Pre-Sales Operations Lead

Syntax is a leading Managed Cloud Provider for Mission Critical Enterprise Applications and has been providing comprehensive technology solutions to businesses of all sizes since 1972. Syntax has undisputed strength to implement and manage ERP deployments (Oracle, SAP) in a secure and resilient private, public or hybrid cloud. With strong technical and functional consulting services, and world-class monitoring and automation, Syntax serves some of North America’s largest corporations across a diverse range of industries. Syntax has offices worldwide, and partners with Oracle, SAP, AWS, Microsoft, IBM and other global technology leaders.

About Syntax Syntax is a global technology solutions and services provider helping organizations simplify complex business and technology environments. We combine expertise across cloud, enterprise applications, infrastructure, managed services, cybersecurity, and digital transformation to deliver measurable customer outcomes.

Position Summary

The Pre-Sales Operations Lead enables efficient, consistent, and scalable pre-sales execution across Syntax. This role focuses on the operational coordination and support required to help Customer Solution Directors, Solution Architects, Sales, Delivery, and Bid Management teams progress opportunities from qualification through proposal and handover.

Rather than owning the customer solution or commercial strategy, the Pre-Sales Operations Lead ensures that the right people, information, tools, processes, and governance are in place at the right time. The role will help improve visibility, reduce administrative effort, strengthen process compliance, and promote consistent execution across lines of business.

Key Responsibilities

Pre-Sales Coordination and Support

• Coordinate pre-sales activities across Sales, Customer Solutions, Solution Architecture, Delivery, Finance, Legal, Procurement, and Bid Management.
• Support opportunity initiation, qualification, assignment, planning, and tracking.
• Maintain clear action logs, timelines, responsibilities, dependencies, and decision records.
• Organize internal working sessions, solution reviews, pursuit checkpoints, and bid meetings.
• Follow up on open actions and escalate risks, delays, or resource constraints.
• Help ensure that opportunities move efficiently through the agreed pre-sales process.

Process Governance

• Promote consistent use of Syntax’s pre-sales processes, templates, tools, and approval workflows.
• Maintain and improve pre-sales operating procedures, playbooks, checklists, and reference materials.
• Support the application of RACI models and clarify ownership across the pre-sales lifecycle.
• Track adherence to required governance checkpoints, including qualification, scope definition, estimating, solution review, commercial review, and handover.
• Capture recurring process issues and recommend practical improvements.

Resource and Capacity Coordination

• Support visibility into pre-sales resource demand and availability.
• Coordinate requests for architects, consultants, subject-matter experts, and delivery contributors.
• Track resource assignments, capacity constraints, and competing priorities.
• Help identify opportunities for standardization, reuse, and more efficient allocation of specialist resources.
• Escalate resource risks to the appropriate leadership stakeholders.

Proposal and Bid Support

• Provide operational support for RFPs, RFIs, proposals, renewals, and other customer pursuits.
• Coordinate calendars, deliverables, reviews, approvals, and submission deadlines.
• Support the creation and maintenance of proposal workplans.
• Ensure required contributors receive the relevant information and have clear deadlines.
• Coordinate version control and document completeness in collaboration with Bid Management and proposal leads.
• Support the transition from pre-sales to delivery by ensuring that key assumptions, scope information, risks, and commitments are documented.

Required Qualifications and Experience

• Five or more years of experience in sales operations, pre-sales coordination, bid management, PMO, professional services operations, or a related role.
• Experience supporting complex technology, consulting, cloud, enterprise application, or managed services opportunities.
• Strong understanding of the opportunity-to-proposal lifecycle.
• Demonstrated ability to coordinate multiple stakeholders, priorities, and deadlines.
• Experience working with CRM, pipeline management, reporting, document management, and collaboration tools.
• Strong organizational, analytical, and follow-through skills.
• Excellent written and verbal communication skills.
• Ability to create structure and clarity in complex or fast-moving environments.
• Comfort working across functions, regions, and lines of business.
• Strong attention to detail and commitment to data accuracy.

Preferred Qualifications

• Experience in a technology services, systems integration, SAP, cloud, infrastructure, or managed services organization.
• Experience with RFP/RFI processes and proposal governance.
• Experience with estimating, scoping, resource planning, or professional services financial models.
• Familiarity with CRM and PSA platforms.
• Experience developing dashboards, operational reports, process documentation, or playbooks.
• Project management, sales operations, or business process certification.

Why Syntax?

Become a part of our success story and work in a company with exciting innovation projects that are causing a stir across the industry. We recently launched one of the world's most advanced manufacturing facilities based on SAP S/4HANA Cloud and SAP Digital Manufacturing Cloud for Execution - for Smart Press Shop, a pioneering joint venture between Porsche and forming specialist Schuler.

• Competitive, above-average compensation
• Global tourist: With us, you can also work from abroad from time to time
• Flexible working time models, home office
• Attractive benefits, e.g. company pension scheme or various health offers
• A modern environment in which the "you" is part of it
• Open feedback culture, flat hierarchies and a motivated team
• Individual career planning with continuous training and coaching on the job

You see a personal challenge in this responsible task? Apply now - and become part of the SYNTAX team!

Syntax is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.