Presales Operations Manager at WalkMe · Trevo

Job description

About the role

WalkMe, an SAP company, pioneered the Digital Adoption Platform (DAP) to enable business leaders to fully harness technology in today's complex digital landscape. By leveraging WalkMe's features—guidance, engagement, insights, and automation—employees boost efficiency, executives gain greater visibility into digital usage, and organizations maximize their digital assets, driving successful digital transformation. Together, SAP and WalkMe form a powerful partnership that revolutionizes the digital transformation journey. This collaboration allows businesses to unlock the full potential of SAP's robust ERP solutions while seamlessly enhancing user experience and productivity with WalkMe's intuitive digital adoption platform. We are looking for a data-driven, operationally minded Presales Operations Manager to optimize our global PreSales organization. In this role, you will be the engine that drives visibility, efficiency, and productivity for our demo engineering and solution advisory teams. Your primary mission will be to design, build, and maintain the analytical infrastructure (dashboards and reporting) that tracks solution advisor performance, demo execution, and enablement impact. Beyond analytics, you will champion operational excellence by managing critical Solution Advisor sales tools, optimizing productivity apps, and leading cross-functional project workflows. In this role, you will report directly to the Chief Operating Officer, GTM while closely partnering with and supporting the global strategic needs of SVP, Solution Advisory. Why Join Us? This role sits at the critical intersection of data, strategy, and cutting-edge operational technology. You won't just be maintaining legacy systems—you will have the autonomy to leverage AI-assisted tools and modern analytics to actively reshape how our PreSales team wins deals. What Sets Us Apart At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more. We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace. Hybrid Work Arrangement: We offer a hybrid work schedule to perfectly combine the benefits of remote work and the essential connections and collaborations of onsite work. Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community. Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering. Stay healthy and happy with Wellness@WalkMe! Enjoy quarterly wellness reimbursements, daily BrightBreaks to recharge, and WalkMe’s annual Wellness Month every July—because your well-being matters all year long. WalkMe provides health coverage options, where applicable, to ensure employees have access to essential medical benefits. Our offerings are designed to support the well-being and diverse needs of our global workforce. WalkMe offers a generous annual leave policy tailored to meet regional standards, ensuring all employees enjoy sufficient time off to rest and recharge. WalkMe offers RefreshMe Days throughout the year to further strengthen our commitment to work/life balance. Robust Retirement Contributions: Ask HR about the specific offerings for your region! SAP's acquisition of WalkMe highlights a commitment to enhancing user experience and streamlining software interactions, offering opportunities to work with cutting-edge technology that drives efficiency and innovation in the workplace. Primary Responsibilities Analytics & Insights (Reporting & Dashboards) Solution Advisor Metrics: Establish robust tracking for utilization and deal alignment. Influence without authority across the Solution Advisory team to drive data integrity, ensuring consistent adoption of tooling and tracking behaviors. Demo Excellence Tracking: Build dashboards that monitor demo frequencies, types, success rates, and the correlation between specific demo tracks and revenue outcomes. Enablement Metrics: Track onboarding KPI timelines, technical certification progress, and the overall ROI of pre-sales training initiatives. Executive Reporting: Synthesize complex data streams into clean storytelling narratives. Act as a proactive advisor to PreSales and GTM leadership, using data trends to independently challenge current strategies and recommend operational shifts. Operational Efficiency & Systems Application Solution Design (ASD): Manage ongoing updates, governance, and documentation for key Solution Advisor sales stages (2-4) including our ASD workflows, ensuring ASD’s reflect necessary scale for best in class post sale deliverables. Field Productivity: Own the "PreSales Tech Stack," ensuring that productivity apps and AI-assisted tools reduce manual work and increase time spent in front of customers. Workflow Optimization: Audit and automate repetitive tasks to empower Solution Advisors to focus on high-value technical consultation rather than administrative overhead. Governance & Adoption: Drive the strategy and adoption of new SA tooling, ensuring data hygiene while minimizing friction for the field engineering team. Project Management & Ad-Hoc Operations Cross-Functional Initiatives: Work as One WalkMe to lead operational projects from conception to completion, ensuring milestones are met across PreSales, Sales Operations, Product, and IT. Process Mapping: Continuously audit existing PreSales workflows to identify bottlenecks, proposing and implementing automated solution

Requirements

Technical Proficiencies
Sales Process: Comprehensive understanding of the Solution Advisor role and how it fits in the sales Process.
Salesforce (SFDC): Advanced proficiency in SFDC reporting, custom object tracking, dashboard creation, and standard sales workflow logic.
ServiceNow (SNOW): Hands-on experience building ServiceNow dashboards, tracking IT service/scoping workflows, and leveraging performance analytics modules.
Data Analytics Tools (Power BI, Tableau): Comprehensive knowledge and experience using BI tools to build dashboards and analyze data.
Low-Code/AI Tooling: Familiarity or comfort managing modern, AI-assisted productivity tools or low-code frameworks (vibe coding) to support internal process automation.
Technical Risk Assessment: Ability to identify, quantify, and mitigate technical risks in complex sales cycles, ensuring high technical win-rates and smooth post-sales handoffs.
Experience & Skills
Experience: 3–5 years of experience in Sales Operations, PreSales Operations, or Revenue Operations—ideally within a B2B SaaS environment.
Project Management: Stellar project management skills (PMP, Agile, or equivalent practical experience) with a proven track record of managing multiple stakeholder timelines simultaneously.
Data Literacy: Exceptional ability to translate raw numbers into a cohesive narrative; you don't just build charts, you explain what the charts mean.
Communication: Strong interpersonal skills to collaborate effectively with highly technical solution architects as well as executive sales leaders.
Executive Presence & Stakeholder Management: Proven ability to influence leadership and manage expectations across cross-functional stakeholders (Product, IT, Sales).
Data-Driven Storytelling: Ability to translate raw performance data into a cohesive business narrative that aligns PreSales activity with company revenue goals.
Our job titles may span more than one career level. The total OTE for this role is between $115,000 and $135,000. The actual base pay is dependent upon many factors, such as: location, training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role may also be eligible for bonus and benefits as part of our competitive total rewards package.
TO ALL RECRUITMENT AGENCIES:
WalkMe does not accept agency resumes. Please do not forward resumes to WalkMe employees or any other company location. WalkMe is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company for this specific rol
At WalkMe, we approach Diversity, Equity and Inclusion (DEI) with the same level of collaboration, innovation and accountability that we bring to the rest of our business. We believe in the value of diversity and are committed to ensuring an equitable and inclusive workplace where every employee has an equal opportunity to achieve success.
WalkMe does not discriminate. If a candidate requires a reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact your Talent Acquisition partner immediately.
TO ALL RECRUITMENT AGENCIES: WalkMe does not accept agency resumes. Please do not forward resumes to WalkMe employees or any other company location. WalkMe is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company for this specific role.

About the role

Requirements

Tech stack