54 Crm Implementation Jobs

- 5 + years' experience in MS Dynamics CRM - Experience working as Sr D365 Developer for at least two complete CRM implementation. - Good experience working on Power Apps and Power Automate. - Good experience integrating with external systems using Azure APIM or similar middleware. - Good experience creating Web Api, invoking Web Api for integrating with various external and internal systems. - Experience working on SSRS/Power BI reports and dashboards. - Good hands on experience working on Service modules. - Advising on best practices for CRM development or integration processes. - Experience in Managing client communication and delegating tasks and responsibilities to appropriate personnel, including managing client expectations, foreseeing risks and reporting them - Writing Technical specifications. - Experience with source control management systems and continuous integration/deployment Environments - Estimating the Change requests - Internally motivated, able to work proficiently both independently and in a team environment - Proven communication skills with both internal team members and external business stakeholders - Strong initiative to find ways to improve solutions, systems, and processes - Lead the team by giving the required technical and functional knowledge - Demonstrate Customer Focus, active listening and consultative approach - Coach, mentor, motivate and supervise team members - Strong analytical skills with excellent problem solving abilities. - Should have good communication, leadership and team handling skills Desired Skills: - Experience in Health Domain - Certifications in MS Dynamics & Power platform. - Experience with Continuous Integration Tools and Techniques - Out of box thinking is anticipated.

Gather business requirements, process mapping, design solutions and system functionalities, being involved in implementation phase, conduct tests, run workshops and trainings. Manage implementations of the SaaS CRM application for Customers

Dynamics 365 Customer Engagement Senior Functional Consultant RSMs Dynamics 365 Customer Engagement practice (D365), is a group of highly specialized, multi-disciplined individuals with experience in business application implementations, industry, technology consulting, and project management. We desire a confident individual who can think strategically and works well in a team environment. This individual should be versed in business process mapping, while also being task oriented and capable of meeting the tight deadlines that often come with implementation-related work. We are seeking an individual looking for career growth in a fast-paced environment, with accelerated leadership opportunities, and a rewarding work-life balance with this role. Ideally, we are looking for candidates with 4+ years of experience with implementing D365. Key Responsibilities Setup and configuration of the D365 application Unit testing business processes Technical writing and documentation Data conversion, including transformation and loading data into D365 Work closely with US counterparts to manage workload and client deliverables Coach and mentor junior resources (talent development) Oversee client delivery and quality on assigned projects Qualifications 4+ of functional, hands-on experience with D365 Fluent in English Strong communication and interpersonal skills Knowledge and experience deploying solutions using Power Platform applications Knowledge of key end to end business processes including but not limited to: Lead to Order Field Service Notice Period : 30 Days to 90 Days Location : Hyderabad, Bangalore & Gurugram

Role & responsibilities As a Project Coordinator / Sr Project Coordinator, person would be responsible for planning and executing projects and ensure that projects reach their logical closure in accordance with the set framework (scope, deadlines, budget etc.). The role will include working on project proposals,continually coordinating with internal/ external stakeholders, delivering project progress reports,tracking milestone achievements and ensuring project closure in an effective and efficient manner.Ensuring that invoicing is done accurately as per the defined processes. Open to take client calls during IST day hours. Needs to be tech savvy and quick on the feet to understand client need and work with the Delivery team. Strong Interpersonal Skills with an ability to communicate technical ideas to both business users and other teams (Billing, Prospecting, Delivery etc.) Ability to elicit cooperation from a wide range of stakeholders (Functional Groups, Management, Client etc.) Must be able to understand trends in user behaviour. Ability to manage resources, track utilisation and re-deploy and optimise idle resources. Be able to Identify workflow automation and digitisation of any processes. Ability to effectively prioritize and execute tasks in a high-pressure environment is crucial Knowledge of Project Management tools. Proficient in Microsoft Office. Keen to learn and attention to detail is a required skill. Excellent communication skills

