Hire the Best Pre-Sales Specialists

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Mohamed Z.

Kafr ash Shaykh, Egypt

$8/hr
5.0
1 jobs

I'm a results-driven Sales Development Representative with over 4 years of hands-on experience in prospecting, cold calling, lead generation, client communication, and appointment setting across the US real estate, renewable energy, and service-based industries. I've worked extensively with dialers such as ReadyMode, MightyCall, and other dialing platforms, as well as CRM systems including HubSpot, DataSift, GoHighLevel, and other CRM platforms, enabling me to efficiently manage leads, maintain consistent follow-up, and stay highly organized in fast-paced sales environments. Throughout my career, I have consistently generated and qualified around 40 leads per month while maintaining high-quality conversations that turn into real opportunities. I focus on building genuine connections with property owners, understanding seller situations, and creating value in every interaction rather than simply pushing for quick outcomes. Beyond lead generation, I manage the full lead lifecycle from the first contact to preparing offers. This includes identifying motivated sellers, building strong rapport, handling objections naturally, running comps, analyzing ARV, and helping move deals toward closing. I understand how to read situations, adapt my approach, and focus on what actually gets deals done. Currently, I work as an SDR, focusing on prospecting, qualifying leads, following up with prospects, and building a strong sales pipeline by identifying real opportunities. I also have experience as a Sales Specialist with Sunrun, where I educated homeowners about residential solar programs, qualified their interest, and scheduled appointments with energy consultants to help them find the best solution for their homes. I also worked as an SDR and Appointment Setter for Leads To Closings, where I handled warm lead follow-ups, qualified prospects, handled objections, and booked appointments directly on the client's calendar while keeping lead information and outcomes updated in the CRM. Additionally, as a Sales Executive at Virtual Landscape Design - Australia, I work closely with clients to understand their vision, budget, and needs, helping them choose the most suitable landscape design solutions while guiding them through the decision-making process. Beyond work, my experience with Enactus played a major role in shaping my mindset. As Head of the Graphic Design Committee, I contributed to my team's achievement of 1st place in Egypt and 1st place globally at the Enactus World Cup through our project Hermetia, which focused on sustainable solutions. I'm always eager to learn, take on new challenges, and contribute to teams where I can create value, build lasting relationships, and drive measurable business growth. Services I provide: Sales Development & Prospecting Lead Generation & Cold Calling Appointment Setting Lead Qualification & Follow-Up CRM Management & Lead Tracking Real Estate Acquisition & ARV Analysis Client Communication & Relationship Management

  • Real Estate Acquisition
  • Sales Development
  • Real Estate Lead Generation
  • Market Analysis
  • Customer Relationship Management
  • Cold Calling
  • Appointment Setting
Erwin W.

Lapu-Lapu City, Philippines

$12/hr
5.0
13 jobs

Results-driven sales and operations professional with strong expertise in cold calling, lead generation, outbound sales, phone sales, email marketing, calendar scheduling, data entry, and proofreading. Skilled in identifying qualified prospects, building client relationships, managing appointments, and maintaining accurate records while delivering excellent customer service. With experience as a Cold Calling Operations Manager, Lead Generator and Appointment Setter, Insurance Agent, Team Leader, Inbound Phone Sales Agent, and eBook Proofreader, I have successfully managed outbound calling campaigns, supported sales teams in achieving performance goals, improved operational efficiency, and ensured high-quality written content through detailed proofreading. Key accomplishments include leading high-performing calling teams, consistently meeting or exceeding appointment and sales targets, improving lead conversion rates, and maintaining a high standard of accuracy in administrative and proofreading tasks. I bring a combination of leadership, communication, and organizational skills, supported by a strong commitment to continuous learning and professional development. My educational background has provided a solid foundation in business communication, customer service, and operational support, enabling me to adapt quickly to new systems and contribute effectively in fast-paced environments. Additionally, I have experience using these tools to improve productivity, namely, teramind, GHL, Hubspot, Slack, Zoho, Trello and ClickUp. To Our Success, Erwin Wagwag

  • Sales
  • Outbound Sales
  • Data Entry
  • File Documentation
  • B2B Lead Generation
  • Email Marketing
  • B2C Marketing
  • Debt Collection
  • Cold Calling
  • Customer Service
  • Technical Support
  • Client Management
  • Lead Qualification
  • Lead Generation
Ornella K.

Malaga, Spain

$75/hr
4.9
12 jobs

I build DM sales systems that turn inbound conversations into booked sales calls and closed deals combining AI for speed and volume with human sales judgment where it matters most: converting “maybe” into “yes." Think of the system like training a new setter except instead of the setter getting better and eventually leaving, the system gets better over time while the sales knowledge stays inside your business. Why not JUST use a setter OR AI? Human setters can understand context, uncover objections and actually sell. But they work hourly, they're expensive to manage, take time to train, and eventually...leave. AI setters are great at speed-to-lead, follow-up, volume, scripts and predictable conversations. But DM sales isn't an FAQ. A prospect saying “What's the price?” might actually mean: “I don't believe this will work for me.” “I've tried something like this before.” “I think I can figure this out myself.” “I'm afraid of making the wrong decision.” Or they're using price as a smokescreen. A good salesperson recognizes what's actually happening and knows when to dig deeper, create clarity, challenge someone, or back off. That's where generic AI falls short. And if everyone in your market is using the same AI tools and generic ChatGPT/Claude responses, everyone starts sounding.... the same. So I built the middle ground. AI handles the predictable work. Salespeople handle the selling. The system learns the sales part overtime, properly. The result: More conversations handled Better follow-up More booked sales calls The ability to close certain offers directly in the DMs Less repetitive work for your team Sales knowledge that stays inside your business What I do I come into your business and find where you're losing opportunities in the DMs. Then I help you: Fix what's not converting Build your DM flow and qualification process Improve objection handling Train your existing setter Install the AI-assisted system Provide an operator if you don't have one Continuously improve the process from real conversations Already have a setter? I'll build around them. Don't have one? I can provide the operator. The delivery can change. The asset stays inside your business. Why me? I've spent 12+ years in sales, starting in door-to-door. I've trained in NEPQ and built my sales approach around understanding the psychology behind why people buy. I've built a team of 5 DM setters and trained setters for other companies on the systems, processes and sales judgment I've developed. What started as a way to use my sales experience remotely turned into building teams, developing DM sales processes and training other companies' setters. I've also spent the last year working directly with AI in DM sales, which is what led my team and I to build this system. If you're getting the conversations but too many are dying before the appointment or you're paying someone to manually work conversations that could be systemized send me a message. Please include: What you sell + average client value + monthly DM volume + how you're currently handling your DMs.

  • Sales
  • Outbound Sales
  • Appointment Setting
  • High-Ticket Closing
  • Lead Generation
  • CRM Software
  • Sports & Fitness
  • Hosting Zoom Calls
  • PipelineDeals
  • Instagram Marketing
Jushan S.

Silchar, India

$12/hr
5.0
16 jobs

B2B lead generation, appointment setting, and business development specialist with 3+ years turning cold outreach into booked meetings, retail placements, and closed revenue. I don't just chase volume I target by persona. On my current enterprise account (AC&C Technology, a Singapore based semiconductor materials manufacturer), I identify and reach procurement leads, process engineers, and supply chain managers the people who actually own vendor onboarding decisions running a persistent multi touch cadence across email, WhatsApp, and LinkedIn, since enterprise contacts routinely go quiet and need re engagement weeks later, not a one and done follow up. I've booked meetings with Tata, Micron, Kaynes, CDIL, and Suchi Semicon this way. I built and manage the account's CRM myself and actively monitor email deliverability and list health, because a great lead list is worthless if it never lands in an inbox. On the retail side, I run a full funnel growth contract for Winedom Imports: managing product listings on RangeMe and Total Wine (where retail chains, wholesalers, and distributors discover products and reach out directly), producing TikTok content, handling both outbound and inbound outreach to large distributors and retailers including 7-Eleven and Whole Foods and working inside a small team to keep it all moving. Earlier work spans a national multilingual property outreach campaign, targeted appointment setting for Australian small businesses over social channels, and a precision B2B sourcing project for a US LED manufacturer requiring 100% verified, title specific contact matches. What I bring to your team: 1. Proven enterprise + retail appointment setting (Tata, Micron, Kaynes, 7 Eleven, Whole Foods on record) 2. Full CRM and prospecting stack: Apollo io, LinkedIn Sales Navigator, RocketReach, Zoho CRM, HubSpot 3. Multi-channel outreach discipline: cold calling, cold email, WhatsApp, LinkedIn, social plus the judgment to know which channel fits which account 4. Email deliverability and list-health management, not just list building 5. Long-tenure reliability: single contracts running 270-470+ hours, 100% Job Success, Rising Talent 6. Fluent in English, Hindi, Telugu, and conversational Bengali — genuinely useful for India-market and cross-regional outreach, not a resume line I treat every pipeline like it's my own quota to hit. If you need someone who can find the right person, not just a warm sounding title, and turn a lead list into booked revenue without hand holding, let's talk.

