Role Purpose
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 Vendors. The 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.
Key Responsibilities
1. Marketing & 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 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.
2. Business Development & 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.
3. Sales Support & Knowledge Assets
- Coordinate with Development teams to obtain 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
- Standard form and PDF repositories
4. Sales Demo Preparation & 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.
5. Sales Demo Upgrades & 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.
6. New Workflow & Assessment Enablement
- Assess 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.
7. 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.
8. Vendor & 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
- 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
Skills & Competencies
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
Educational & Experience Requirements
- Bachelor's degree in business, Engineering, Life Sciences, or related field
- 6–9 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