Roles & Responsibilities: - Expected to be an SME - Collaborate and manage the team to perform - Responsible for team decisions - Engage with multiple teams and contribute on key decisions - Provide solutions to problems for their immediate team and across multiple teams - Lead the effort to design, build, and configure applications - Act as the primary point of contact - Manage the team and ensure successful project delivery Professional & Technical Skills: - Must To Have Skills: CRM Marketing experience is mandatory - Good To Have Skills: Experience with other CRM platforms - Strong understanding of Microsoft Dynamics CRM architecture and customization - Experience in developing and implementing CRM solutions - Knowledge of CRM integration with other systems - Familiarity with CRM data migration and data management - Ability to troubleshoot and resolve technical issues - Excellent communication and leadership skills Share Cvs- maya@mounttalent.com

Hiring Sales Team Leader Immigration Consultancy, Kozhikode. Must have experience in team handling, target-based sales, lead conversion, client onboarding, sales closures , and immigration/visa services Sales incentives Performance bonus Annual bonus

Key Responsibilities Strategic Sales Leadership - Define annual sales goals, create action plans, and monitor progress to achieve revenue targets aligned with company objectives - Stay updated on industry trends, regulatory changes, and competitive landscape. - Lead, mentor, and manage a nationwide sales team, providing necessary tools and training. - Conduct performance assessments, set KPIs, and provide ongoing coaching. - Oversee day-to-day sales operations and ensure compliance with industry regulations. - Cultivate and maintain strong relationships with key clients. - Collaborate with product, marketing, regulatory, and customer support teams. - Monitor market dynamics, analyse sales performance, and generate reports for senior management. - Develop and manage the sales budget, ensuring resource optimization. - Ensure all sales activities adhere to relevant healthcare and medical device regulations. - Drive fast-paced execution and adapt quickly to changing market conditions. - Utilize and adopt Salesforce to track opportunities and manage the sales pipeline effectively. - Focus on key sales metrics to drive performance and achieve targets. - Develop and execute a comprehensive national go-to-market strategy for private and government sales segments. - Identify and capitalize on new market opportunities to drive sustained growth. Salesforce Implementation and Optimization - Drive the implementation and adoption of Salesforce CRM across the sales organization, achieving 100% usage compliance. - Utilize Salesforce to enable accurate forecasting, Tgt Vs Ach, real-time sales pipeline tracking, and performance reporting. - Train and mentor the sales team on Salesforce best practices to enhance productivity and data-driven decision-making. Sales Team Development - Recruit, lead, and mentor a high-performing, motivated sales team across India. - Develop and execute training programs to build capabilities and ensure consistent performance. - Conduct performance evaluations, set KPIs, and provide regular feedback to foster professional growth. Market Engagement - Build and maintain relationships with key stakeholders in the private and government sectors, including hospital administrators, procurement heads, and healthcare policymakers. - Lead large-scale business development initiatives, including tenders and partnerships in the government sector. - Act as the face of the company during sales meetings, industry conferences, and customer interactions. Operational Excellence - Oversee day-to-day sales operations, ensuring compliance with medical device regulations and company standards. - Collaborate with product, marketing, R&D, and regulatory teams to align sales strategies with organizational objectives. - Monitor and analyse sales data, generating insights to optimize team performance and drive continuous improvement. - Manage the sales budget effectively, ensuring resources are allocated efficiently to achieve strategic goals.

