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Hi, I\'m Juhi
Banerjee, your Recruiter and guide to joining CSG! We are excited to
learn more about you and your unique background.
As a CX Services Pre-Sales Architect, you will play a key role in
driving revenue growth by partnering with the Go To Market (GTM)
organization to work with customers and prospects to understand their
requirements, develop solution scope, associated pre-sales assets and
act as a facilitator within the broader selling motion. Leveraging your
expertise and industry best practices, you will serve as a trusted
advisor to customers, helping them envision and plan for successful
implementations of our products and services. You will provide a
consultative approach to drive implementation and post go-live
strategies across the entire CSG CX portfolio.
**We are looking for a CX Services Pre-Sales Architect who will:**
**Services Pre-Sales Guidance & Scoping**
- Partner with Sales Directors and Solution Engineers to position and
sell professional services as part of the overall CX sales motion.
- Utilize expertise, best practices and implementation plans to
properly define services scope through business and technical
requirements. Lead discovery sessions to understand requirements,
implementation readiness and desired outcomes.
- Translate customer needs into a clear, structured and achievable
services approach, including timelines, resource needs and cost
estimates.
- Own the creation of customer estimates, high-level proposals and
Statements of Work (SOWs) that align with both customer needs and
delivery capabilities.
- Provide accurate and timely updates to our CRM systems of record.
Maintain visibility into services pipeline to relevant leaders
across the Customer Success organization.
- Maintain best practices and knowledge around CX products and new
product launches.
**GTM Support**
- Partner with and advise colleagues in the GTM organization educating
and positioning the value of CX Services and associated offerings.
- Collaborate with CX leadership to evolve solution best practices to
adapt to product innovations
- Proactively maintain CX Services pre-sales assets including CRM
intake, high-level estimates, proposals and SOWs with accurate and
timely information for products and services.
**Enablement, Collaboration and Facilitation**
- Work with internal teams including Build, Customer Success and
Delivery to ensure a seamless transition from sales to
implementation
- Assess customer and market needs and maintain services catalog of
available services across Advisory, Delivery and Customer Success.
**Is this opportunity right for you? We are looking for candidates
who:**
- Bachelor\'s degree in business, technology, or a related field or
equivalent education/experience.
- Proficiency in English in a business environment.
- 8+ years defining, selling, positioning, and scoping professional
services for enterprise SaaS organizations.
- 8+ years of experience in consulting, CX, project/program management
and/or account management
- Experience in constructing a Go-To-Market strategy for Professional
Services including definition, pricing and packaging of various
professional services across the value chain.
- Experience creating Statements of Work (SOW) and working with legal
and procurement functions is a plus.
- Strong acumen of complex customer technology requirements and
ability to translate them into existing platform architecture.
- Strong understanding of project management methodologies, software
development lifecycle (SDLC), and best practices in solution
delivery.
- Experience facilitating business and technical req irements
discovery meetings with customer stakeholders in order to create and
negotiate contracts and associated legal documentation.
- Understanding of an enterprise sales motion (sales stages etc.)
- Has worked with CRM platforms including Salesforce.com and Microsoft
Dynamics.
- Excellent communication and presentation skills, with the ability to
effectively convey complex concepts to both technical and
non-technical audiences
- Possess strong leadership and collaboration skills with
cross-functional teams.
- Ability to analyze workflow, evaluate systems, and formulate plans
- Proficiency with other Microsoft Office applications.
- Willingness to travel as needed to meet with prospects and customers
in support of sales activities.
**Our Guiding Principles**
**Impact**
Always help and empower others, whether they\'re colleagues or
customers. When our employees set their minds to something, great things
happen.
**Integrity**
Do what\'s right for our customers and our people while being authentic.
We treat everyone with trust and respect-that\'s just who we are.
**Inspiration**
Be bold in the way you think and passionate about the work you do. Test
out
information, please see:
Hi, I\'m Juhi
Banerjee, your Recruiter and guide to joining CSG! We are excited to
learn more about you and your unique background.
