Presales Triage Specialist

Company Overview
When it comes to IT solution providers, there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, there’s really only one: Zones – First Choice for IT.TM
Zones is a Global Solution Provider of end-to-end IT solutions with an unmatched supply chain. Positioned to be the IT partner you need, Zones, a Minority Business Enterprise (MBE) in business for over 35 years, specializes in Digital Workplace, Cloud & Data Center, Networking, Security, and Managed/Professional/Staffing services. Operating in more than 120 countries, leveraging a robust portfolio, and utilizing the highest certification levels from key partners, including Microsoft, Apple, Cisco, Lenovo, Adobe, and more, Zones has mastered the science of building digital infrastructures that change the way business does business ensuring whatever they need, they can Consider IT Done. Follow Zones, LLC on Twitter @Zones, and LinkedIn and Facebook.
Position Overview:
The Presales Triage Specialist is a critical role within the presales organization responsible for managing the intake, qualification, and routing of incoming sales opportunities and support requests. This individual ensures each opportunity is accurately evaluated and efficiently assigned to the appropriate Solution Architect or presales resource.
This role plays a key part in driving operational efficiency, improving seller experience, and ensuring seamless handoff into the presales process. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced environment where prioritization and responsiveness are critical.
What you will do as Presales Triage Specialist
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Opportunity Intake & Qualification
Manage intake of incoming opportunities and presales support requests via CRM, email, chat, and internal systems
Review submissions to ensure completeness, accuracy, and alignment with defined intake requirements
Opportunity Routing & Assignment
Assess opportunities against predefined criteria and routing guidelines to determine the appropriate presales resource
Assign opportunities to the correct Solution Architect, ISA, or escalation team in a timely manner
Ensure SLA adherence for assignment timelines and aging opportunities
System & Data Management
Update and maintain opportunity records in CRM systems (e.g., Dynamics 365) with accurate and timely data
Ensure all assignments and updates are properly documented for tracking and reporting
Stakeholder Communication
Communicate assignment status, updates, and next steps with sales teams and internal stakeholders
Proactively follow up on incomplete requests or clarification needs
Operational Excellence & Process Improvement