Lead overall customer relationship management strategy operations across business. Oversee customer experience journey, including onboarding, Grievance redressal, loyalty initiatives. Develop implement customer-centric policies, processes, SLAs Required Candidate profile 20-25 years in real estate, property development, or hospitality CRM leadership roles. Proven experience in customer engagement, loyalty programs, and CRM software implementation

Roles and Responsibilities: Serve as the technical lead for the support and enhancement of Microsoft Dynamics CRM internal system providing internal support for various stakeholders. Contribute to the strategic development of existing CRM applications. Lead the Design, development, modification, implementation, and support of software components. Determine root cause for the most complex software issues and develop practical, efficient, and permanent technical solutions Conduct user training, workshops and user administration. Oversee and lead workshops to capture business requirements and document specifications in the right format. Engage with business stakeholders at all levels, working with them to ensure implementations meet complex business needs. Work with project stakeholders and end users to align delivery and change management approaches. Mentor and guide other project development team members. Skill Set: 5+ years experience working on and developing MS Dynamics customization and configuration in Sales and Customer Service Experience leading CRM implementation projects Experience of working with at least five of the following technologies (SSIS, C# (plugins), JavaScript, SSRS, PowerApps, Power Automate, CRM SDK, PowerBI and FetchXML) skills in bold are required Experience of working in an agile environment and using MS Dev Ops Experience in other Dynamics 365 Modules (Customer Insights, Field Services (Desirable))

Calendar & Time Management Cross-Functional Coordination Represent MD in internal syncs when required and act as a point of coordination. Zoho System Alignment & Data Reporting Communication & Stakeholder Interface Travel, Events & Office Logistic

About KPMG in India KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets, and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused, and technology-enabled services, which reflect a shared knowledge of global and local industries and our experience of the Indian business environment. Job Description- 7-12 years of total work experience with at least 6 years of proven experience in IT project management/ program management PMP or a Prince 2 or any other recognized project management certification. candidate should have executive presence and will be able to stand in front a CIO to present the portfolio view. Strong communication skills, oral and written, in English. Solution oriented mindset and an ability to work independently on identifying solutions and building relationships to achieve project objectives. Preferred - Prior experience in Aviation sector in business/ IT role. Experience in aviation functions such as Commercial, Revenue Management, Network Planning, Aviation Sales is preferable but not necessary. Equal employment opportunity information KPMG India has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability, or other legally protected status. KPMG India values diversity and we request you to submit the details below to support us in our endeavor for diversity. Providing the below information is voluntary and refusal to submit such information will not be prejudicial to you.

Hi All, Company Website: https://www.remoteresource.com/ Hire Remote Staff & Virtual Employees | Remote Hiring Experts Remote Resource makes remote hiring easy. Hire remote staff and employees across finance, IT, and more. Hire a Virtual Employee Now. www.remoteresource.com LinkedIn Page: https://www.linkedin.com/company/remoteresourcellc/ Job Title: GHL CRM Expert Job Type: Full-time Experience: 1-4 Years About the Role: We are looking for a highly skilled and experienced Go High Level (GHL) Expert to join our dynamic team. This role requires a proactive individual who is deeply familiar with the GHL platform and can take ownership of CRM setups, funnel development, automation workflows, and membership site creation. The ideal candidate will bring strategic thinking, technical expertise, and a keen eye for user experience. Key Responsibilities: Set up, customize, and manage the Go High Level CRM for clients and internal projects. Create and optimize sales funnels, websites, and landing pages using GHLs drag-and-drop builder. Design and implement automated workflows for lead generation, nurturing, and client retention. Build and manage course content using GHL’s membership and e-learning features. Integrate third-party tools and APIs with GHL for enhanced functionality. Troubleshoot and resolve issues related to platform functionality, automation, or integrations Collaborate with marketing, sales, and tech teams to align CRM strategies with business goals. Monitor and analyze performance data to improve system efficiency and user experience. Required Qualifications: 1-4 Years of proven experience with Go High Level (GHL) Strong understanding of CRM architecture and automation workflows Proficiency in funnel building, landing page design, and web form integration Experience with GHL Memberships for course/module creation Familiarity with email marketing, SMS campaigns, and pipeline management Ability to manage multiple projects simultaneously and meet tight deadlines Strong communication and problem-solving skills Basic knowledge of HTML/CSS is a plus.