  • Sales
  • Outbound Sales
  • CRM Software
  • Cold Calling
  • Lead Generation
  • Zoho CRM
  • LinkedIn Sales Navigator
  • B2B Lead Generation
  • Email Outreach
  • Business Development
  • Hosting Zoom Calls
  • HubSpot
  • Sales Development
  • Appointment Setting
  • Cold Email
  • Microsoft Excel
  • Telemarketing
Cristian A.

Santa Tecla, El Salvador

$20/hr
5.0
3 jobs

Customer Success and Sales Expert with a successful record working remotely in lead generation projects related to Health Care and Commercial Real Estate. Handy experience in Recruiting and Training. -Several Cardone University programs completed including: Advance Deep Dive in Apartment Investing Mastering the Close Advance Closing and Negotiating Strategies 4+ years of experience in Sales, Customer Service & Retention. 1+ years of successfully managing Sales and Customer Service teams. 5+ years of succeeding in remote roles, including leadership roles. Very familiar with HIPAA, PII, MRR, NDAs, and any other anti-fraud or consumer protection applicable regulations for third parties working as subcontractors. -Open to travel if required. Familiar with different CRMs, Databases, Ticketing and Reporting Tools, Dialers, Email Communication, and any other office software.

  • Sales
  • Team Management
  • Real Estate Cold Calling
  • Real Estate Lead Generation
  • Client Management
  • Sales Leadership
  • Quality Assurance
  • Customer Support
  • Training & Development
  • Zoom Video Conferencing
  • Demo Presentation
  • Account Management
  • SaaS
Mihret T.

Addis Ababa, Ethiopia

$12/hr
5.0
7 jobs

B2B SALES DEVELOPMENT | SDR / BDR | LEAD GENERATION | APPOINTMENT SETTING | CRM Hi, I’m Mihret a Sales Development and Business Development professional with 3+ years of experience in outbound prospecting, lead qualification, appointment setting, CRM management, customer relationships, and sales. I’ve worked with both B2B and B2C customers, supporting US-based companies through high-volume outbound outreach, lead follow-up, customer onboarding, and sales conversations. What I can help your business with: • B2B & B2C outbound sales • Cold calling & warm calling • Lead generation & qualification • Appointment setting • Follow-up and pipeline management • CRM management and data accuracy • Customer onboarding & customer success • Sales support and lead research • Objection handling and relationship building Results & experience • 300+ outbound calls per week in previous SDR roles • Consistently booked 5–7 qualified appointments weekly • Experience selling directly to B2C customers in insurance • Experience prospecting and qualifying B2B leads • Experience managing high-volume CRM activity and sales pipelines • 5.0/5.0 ratings from previous Upwork clients CRM & sales tools HubSpot | Salesforce | Pipedrive | GoHighLevel | Zoho CRM | Ricochet | Google Workspace | Microsoft Office My approach to sales is simple: **humanize the outreach, understand the prospect's situation, communicate clearly, and focus on creating genuine opportunities rather than simply making calls. I’m particularly interested in long-term remote opportunities as an SDR, BDR, Sales Development Representative, Lead Generation Specialist, Appointment Setter, or Customer Success/Sales professional. If you need someone who can confidently communicate with prospects, consistently follow up, keep your CRM organized, and help move leads through the sales process, I’d be happy to help.

  • Outbound Sales
  • Sales Development
  • Business Development
  • Appointment Setting
  • B2B Lead Generation
  • Lead Generation
  • Cold Call
  • Cold Email
  • Lead Qualification
  • HubSpot
  • Salesforce
  • Account Management
  • Customer Support
  • Customer Relationship Management
  • Inbound Marketing

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What does a Pre-Sales specialist do?

A pre-sales specialist bridges the gap between technical capabilities and customer business needs before a contract is signed. This professional translates complex product features into tangible solutions that address specific client challenges. They validate feasibility through technical demonstrations and proofs of concept to de-risk the buying decision for both parties. Their work ensures that sales promises align with actual product functionality and implementation realities.

  • Conducts discovery sessions with prospective clients to capture detailed requirements, pain points, and use cases. This process involves asking targeted questions to uncover the root causes of business problems rather than just surface-level symptoms. The specialist maps these findings to specific product features to create a validated needs assessment that guides the rest of the sales cycle.
  • Designs and presents tailored solution architectures that demonstrate how the product fits into the client’s existing technology stack. This includes creating visual diagrams and technical documentation that outline integration points, data flows, and security considerations. The specialist uses frameworks like the AWS Well-Architected Framework to ensure proposed solutions meet industry standards for reliability and performance.
  • Executes live product demonstrations and manages proof of concept projects to prove value in a real-world context. Instead of generic feature tours, these demos follow a narrative aligned with the client’s specific personas and daily workflows. The specialist plans the scope, success criteria, and timeline for proofs of concept, then compiles a readout of results that highlights measurable outcomes and next steps.
  • Authors technical content for requests for proposal and requests for information to support formal bidding processes. This involves drafting detailed responses that explain the technical approach, mapping specific requirements to solution components, and listing necessary assumptions. The specialist collaborates with internal teams to ensure accuracy and consistency across all pre-sales documentation submitted to prospective clients.

