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About the Role

The Program Manager – Pre-Sales Portfolio oversees and optimizes the full portfolio of pre-sales engagements. This role ensures alignment between Sales, Pre-Sales, Product, and Engineering by driving structured program governance, resource planning, performance measurement, and cross-functional execution to support high-growth SaaS objectives.

Responsibilities

• Own and manage the portfolio of pre-sales programs and engagements to align with revenue strategy.
• Develop and implement governance frameworks to improve visibility, forecasting accuracy, and resource allocation.
• Prioritize opportunities based on business impact, deal complexity, customer need, and strategic value.
• Establish program standards for solution design, demos, proof-of-concepts, and technical validation.
• Monitor portfolio health, identify risks, and drive mitigation plans.
• Partner with Pre-Sales leadership to allocate technical resources based on expertise and bandwidth.
• Build and maintain forward-looking capacity models to forecast demand and support hiring.
• Optimize resource utilization while maintaining quality and customer experience standards.
• Identify skill gaps and recommend development or hiring strategies.
• Drive continuous improvement across the Pre-Sales lifecycle to reduce cycle times and improve conversion rates.
• Define and monitor KPIs including win rates, engagement velocity, resource utilization, and sales cycle impact.
• Develop reporting dashboards and executive-ready updates.
• Standardize best practices to create scalable, repeatable engagement processes.
• Partner with Sales Leadership to align technical strategy with account planning and revenue goals.
• Collaborate with Product Management to translate customer feedback into actionable insights.
• Work with Engineering to track technical dependencies and ensure demo environments evolve with product releases.
• Establish structured communication mechanisms between Product, Engineering, and Pre-Sales teams.
• Support complex or enterprise-level opportunities by coordinating technical strategy.
• Ensure executive visibility on high-impact programs.
• Identify trends across engagements to inform go-to-market improvements.

Requirements

• Bachelor’s degree in Information Technology, Computer Science, Engineering, or related field.
• 8+ years of experience in program management, technical sales, solutions engineering, or related roles within SaaS or cloud-based environments.
• Proven experience managing cross-functional programs with revenue impact.
• Strong understanding of SaaS sales cycles, enterprise account strategy, and customer success principles.
• Experience with Salesforce or other CRM systems.
• Familiarity with cloud technologies, data platforms, analytics, or AI/ML.
• Strong executive communication and stakeholder management skills.

Skills

• Program management
• Technical sales
• Solutions engineering
• SaaS sales cycles
• Enterprise account strategy
• Customer success
• Salesforce
• CRM systems
• Cloud technologies
• Data platforms
• Analytics
• AI/ML
• Executive communication
• Stakeholder management

Location

• New York, USA

Experience Level

• 8+ years

Education Level

• Bachelor’s degree in Information Technology, Computer Science, Engineering, or related field

Salary/Compensations

• $130,000—$150,000 USD

Benefits

• Comprehensive health benefits program
• Extended health coverage
• Short-term and long-term disability insurance
• Annual allotted vacation days
• Paid sick days
• Maternity/parental leave enhanced program
• Commuter benefits
• Corporate bonuses
• 401(k)-retirement plan with company contribution matching
• Subsidized meal program (New York office)

About the Company

• Global Relay provides enterprise information archiving, surveillance, eDiscovery, and analytics solutions.
• The company has over 25 years of experience in the industry.
• Global Relay focuses on capturing and preserving communications data for highly regulated firms.

Equal Opportunity

• Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion.
• The company ensures reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual.