Assistant Manager - Presales

The Assistant Manager - Presales plays a critical sales enablement and demo operations role, acting as a bridge between Sales, Business Development, Marketing, Product, Development, QA, and VendorsThe role ensures that sales demos, collateral, tools, and workflows are always demo-ready, accurate, up to date, and aligned with revenue goals. This position is high-impact and accountability-driven, directly influencing sales pipeline conversion through flawless demo readiness, strong SDR support, and proactive coordination across teams.

The Core Responsibilities For The Job Include The Following

Marketing and Sales Collateral Support:

• Review and validate all case studies, feature brochures, flyers, and prospect-facing marketing content for accuracy and relevance.
• Coordinate with product and development teams to source the latest product screenshots for marketing, events, webinars, and sales decks.
• Update and maintain sales and product presentations with the latest features and workflow changes.
• Manage periodic approval and renewal of integration flyers, ensuring written sign-offs from stakeholders.
  
  

Business Development And SDR Support

• Review and support agreements, proposals, and amendments in coordination with Business Development.
• Manage and oversee SDR operations, including: Reviewing email sequences, messaging templates, and outreach content, Creating and monitoring lead generation calendars.
• Planning nurture and re-engagement campaigns for dormant opportunities.
• Coordinating with Marketing to avoid database overlap across campaigns.
• Own and publish pipeline reports, including hot/open lead status, opportunity conversions, and SDR lead trackers.
• Ensure all SDR sales requirements are fulfilled on time.
  
  

Sales Support And Knowledge Assets

• Coordinate with development teams to obtain the latest screenshots and feature updates for sales use.
• Biannual updates of core sales presentations.
• Maintain, review, and refresh critical sales assets annually, including: Specialty standard workflows, integrated EHR sales decks (Intergy, athenaOne, Veradigm, Cerner), assessment and scoring workflows, and standard form and PDF repositories.
  
  

Sales Demo Preparation And Execution (Critical Responsibility)

• Own end-to-end sales demo readiness, ensuring systems are fully functional, stable, and tested ahead of every demo.
• Coordinate with QA, Development, CA Support, and Product teams to identify and mitigate any demo-impacting changes.
• Understand demo focus areas from Sales/BD and thoroughly test demo environments at least 2 days in advance.
• Ensure SSO mapping, patient setup, and demo scenarios are configured correctly across EHRs.
• Escalate recurring issues formally to Development, maintaining proper documentation and leadership visibility.
• Share pre-demo test reports with Sales and BD and ensure stakeholders are informed of any risks.
• Be fully accountable for demo sanity, recognizing demos as a key driver of sales pipeline success.
  
  

Sales Demo Upgrades And Enhancements

• Ensure the latest product versions are available and tested in sales demo environments.
• Coordinate upgrade timelines with Sales, BD, and Product teams based on upcoming prospect calls.
• Execute, document, and communicate demo upgrade testing results within 24 hours.
• Track, follow up, and log all demo-related issues post-upgrade for closure and auditability.
  
  

New Workflow And Assessment Enablement

• Assess the feasibility of new demo requirements in collaboration with development.
• Conduct cross-EHR testing of new workflows or assessments.
• Present new capabilities internally and create PPT documentation for sales and BD consumption.
  
  

Sales Demo Maintenance

• Conduct quarterly health checks of demo dashboards and environments.
• Maintain accurate records of EHR mappings, fields, and configurations.
• Test demos using both new and existing patients to ensure reliability.
  
  

Vendor And Tool Ownership Management

• Oversee vendor-related operational ownership, including hardware orders and portal access.
  
  

Good To Have

• Manage ownership transitions and ensure historical continuity for tools such as DocuSign, Zoho CRM, and RingCentral.
• Demo credential repositories and sandbox environments.
  
  

Stakeholder Management

• Internal: Sales, Business Development, Marketing, Product Development, QA, Support.
• External: EHR vendors, platform partners.
• Key accountability stakeholders: sales leadership, business leadership.
  
  

Requirements

• Bachelor's degree in business, engineering, life sciences, or a related field.
• 5-9 years of experience in business development support, sales enablement, product operations, or demo management.
• Prior experience working closely with Sales and Product teams is highly desirable.
  
  

Functional Skills

• Strong understanding of sales cycles, demos, and pipeline management.
• Experience with healthtech / EHR-integrated products (preferred).
• Ability to translate technical workflows into sales-friendly narratives.
• Strong documentation, reporting, and stakeholder communication skills.
  
  

Behavioral Competencies

• High ownership and accountability.
• Excellent cross-functional coordination.
• Detail-oriented with strong problem-solving ability.
• Ability to work under tight timelines and high demo pressure.
• Proactive, structured, and process-driven.
  
  

This job was posted by Meghana Boyapatisheher from HealthAsyst.