How to hire a Pre-Sales specialist on Upwork

Step 1: Post a job

Define the technical discovery and solution design tasks your candidate must handle. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description from a few sentences about your needs. You can write a new post, update a saved draft, or reuse an existing post.

  • Specify experience with gathering customer requirements and translating them into tailored solution approaches.
  • List required proficiency in delivering product demonstrations and coordinating proofs of concept.
  • Include expectations for contributing technical content to RFP or RFI responses.

Step 2: Evaluate candidates

Look for portfolios that show clear mapping between client needs and proposed architectures. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to help you assess fit quickly.

  • Review samples of solution architecture documents or design materials for past projects.
  • Check for proof of concept plans and outcome readouts that validate feasibility.
  • Examine demo narratives or agendas aligned to specific customer use cases.

Step 3: Interview your top choices

Discuss how candidates approach technical discovery and solution scoping. Schedule and conduct interviews within Upwork Messages to receive an immediate transcript and summary after each session.

  • Ask how they translate complex customer concerns into clear technical explanations.
  • Request examples of how they de-risk deals through structured proof of concept activities.
  • Evaluate their ability to articulate solution benefits during live demonstration scenarios.

Step 4: Agree on scope and begin work

Set clear milestones for discovery summaries, demo scripts, and technical response drafts. Use Upwork Messages and the contract workroom for communication and project management, plus identity verification, payment protection, hourly tracking, and project funds for security.

  • Define deliverables such as validated needs mappings and solution design materials.
  • Establish timelines for producing RFP technical responses and supporting annexes.
  • Agree on metrics for measuring the success of proof of concept engagements.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring a Pre-Sales specialist cost?

$500-$1,500 per project is a typical range for focused Pre-Sales specialist work. Final pricing depends on scope, technical complexity, required integrations, source-material quality, revision needs, and the freelancer's experience level.

Discovery and requirements mapping

$500-$1,200/project

Entry-level to mid-level
  • Summarized customer requirements and validated use cases
  • Identified alignment between needs and solution capabilities
  • Compiled notes from discovery sessions for sales team review

Tailored product demonstration

$1,200-$2,500/project

Mid-level
  • Written narrative aligned to specific customer personas
  • Configured environment with relevant customer data examples
  • Executed live or recorded demonstration of key features

RFP/RFI technical response

$2,500-$4,500/project

Mid-level to senior-level
  • Drafted responses to functional and non-functional questions
  • Mapped product features to stated client requirements
  • Completed requirement traceability and assumption logs

Proof of concept execution

$4,500-$7,000/project

Senior-level
  • Defined success criteria and testing timeline
  • Deployed sandbox instance with custom configurations
  • Generated report validating feasibility and next steps

Solution architecture design

$7,000-$10,000/project

Expert-level
  • Visualized system integration and data flow patterns
  • Documented API endpoints and security protocols
  • Outlined phased deployment strategy and resource needs

Frequently asked questions

Is hiring a Pre-Sales specialist worth it?

For most businesses, yes: hiring a Pre-Sales specialist is worthwhile. This role bridges the gap between technical capabilities and customer needs by translating complex requirements into clear solution approaches. They de-risk deals through proofs of concept and tailored demonstrations that address specific buyer concerns before contracts are signed.

How do I evaluate Pre-Sales specialist candidates?

Evaluate candidates by reviewing their ability to translate technical features into business value during live demonstrations or case study reviews. Look for concrete examples where they designed a proof of concept plan that validated feasibility and directly addressed a client's stated pain points.

What deliverables does a Pre-Sales specialist produce?

A Pre-Sales specialist authors technical response content for RFPs and builds custom demo scenarios aligned to customer use cases. They also generate proof of concept readouts that document results and outline next steps for the sales team.

When should I hire a Pre-Sales specialist instead of a sales representative?

Hire a Pre-Sales specialist when your product requires technical validation or custom architecture design before purchase. Sales representatives focus on closing deals while Pre-Sales specialists gather requirements and prove solution feasibility through technical demonstrations.