Technical Presales Project Manager

Location: Remote USA

Full-Time or 1099

Why We’re Different:

 

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.

 

We Are:

  • 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

 

Our Clients Are:

  • 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

 

How We Solve:

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

 

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

  • Customer Experience Design
  • Performance Optimization
  • Transformation Capabilities

 

Execution: We lead execution across people, platforms, and processes.

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

 

Managed Solutions & Support: 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.

Key Responsibilities

  • 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 escalate them appropriately.
  • Help extend successful AI workflows into Engineering, Architecture, Project Management, and other teams.

 

Required Qualifications

  • 3+ years of project, program, or operations management experience, managing multiple concurrent workstreams.
  • 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 translate complex conversations into structured, professional deliverables.
  • Comfortable working with AI tools and emerging technology, with demonstrated interest in using AI to improve workflows and productivity.
  • Strong analytical skills and enough technical fluency to review AI-generated technical content, identify inconsistencies, and know when something requires expert review.
  • Experience using project management, CRM, PSA, or workflow tools such as Rocket Lane, Salesforce, Jira, Asana, Monday.com, Smartsheet, or similar platforms.
  • Highly organized, detail-oriented, proactive, and comfortable managing multiple fast-moving priorities simultaneously.
  • Deep curiosity and a continuous-improvement mindset—someone who naturally looks for ways to make a process better, faster, and more scalable.

 

Preferred Qualifications

  • Experience in CCaaS, CX, contact center technology, or technology consulting.
  • Experience working with AI/LLM tools, automation, agents, or workflow automation.
  • Familiarity with Cognigy, NICE CXone, Genesys, Five9, or similar platforms.

What Success Looks Like

30 days: Producing first-pass presales documentation with review.

60–90 days: Owning presales deliverable assembly and handoff coordination for active opportunities.

6 months: Meaningfully reducing Solutions Architect production time and repeatable AI-powered workflows in use.

You will love our culture if you are:

  • An ambitious intrapreneur who loves building new things.
  • Someone that loves technology, process as well as numbers – and all the space in between – to figure out the right balance of features, functionality, and affordability for each client
  • Comfortable communicating through a variety of mediums with many different audiences and objectives
  • Great at anticipating and solving problems – individually, internally, and for our clients
  • An organized self-starter who is always eager to learn something new
  • Comfortable adapting to new situations and solving new problems with the pace and occasional ambiguity that occurs in high-growth businesses
  • A positive force who enjoys working closely with new people and exploring new ideas
  • Driven by seeing your work have a direct impact