Presales Coordinator - D365

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Armanino (USA) is proud to be among the top 20 Largest Firms in the United States of America and one of the Best Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino (USA), we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

This open position is for Armanino India LLP. Armanino India LLP is a fully owned subsidiary of Armanino (USA).

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

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

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 ensuring: Final SOWs and assumptions are clearly documented

Key presales decisions, risks, and dependencies are captured

Required information is shared with delivery teams prior to project kickoff

3 - 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 – Sales, Customer Service, Field Service)

Business Central (BC)

Strong organizational skills with high attention to detail

Experience working with: SOWs, proposals, contracts, and approval workflows

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

Prior experience in IT services, consulting, or ERP implementation organizations

High‑level understanding of ERP business processes (no functional configuration required)

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

Compensation and Benefits

Compensation: Commensurate with Industry standards

Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position.

"A rmanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.