At ZoomInfo, we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. We value your take charge, take initiative, get stuff done attitude and will help you unlock your growth potential. One great choice can change everything. Thrive with us at ZoomInfo. At ZoomInfo we encourage creativity, value innovation, demand teamwork, expect accountability and cherish results. If you are a take charge, take initiative, get stuff done individual we want to talk to you! We have high aspirations for the company and are looking for the right people to help fulfill the dream. We strive to continually improve every aspect of the company and use cutting edge technologies and processes to delight our customers and rapidly increase revenues. About the role In this role, you will lead the end-to-end technical implementation of ZoomInfo products, ensuring alignment with customer goals and delivering high-quality solutions. You'll troubleshoot and resolve complex issues, drawing on sound judgment and technical expertise. A key part of the role involves developing and documenting best practices for implementation and client engagement. Youll interact directly with clients through webinars and Q&A sessions, offering expert guidance and tailored solutions. Shift : 5 PM IST to 2 AM IST (OR) 7 PM IST to 4 AM IST What Youll Do Technical Implementation: Complete the technical implementation of ZoomInfo products, providing advanced best practices and ensuring alignment with customer roles and objectives. Complex Issue Resolution: Troubleshoot and resolve complex problems where analysis may require reviewing a variety of factors. Exercise sound judgment within defined procedures and practices to determine appropriate action. Best Practices Development: Develop and document standard best practices for implementation and client engagement, sharing insights to improve overall service quality. Client Interaction: Engage with clients during webinars and Q&A sessions, providing expert insights and solutions to their queries. Mentorship: Mentor junior team members providing guidance and sharing expertise to foster their professional growth. Cross-functional Collaboration: Network with senior internal and external personnel to resolve issues and provide advanced support, leveraging expertise to enhance collaboration. Feedback Culture: Actively support a feedback culture, offering and seeking feedback to improve team performance and client satisfaction. Documentation: Document complex integration processes and client requirements accurately, ensuring clarity and consistency. What you Bring Experience: 5-7 years of technical troubleshooting, or customer onboarding in the SaaS industry. Technical Acumen: Advanced understanding of ZoomInfo RevOS Platforms and product solutions and good Working knowledge with CRM products Certifications: Relevant certifications in CRM and Marketing Automation platforms are highly desirable. Problem-Solving Skills: Proven ability to troubleshoot and resolve complex technical issues independently. Communication Skills: Excellent verbal and written communication skills, with the ability to convey technical concepts to non-technical audiences. Client Engagement: Demonstrated success working with a wide range of customers, particularly those with complex go-to-market strategies. Handles complex projects and technical challenges that require a high level of expertise and problem-solving skills. Customizes advanced integration solutions and addresses a wide range of client-specific needs. Exercises significant judgment in decision-making processes, considering various factors and potential impacts Operates with minimal supervision, receiving broad guidance and direction on goals and outcomes.

Job Summary: We are seeking a skilled Implementation Specialist to manage the end-to-end deployment of ERP, CRM, and HRM solutions. The ideal candidate will bridge technical knowledge with business processes to ensure a smooth rollout, user adoption, and system optimisation. Key Responsibilities: Implementation & Configuration Analyze business requirements and translate them into system configurations. Customize and configure ERP, CRM, and HRM modules according to client needs. Oversee data migration and ensure data integrity across systems. Training & Support Provide training sessions for users and administrators. Develop user manuals and training materials. Offer on-site or remote support during and after go-live. Project Coordination Collaborate with internal teams and stakeholders for requirements gathering. Create and manage project timelines and deliverables. Monitor project milestones and report on progress. Technical Liaison Work closely with developers to implement custom features or integrations. Assist in API integrations with third-party systems (e.g., accounting, payroll, attendance). Perform UAT (User Acceptance Testing) and handle issue resolution. Continuous Improvement Gather user feedback and propose system improvements. Monitor system performance and recommend updates or optimizations. Stay updated with the latest features in ERP/CRM/HRM tools. Required Skills: Strong understanding of ERP modules (Finance, Inventory, Procurement, Production, etc.) Familiarity with CRM processes (Leads, Sales, Campaigns, Support) Experience in HRM systems (Payroll, Attendance, Performance, Recruitment) Knowledge of implementation methodologies (Agile, Waterfall, etc.) Excellent communication, documentation, and presentation skills Analytical mindset with strong problem-solving ability Understanding of relational databases and SQL is a plus Qualifications: Bachelors degree in Computer Science, Business Administration, or a related field 2 to 7 years of experience in ERP/CRM/HRM implementation or business analysis Experience with tools like Odoo, Microsoft Dynamics, Zoho, or similar platforms Certification in ERP or project management (optional but preferred)

