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