Pre-Sales Associate

Job Summary: We are seeking a motivated and detail-oriented Pre-Sales Associate to support our sales and business development efforts. This role is critical in bridging the gap between our technical solutions and client needs. As a Pre-Sales Associate, you will collaborate closely with customer success, developers, and product teams to deliver compelling presentations, demos, and proposals that address client objectives. Additionally, through your customer insights, you will help drive GTM and product strategy.

Key Responsibilities: 

• Customer Qualification: Partner with the product team to understand customer requirements and craft tailored solutions.
• Demo Preparation and Delivery: Assist in preparing and delivering customized product demonstrations and proof-of-concepts for prospective clients, based on client-specific needs. 
• Product Development: Translate complex technical concepts into easy-to-understand value propositions.
• RFP Management: Support RFP/RFI responses and sales proposals. 
• Marketing Collateral Management: Maintain documentation and sales enablement assets to ensure consistency and accuracy. 
• Market Research: Conduct market research and competitive analysis to inform pre-sales strategy.

1-Year Markers of Success: 

• Full ownership of the pre-sales process
• Successful navigation of 5 customers from top-of-funnel to contracting
• Revamping of marketing collateral

Ideal Qualifications: 

• Education: Bachelor’s degree in Business Administration, Marketing, or a related field 
• Work Experience: 3 – 5 years of prior work experience 
• Technical Skills: 
  • Proficiency in navigating complex software solutions
  • Strong powerpoint and excel skills
• Soft Skills: 
  • Strong communication, presentation, and interpersonal skills
  • Ability to learn quickly and articulate complex technical solutions 
  • Detail-oriented with excellent organizational and project management skills
  • Consistency in updating CRM tools 
  • Independence, bias towards action, ownership-mindset and ability to work effectively in a fast-paced start-up environment 
  • Ability to collaborate on cross-functional teams and manage multiple tasks simultaneously 
• Bonus Points: Experience in the (Medicare) Insurance Industry

Benefits: 

• Competitive salary and annual bonus 
• Equity eligibility with tenure 
• Comprehensive health, dental, and vision insurance 
• Retirement savings plan with company match 
• Paid time off plus 10 Company holidays

About Us:

EvolveNXT is an enterprise software company that builds transformative technologies to help insurance companies and brokerage agencies more effectively manage their policies, brokers, and policyholders, all in an efficient and compliant fashion. Since 2011, the Company has become the health care industry’s leading sales channel management and incentive compensation software platform, providing a one-stop solution for all lines of business. EvolveNXT has recently partnered with Silversmith, a Boston-based growth equity firm with $3.3 billion under management. Silversmith's mission is to partner with and support the best entrepreneurs in growing, profitable technology and healthcare companies.

Company Principles:

• Achieve the extraordinary. Because life is too short – and the opportunity cost for our time is too high – to settle for ordinary. We strive to take pride in our work and set the bar high to deliver what few get to achieve 
• Work ahead of the curve. Innovate product, solve problems, and anticipate customer trends even before our customers voice them. Become the de facto brand of choice for all parties in the insurance industry to partner with 
• Be a dream team. Because we can make a bigger mark collectively than individually if we all pull more weight than expected. Because we want to share the journey, the setbacks, the successes, and the memories together. Because the biggest impact we can make is by working together to better the lives of our customers and each other

Note: EvolveNXT supports and celebrates diverse backgrounds. Given the size of our company, we are unable to hire candidates that will eventually require visa sponsorship.