Roles & Responsibilities: Collaborate with clients to analyze business requirements and implement tailored marketing automation strategies using HubSpot CRM. Design and deploy custom workflows, email automation, and lead scoring systems to enhance campaign performance. Configure and optimize HubSpot properties, forms, landing pages , and sales pipelines . Create detailed performance dashboards and reports using HubSpot analytics and custom reporting tools. Deliver onboarding, training, and ongoing support to ensure clients gain full value from HubSpot. Stay updated on HubSpot product updates and best practices to drive continuous improvement. Required Skills: 2-3 years of hands-on experience with HubSpot Implementation, Hubspot Marketing Hub and Sales Hub . Proven track record in creating custom workflows, automation sequences , and lead nurturing campaigns. Strong understanding of HubSpot CMS, integrations , and REST APIs is a plus. Ability to troubleshoot HubSpot features (email, forms, landing pages) and provide solutions quickly. Excellent communication and stakeholder management skills; ability to explain technical solutions in simple terms.

Educational Requirements MCA,MSc,MTech,Bachelor of Engineering,BCA,BSc,BTech Service Line Microsoft Practice Responsibilities A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to get to the heart of customer issues, diagnose problem areas, design innovative solutions and facilitate deployment resulting in client delight. You will develop a proposal by owning parts of the proposal document and by giving inputs in solution design based on areas of expertise. You will plan the activities of configuration, configure the product as per the design, conduct conference room pilots and will assist in resolving any queries related to requirements and solution design You will conduct solution/product demonstrations, POC/Proof of Technology workshops and prepare effort estimates which suit the customer budgetary requirements and are in line with organizations financial guidelines Actively lead small projects and contribute to unit-level and organizational initiatives with an objective of providing high quality value adding solutions to customers. If you think you fit right in to help our clients navigate their next in their digital transformation journey, this is the place for you! Additional Responsibilities: Ability to develop value-creating strategies and models that enable clients to innovate, drive growth and increase their business profitability Good knowledge on software configuration management systems Awareness of latest technologies and Industry trends Logical thinking and problem solving skills along with an ability to collaborate Understanding of the financial processes for various types of projects and the various pricing models available Ability to assess the current processes, identify improvement areas and suggest the technology solutions One or two industry domain knowledge Client Interfacing skills Project and Team management Technical and Professional Requirements: Primary skills:Technology->Microsoft Technologies->Dynamics CRM Preferred Skills: Technology->Microsoft Technologies->Dynamics CRM

Greetings!!! This is in regards to a Job opportunity for CRM Architect with Datamatics Global Services Ltd. Position: CRM Architect Website: https://www.datamatics.com/ Job Location: Mumbai/Bangalore Job Description: Enterprise standard architecture documentation Designing high quality and repeatable processes that result in low levels of production issues Awareness of industry best practice and new and upcoming technology trends Full solution architectural understanding across networking and software Experience ideally gained within an enterprise scale organisation or within technology or development team or similar. Technical exposure to and/or experience in a range of technologies and architectural best practice concepts, specifically Ability to rapidly prototype and POC use cases in MS Dynamics and Power Platform OOB functionality across Marketing, Sales and Service modules (i.e., MS Dynamics Customer Engagement) OOB solutions (no code/low code model) Understanding of MS Dynamics Security Architecture Complex implementation involving integration Azure Stack (Azure functions, Azure Search, Azure Service Bus, Azure Logic Apps, Azure Identities) Power platform (power apps, power apps portals, power automate, power BI) Understanding of common data model and common data service Automation of CICD pipelines across different technologies in (essential) Azure DevOps and (nice to have) Jira Exposure and passion for new and emerging trends Exposure to concepts of Governance (e.g. Data Quality/Management/Lineage/ Security, Risk Management etc.)

