Presales Coordinator

Overview

Act as the central coordination point for presales activities across Dynamics 365 FSC, CE and Business Central opportunities, supporting Sales and PreSales Architects with tasks, timelines and documentation.

What you'll do

• Act as a central coordination point for presales activities across D365 FSC, CE, and BC opportunities
• Support Sales and PreSales Architects by coordinating presales tasks, timelines, and dependencies
• Track presales activities across multiple opportunities and ensure timely follow-ups
• Assist in preparation and compilation of Statements of Work (SOWs), proposals and pricing documents, and contract exhibits and supporting documentation
• Coordinate inputs from Sales, PreSales Architects, Delivery, Finance, and Legal teams
• Manage document versions, internal reviews, and approval workflows
• Ensure proposals and SOWs align with approved scope, assumptions, and commercial terms
• Maintain accurate and up-to-date opportunity data in CRM systems
• Track key presales milestones such as discovery completion, solution review, pricing approval, and contract execution
• Support pipeline reporting and presales visibility for leadership
• Schedule and coordinate internal presales meetings, deal reviews, and approval checkpoints
• Capture meeting notes, action items, and decisions
• Organize and maintain presales templates, artifacts, and documentation repositories
• Support adherence to standard presales processes across D365 practices
• Support smooth handoff from presales to delivery by documenting final SOWs and assumptions, capturing key presales decisions, risks and dependencies, and sharing required information with delivery teams prior to project kickoff

What you'll need

• 3 to 6 years of experience in Presales Coordination, Sales Operations, PMO, or Consulting Support roles
• Experience supporting ERP or enterprise software sales cycles
• Exposure to Microsoft Dynamics 365 ecosystem, including Finance & Supply Chain (FSC), Customer Engagement (CE, including Sales, Customer Service and Field Service), and Business Central (BC)
• Strong organizational skills with high attention to detail
• Experience working with SOWs, proposals, contracts, and approval workflows
• Experience working with CRM systems and opportunity tracking
• Ability to manage multiple opportunities in parallel
• Strong written and verbal communication skills
• Comfortable working with cross-functional and global (India-US) teams
• High-level understanding of ERP business processes (no functional configuration required)

Nice to have

• Prior experience in IT services, consulting, or ERP implementation organizations
• Experience supporting global or offshore-onshore delivery models
• Familiarity with presales governance, deal reviews, and approval processes
• Experience working with PandaDoc for proposal and contracts

Details

• Location: Hyderabad, India
• Position is with Armanino India LLP, a fully owned subsidiary of Armanino (USA)
• Compensation commensurate with industry standards
• Benefits include Provident Fund, Gratuity, Medical Insurance and Group Personal Accident Insurance, depending on the position