Presales Operations Lead

Presales Operations Lead for Service Management - Ops Mgmt Mgr

What success looks like in this role:

Work Intake and Deal Coordination

• Manage intake of qualified and early-stage opportunities
• Confirm GDS requirements and expectations with requesting teams
• Represent GDS in deal qualification discussions when required
• Classify and track deals in the central tracker
• Escalate gaps in deal qualification
• Act as gatekeeper for incoming presales work, ensuring requests are properly qualified and information is complete
• Challenge incomplete requests and clarify expectations before engaging Solution Architects

Pipeline, Tracker Ownership and Reporting

• Maintain the Deal Tracker and Presales Planner
• Track deal status, ownership, blockers, and artefact readiness
• Maintain visibility of SA workload and deal flow
• Produce weekly capacity snapshots highlighting workload, risks, and resourcing gaps
• Support backlog reviews and pipeline hygiene
• Summarise operational risks when relevant

Coordination and Governance

• Maintain and update the Loopio collateral tracker and response plan
• Identify content gaps and coordinate updates
• Complete Loopio responses where appropriate
• Monitor upcoming Solution Validation Reviews (SVR)
  • Confirm GDS attendance
  • Identify preparation requirements
  • Flag missing artefacts
• Coordinate Strategic Solutions team meetings when required
  • Schedule meetings
  • Draft agendas
  • Capture actions and track follow-ups

Team Support

• Track follow-ups from Simon’s 1:1 meetings with Solution Architects
• Maintain and update the Book of Business (BoB)
• Support coordination across the SA team on active opportunities
• Assist with workload planning and coverage

Operational Administration

• Perform weekly hygiene checks across SharePoint repositories
• Maintain folder structure, naming conventions, and version control
• Archive outdated material
• Perform Salesforce hygiene checks
  • Ensure GDS offerings are correctly tagged
  • Validate SA ownership
  • Identify stage or naming inconsistencies
• Maintain clean and structured repositories for presales artefacts

#LI-RB1

You will be successful in this role if you have:

Organisation and Workflow Management

• Highly organised, structured, and reliable
• Able to manage multiple workstreams and follow up consistently
• Strong prioritisation and organisational discipline
• Comfortable escalating when progress stalls

Tools and Systems

• Strong Excel or Smartsheet capability (filters, formulas, conditional formatting)
• Confident using SharePoint, Teams, PowerPoint, and Planner
• Comfortable using Power BI and Salesforce for reporting and data validation
• Familiarity with Loopio or similar RFP response platforms desirable

Communication and Interpersonal

• Comfortable engaging with people at all levels of the organisation
• Polite but firm when requesting information or chasing actions
• Able to manage expectations clearly and diplomatically
• Strong verbal and written communication
• Able to summarise complex information clearly

Work Style and Personal Traits

The successful candidate will demonstrate:

• A confident and proactive personality capable of getting things done
• Strong follow-through and persistence when chasing inputs or actions
• The ability to challenge incomplete requests and ask the right questions
• Focus and discipline in managing a busy workflow
• Ability to cut through noise and maintain priorities
• Professional judgement balancing diplomacy with firmness

Unisys is proud to be an equal opportunity employer that considers all qualified applicants without regard to age, blood type, caste, citizenship, color, disability, family medical history, family status, ethnicity, gender, gender expression, gender identity, genetic information, marital status, national origin, parental status, pregnancy, race, religion, sex, sexual orientation, transgender status, veteran status or any other category protected by law.

Local employment practices and rights may vary by jurisdiction and are subject to applicable local laws. This commitment includes our efforts to provide for all those who seek to express interest in employment the opportunity to participate without barriers.

 

If you are a US job seeker unable to review the job opportunities herein, or cannot otherwise complete your expression of interest, without additional assistance and would like to discuss a request for reasonable accommodation, please contact our Global Recruiting organization at GlobalRecruiting@unisys.com. US job seekers can find more information about Unisys’ EEO commitment here.

Experience Level

Senior Level