Responsibilities: * Manage customer relationships using CRM tools & strategies. * Implement CRM solutions with focus on ROI. * Collaborate cross-functionally on sales, marketing & support initiatives. Provident fund

Role & responsibilities • Lead and manage the entire CRM department for the project • Supervise CRM executives and ensure timely execution of post-sales activities • Handle end-to-end documentation agreements, demand letters, receipts, allotments, and possession formalities • Ensure seamless coordination with Sales, Accounts, Legal, and Site teams • Maintain and update accurate client records in CRM software and Excel • Proactively resolve client concerns with a customer-first approach • Manage professional communication email, telephonic, and in-person • Plan and execute possession handovers smoothly, ensuring complete customer satisfaction • Drive initiatives to enhance client experience and retention Preferred candidate profile • In-depth knowledge of real estate post-sales processes • Excellent communication & client handling skills • Strong leadership and team management abilities • Expertise in CRM software and Microsoft Excel • Well-versed in agreement drafting & legal coordination • Effective coordination across departments • Strong problem-solving and decision-making skills • Ability to manage possession procedures smoothly

Role & responsibilities Strong client communication & follow-up Handling customer queries, agreements, and documentation Coordination with sales, accounts & site teams Managing post-sales activities allotments, demand letters, receipts CRM software knowledge & Excel proficiency Professional email and telephonic communication Excellent interpersonal and problem-solving skills

Role & responsibilities Design, develop, and maintain custom mobile applications integrated with SugarCRM. Customize the SugarCRM mobile app (Android/iOS) using the SugarCRM Mobile SDK. Develop RESTful API integrations between SugarCRM and third-party systems. Collaborate with cross-functional teams including backend developers, UX/UI designers, and QA engineers. Create and maintain technical documentation for mobile app features and CRM integrations. Ensure application performance, quality, and responsiveness. Provide support and troubleshooting for mobile-related CRM issues. Stay up-to-date with SugarCRM updates, SDK changes, and mobile development trends. Preferred candidate profile Bachelor's degree in Computer Science, Information Technology, or a related field. 3+ years of hands-on experience with SugarCRM development (custom modules, logic hooks, workflows, etc.). Experience with SugarCRM Mobile SDK and mobile application customization.* Proficiency in JavaScript, HTML5, CSS3, and RESTful API integration. Strong knowledge of mobile development frameworks (e.g., Cordova, React Native, or native Android/iOS development). Frontend :HTML5, JavaScript, and the Sidecar framework built on Backbone.js, jQuery, Handlebars.js, and Bootstrap. Backend : PHP, JavaScript, and the SugarCRM server. Database :MySQL (and other databases like Oracle, IBM DB2, and Microsoft SQL Server for enterprise editions). Native Shell : Cordova library for embedding the web application in native mobile environments. Experience with Git and version control systems. Strong problem-solving and communication skills. **Preferred Qualifications:** SugarCRM certification or relevant mobile development certifications. Experience with CI/CD tools and agile development methodologies. Familiarity with database systems like MySQL. Experience in enterprise CRM integrations and data migrations.

