Presales and Project Admin
2 weeks ago
Job Description: Presales & Projects Support
Position Overview
Workstatz is looking for a proactive and detail-driven
Presales & Projects Support Specialist
to join our growing team.
This role will be instrumental in bridging the gap between sales, clients, and project delivery.
The individual will provide hands-on support during the presales process, assist with proposals and demos, and help manage client projects from onboarding through to completion.
You will report directly to the
Managing Director
and work closely with both clients and internal teams to ensure smooth solution implementation and an excellent customer experience.
Key Responsibilities
Presales Support
- Preparing proposals, quotations, and client presentations.
- Assist with presales research, solution scoping, and gathering client requirements.
- Coordinate product demos and presentations, ensuring all client information is well-prepared.
- Maintain accurate records of sales opportunities and follow-ups in the CRM.
- Lead generation and new business sales.
Projects Support
- Assist in onboarding new clients, ensuring all system setups, configurations, and data are correctly captured.
- Coordinate project activities, timelines, and deliverables.
- Maintain project documentation including scope of work, handover notes, and progress reports.
- Act as a point of contact for clients during project rollout, providing clear communication and updates.
- Escalate risks, delays, or challenges to the Managing Director proactively.
General Support
- Ensure processes and documentation are kept up to date and aligned with Workstatz standards.
- Provide administrative support where required to improve operational efficiency.
- Contribute feedback to enhance customer experience and project workflows.
Skills & Competencies
- Strong organizational and multitasking skills.
- Excellent written and verbal communication.
- Customer-centric mindset with a professional and approachable manner.
- Tech-savvy, with the ability to learn and support SaaS/software solutions quickly.
- Detail-oriented with strong problem-solving skills.
- Ability to work independently and manage priorities in a fast-paced environment.
Qualifications & Experience
- Matric (essential); tertiary qualification in Business, Project Management, or IT (advantageous).
- 2+ years' experience in presales support, client services, or project coordination.
- Experience in SaaS/technology/software industry preferred.
- Familiarity with CRM/project management tools will be an advantage.
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