knowledge of presales workflows and tools.

• Create and manage opportunities in the CRM (e.g., Salesforce) following defined processes.
• Manage incoming presales requests and ensure timely responses.
• Support proposal, pricing, and SOW development using approved templates and guidance.
• Apply standard discount guidelines and elevate non-standard pricing for approval.
• Track renewals, recurring maintenance opportunities, and quote expirations.

• Maintain accurate account and opportunity data, including deal notes, SKUs, and pricing.
• Monitor deal progress and flag missing or outdated information.
• Support CRM data integrity and pipeline hygiene.

• Submit complete and accurate internal order documentation.
• Assist with post-sales handoffs by ensuring required documentation is completed and shared.
• Coordinate with Sales, Delivery, Finance, and Legal to gather information and resolve basic issues.

• Provide routine reporting on pipeline activity, proposals, and opportunity status.
• Assist with QBRs and internal forecasting preparation.

• Follow established SOPs, templates, and workflows.
• Handle confidential customer and company information appropriately.
• Perform other duties as assigned.

• Strong organizational and time management skills.
• High attention to detail with a process-driven mindset.
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Basic experience with CRM systems (Salesforce preferred).
• Strong written and verbal communication skills.
• Ability to work effectively in a team-oriented environment.

• Bachelor’s degree in Business, Operations, or a related field, or equivalent experience.
• 2+ years of experience in sales support, sales operations, proposal coordination, or a similar role.

Meridian Group International, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.