As a CX Services Pre-Sales Architect, you will play a key role in
driving revenue growth by partnering with the Go To Market (GTM)
organization to work with customers and prospects to understand their
requirements, develop solution scope, associated pre-sales assets and
act as a facilitator within the broader selling motion. Leveraging your
expertise and industry best practices, you will serve as a trusted
advisor to customers, helping them envision and plan for successful
implementations of our products and services. You will provide a
consultative approach to drive implementation and post go-live
strategies across the entire CSG CX portfolio.
**We are looking for a CX Services Pre-Sales Architect who will:**
**Services Pre-Sales Guidance & Scoping**
- Partner with Sales Directors and Solution Engineers to position and
sell professional services as part of the overall CX sales motion.
- Utilize expertise, best practices and implementation plans to
properly define services scope through business and technical
requirements. Lead discovery sessions to understand requirements,
implementation readiness and desired outcomes.
- Translate customer needs into a clear, structured and achievable
services approach, including timelines, resource needs and cost
estimates.
- Own the creation of customer estimates, high-level proposals and
Statements of Work (SOWs) that align with both customer needs and
delivery capabilities.
- Provide accurate and timely updates to our CRM systems of record.
Maintain visibility into services pipeline to relevant leaders
across the Customer Success organization.
- Maintain best practices and knowledge around CX products and new
product launches.
**GTM Support**
- Partner with and advise colleagues in the GTM organization educating
and positioning the value of CX Services and associated offerings.
- Collaborate with CX leadership to evolve solution best practices to
adapt to product innovations
- Proactively maintain CX Services pre-sales assets including CRM
intake, high-level estimates, proposals and SOWs with accurate and
timely information for products and services.
**Enablement, Collaboration and Facilitation**
- Work with internal teams including Build, Customer Success and
Delivery to ensure a seamless transition from sales to
implementation
- Assess customer and market needs and maintain services catalog of
available services across Advisory, Delivery and Customer Success.
**Is this opportunity right for you? We are looking for candidates
who:**
- Bachelor\'s degree in business, technology, or a related field or
equivalent education/experience.
- Proficiency in English in a business environment.
- 8+ years defining, selling, positioning, and scoping professional
services for enterprise SaaS organizations.
- 8+ years of experience in consulting, CX, project/program management
and/or account management
- Experience in constructing a Go-To-Market strategy for Professional
Services including definition, pricing and packaging of various
professional services across the value chain.
- Experience creating Statements of Work (SOW) and working with legal
and procurement functions is a plus.
- Strong acumen of complex customer technology requirements and
ability to translate them into existing platform architecture.
- Strong understanding of project management methodologies, software
development lifecycle (SDLC), and best practices in solution
delivery.
- Experience facilitating business and technical req irements
discovery meetings with customer stakeholders in order to create and
negotiate contracts and associated legal documentation.
- Understanding of an enterprise sales motion (sales stages etc.)
- Has worked with CRM platforms including Salesforce.com and Microsoft
Dynamics.
- Excellent communication and presentation skills, with the ability to
effectively convey complex concepts to both technical and
non-technical audiences
- Possess strong leadership and collaboration skills with
cross-functional teams.
- Ability to analyze workflow, evaluate systems, and formulate plans
- Proficiency with other Microsoft Office applications.
- Willingness to travel as needed to meet with prospects and customers
in support of sales activities.
**Our Guiding Principles**
**Impact**
Always help and empower others, whether they\'re colleagues or
customers. When our employees set their minds to something, great things
happen.
**Integrity**
Do what\'s right for our customers and our people while being authentic.
We treat everyone with trust and respect-that\'s just who we are.
**Inspiration**
Be bold in the way you think and passionate about the work you do. Test
out
Job ID: 482362128
Originally Posted on: 6/22/2025
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