Pre-Sales Implementation Specialist
Job Summary
The Pre-Sales Implementation Specialist supports the sales organization by coordinating and advancing customer trials from kickoff through evaluation. This role partners closely with Account Executives and internal stakeholders to ensure trials are launched efficiently customers receive timely support usage is monitored and follow-up actions are completed. The role helps increase seller capacity improve trial execution and create a better customer experience during the pre-sale process.
About the Role
As a Pre-Sales Implementation Specialist you will be accountable for:
Trial coordination and execution
Coordinate pre-sale trial activities across active opportunities
Help manage trial setup processing extensions and follow-up tasks
Ensure trial-related requests move efficiently between sales customers and internal teams
Track milestones deadlines and next steps throughout the trial lifecycle
Customer outreach and engagement:
Conduct customer outreach related to the trial with follow-up communication
Support customer engagement during active trials to help maintain momentum
Serve as a responsive point of contact for the sales teams trial-related needs during the evaluation period Internal trial planning
Partner with Account Executives and internal stakeholders to plan and manage trial strategy
Coordinate internal meetings to review account progress usage trends issues and next steps
Help keep internal teams aligned on priorities across multiple simultaneous trials User access and troubleshooting support
Assist customers and reps with account access and MyAccount-related issues
Troubleshoot common trial obstacles and escalate more complex issues when needed
Reduce friction that could prevent customer activation and product usage
Usage analysis and reporting
Monitor trial activity and usage trends
Prepare usage summaries PowerPoint updates and other materials to support rep follow-up
Identify signals of adoption engagement gaps and opportunities for intervention
Help translate usage data into actionable insights for the sales team Data and process support
Maintain accurate tracking of trial activity and support tasks
Build or manage Excel-based reports and trackers related to trials opportunities and outcomes
Identify ways to standardize trial workflows and improve efficiency
Support ongoing process improvement for the future-state trial team
About You
Youre a fit for the role of Pre-Sales Implementation Specialist if your backgorund includes:
Experience in sales support customer success SAP orders for managed trials revenue operations or trial/program coordination
Strong project coordination and follow-through across multiple workstreams
Comfort working with customer-facing and internal stakeholders
Strong Excel and reporting skills
Ability to analyze product usage data and summarize findings clearly
Strong written communication and organizational skills
Experience supporting SaaS trials pilots onboarding or pre-sales workflows is a plus
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Whats in it For You
Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities whether caring for family giving back to the community or finding time to refresh and reset. This builds upon our flexible work arrangements including work from anywhere for up to 8 weeks per year empowering employees to achieve a better work-life balance.
Career Development and Growth: By fostering a culture of continuous learning and skill development we prepare our talent to tackle tomorrows challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow lead and thrive in an AI-enabled future.
Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation two company-wide Mental Health Days off access to the Headspace app retirement savings tuition reimbursement employee incentive programs and resources for mental physical and financial wellbeing.
Culture: Globally recognized award-winning reputation for inclusion and belonging flexibility work-life balance and more. We live by our values: Obsess over our Customers Compete to Win Challenge (Y)our Thinking Act Fast / Learn Fast and Stronger Together.
Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental Social and Governance (ESG) initiatives.
Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice truth and transparency. Together with the professionals and institutions we serve we help uphold the rule of law turn the wheels of commerce catch bad actors report the facts and provide trusted unbiased information to people all over the world.
About Us
Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal tax accounting compliance government and media. Our products combine highly specialized software and insights to empower professionals with the data intelligence and solutions needed to make informed decisions and to help institutions in their pursuit of justice truth and transparency. Reuters part of Thomson Reuters is a world leading provider of trusted journalism and news.
We are powered by the talents of 26000 employees across more than 70 countries where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity accuracy fairness and transparency are under attack we consider it our duty to pursue them. Sound exciting Join us and help shape the industries that move society forward.
As a global business we rely on the unique backgrounds perspectives and experiences of all employees to deliver on our business goals. To ensure we can do that we seek talented qualified employees in all our operations around the world regardless of race color sex/gender including pregnancy gender identity and expression national origin religion sexual orientation disability age marital status citizen status veteran status or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.
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Required Experience:
IC
About Company
Thomson Reuters delivers technology with purpose — empowering professionals to make faster decisions, gain sharper insights, and deliver greater impact.