Dear Candidate, We are hiring an ERP Developer to design, develop, and maintain ERP systems tailored to business needs. This role involves enhancing core modules, integrating third-party tools, and optimizing workflows. Key Responsibilities: Customize and develop ERP modules (e.g., SAP, Oracle, Microsoft Dynamics). Build integrations with external systems using APIs or middleware. Analyze business requirements and translate them into technical specs. Perform testing, debugging, and documentation of ERP solutions. Provide user support and training for ERP applications. Required Skills & Qualifications: Proficiency in ERP platforms (e.g., Odoo, SAP ABAP, Oracle ERP). Strong database skills (SQL, PL/SQL). Experience with scripting languages (Python, JavaScript). Good understanding of business processes like finance, logistics, or HR. Note: If interested, please share your updated resume and preferred time for a discussion. If shortlisted, our HR team will contact you. Kandi Srinivasa Delivery Manager Integra Technologies

We are looking for skilled and motivated Zoho Developers to join our growing team in Gurgaon and Mumbai. The role involves designing, developing, and customizing solutions using the Zoho suite (Zoho CRM, Zoho Creator, Zoho Books, etc.).

Role Overview You will lead strategy, design and delivery of AI-enabled digital-transformation programmes. The remit spans process discovery and mapping, Zoho solution architecture, generative-AI prototyping, governance and project leadershipacting as the bridge between senior client stakeholders and internal development, data-science and change-management teams. Key Responsibilities - Assisting Presales Team Collaborate with the sales team and product team to understand the requirements of potential customers and create live Demos as per prospects' business requirements. - Strategy & Advisory Define AI and digital-transformation roadmaps aligned to business objectives and regulatory guidelines. Identify and prioritise use-cases for predictive analytics, generative-AI assistants, autonomous workflows process optimization, and efficiency gains using Zoho applications. - Process & Solution Design Facilitate workshops to capture as-is processes and design to-be” states in BPMN / Zoho Blueprint. Translate requirements into data pipelines, ML feature sets and prompt libraries for developer hand-off. - AI Development & Governance Oversee model build, validation and MLOps for predictive, NLP and Gen-AI use-cases. Implement responsible-AI controls covering fairness, privacy, security and regulatory compliance. - Configuration & Testing Configure, customize and optimize Zoho applications, such as Zoho CRM, Zoho Desk, Zoho People, Zoho Projects, etc. Work closely with development teams to design and develop customizations and integrations within the Zoho ecosystem. Conduct functional testing, including creating test cases, executing tests, and documenting results. - Project Governance & Stakeholder Leadership Mentor Zoho developers and data-science teams, promoting continuous learning and innovation. Provide training and support to end-users on Zoho applications, ensuring effective adoption and utilization. Own budgets, sprint plans and resource allocations; report progress to CXO-level sponsors. - Security & Risk Conduct AI threat modelling and recommend secure-by-design model pipelines across cloud platforms. Preferred Skills - Core Requirements 5+ years technology consulting in BFSI with live AI/ML deployments Proven Zoho Creator/CRM builds and production ML solutions (TensorFlow, PyTorch, LangChain) Python, SQL and cloud AI services (AWS SageMaker, Azure OpenAI, Google Vertex) BPMN 2.0 or UML modelling; strong stakeholder-workshop skills - Preferred Assets MBA (Finance/Systems) or M.Tech (AI) Experience with RPA or other low-code platforms (OutSystems, Mendix) Edge-AI / IoT analytics exposure in branch operations Familiarity with scaled-agile frameworks (SAFe, LeSS) - Soft-Skill Profile We value analytical rigour, consultative storytelling, adaptability, stakeholder influence and an ethical mindset—competencies recognised as success factors in top global consulting practices. What We Offer Signature BFSI + AI transformation projects with marquee clients Flat hierarchy, rapid promotion path and annual certification budget Competitive compensation, comprehensive health cover and an inclusive culture of innovation

Responsibilities: * Develop & execute CRM strategies * Analyze customer data & insights * Manage customer relationships * Implement CRM solutions * Collaborate with sales team on lead generation