Presales Coordinator - D365

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

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).

Responsibilities

• 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

Requirements

• 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

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