6 Crm Maintenance Jobs

You will be joining the sales team at Securden as an Account Executive (AE) with the primary responsibility of managing inbound leads to drive revenue and customer growth. Your role will involve managing the flow of inbound leads, qualifying leads, scheduling product demos, assisting prospects with Proof of Concepts (PoCs), acting as a liaison between prospects and internal tech/product teams, preparing proposals, following up with leads to convert them into customers, and ensuring a smooth transition for customers post-purchase to move to production without any issues. Additionally, you will be expected to maintain meticulous CRM records to provide a professional sales experience and build trust with customers. To excel in this role, you must possess a sense of urgency in your work, be highly result-oriented, take complete ownership and responsibility for your tasks, demonstrate curiosity and a willingness to learn, be open to working night shifts, and be flexible and adaptable to the dynamic environment of a startup. Enjoying the fast-paced and challenging nature of startup culture is essential for success in this position. Ideally, you should have 2 to 5 years of experience in software sales and account management to effectively perform the duties required for this role. This position is based in Chennai. If you feel that you meet the requirements and are excited about the opportunity to be a part of the Securden sales team, please send your profile to careers@securden.com.,

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

As a Sales/Business Development Manager specializing in AI Data Services, you will play a crucial role in driving client acquisition and revenue growth within our expanding AI data vertical. Your main responsibilities will include identifying potential clients on a global scale, understanding their AI training data requirements, and presenting them with tailored data collection, annotation, and validation solutions covering various modalities such as speech, text, video, and image. Collaborating closely with cross-functional teams including project, tech, and QA, you will ensure seamless onboarding and successful project delivery while nurturing and strengthening client relationships. Your key duties will involve targeting and acquiring new clients in the AI, ML, SaaS, and Tech sectors worldwide, showcasing the company's AI data capabilities for multilingual data services, establishing strong relationships with key decision-makers, developing customized proposals and pricing plans, managing the sales pipeline and revenue forecasts, representing the company in client interactions and industry events, and staying abreast of AI trends and data demands across different industries. To excel in this role, you should ideally possess 2-6 years of experience in business development, particularly in onboarding clients for AI Data Services, a solid grasp of the AI model development lifecycle and the significance of training data, a track record of driving and finalizing international deals, exceptional communication, negotiation, and relationship-building skills, previous experience in selling services or project-based solutions, and the ability to thrive in a high-paced, results-oriented environment. Additionally, it would be advantageous if you have familiarity with data services such as speech collection, annotation, labeling, or transcription, exposure to working with startups, MLOps platforms, or data-focused product companies, a network or contacts within the AI/ML ecosystem, multilingual skills, and experience in global markets. Key Skills required for this role include negotiation, relationship building, business development, data collection, AI expertise, multilingual data services, data validation, sales pipeline management, data annotation, client acquisition, CRM maintenance, and sales strategies.,

As a part of the team at E2M, you will play a crucial role in assisting our client base, which comprises digital agencies, in overcoming their bandwidth challenges, reducing costs, and enhancing profitability. We are seeking dedicated professionals who can engage with potential leads effectively and nurture relationships to ensure a seamless sales process. Your responsibilities will include initiating contact with leads through various channels such as email, phone, and social media. Building and maintaining positive relationships with leads by understanding their requirements and providing relevant information. Engaging with leads regularly to keep them informed about our services and any new offerings or updates. Coordinating and scheduling calls between leads and the sales team to discuss their needs and how our services can meet them. Ensuring timely follow-ups to address any additional questions and maintain lead engagement. Furthermore, you will be responsible for documenting key points and action items from calls and meetings with leads, sharing all relevant information promptly after the call, and collaborating with the sales team to facilitate the sales process. Your role will involve maintaining ongoing communication with leads, addressing any issues that may arise, and providing support to the sales team in closing deals successfully. In addition, you will be involved in managing sales data by accurately updating lead and client information in the CRM system, analyzing sales data to identify trends, and preparing sales reports to track progress and performance. You will also be responsible for ensuring that the CRM system is up-to-date with accurate information and providing training and support to other team members on CRM best practices. If you possess excellent communication skills, a proactive attitude, and a keen interest in contributing to the success of our team, we welcome you to join E2M and be a part of our dynamic and growth-oriented environment.,

As a Sales/Business Development Manager for AI Data Services, you will play a crucial role in driving client acquisition and revenue growth within our rapidly expanding AI data vertical. Your responsibilities will involve identifying potential clients globally, understanding their AI training data requirements, and providing customized data collection, annotation, and validation solutions across various modalities such as speech, text, video, and image. Collaboration with cross-functional teams, including project, tech, and QA, will be essential to ensure seamless onboarding of clients and successful project delivery, all while nurturing and strengthening client relationships. Your key responsibilities will include: - Identifying, targeting, and acquiring new clients within the AI, ML, SaaS, and Tech sectors on a global scale - Presenting and promoting the company's AI data capabilities for multilingual data collection, annotation, and validation services - Establishing strong relationships with key decision-makers, such as Heads of Data, Product Managers, and AI Teams - Collaborating with internal teams to develop customized proposals, pricing strategies, and execution plans - Managing the sales pipeline, forecasting revenue, and ensuring CRM maintenance - Representing the company in client interactions, including meetings, calls, demos, and industry events - Facilitating a smooth transition from sales to project execution and providing support during project delivery phases - Staying informed about the latest AI trends, use cases, and data requirements across various industries Preferred Qualifications: - 2-6 years of experience in business development, with a focus on client onboarding for AI Data Services - A solid understanding of the AI model development lifecycle and the significance of training data - Demonstrated ability to drive and close international deals across different regions - Strong communication, negotiation, and relationship-building skills - Previous experience in selling services or project-based solutions - Comfort working in a fast-paced, performance-driven environment Good to Have: - Familiarity with data services such as speech collection, annotation, labeling, or transcription - Exposure to working with startups, MLOps platforms, or data-centric product companies - Established network or contacts within the AI/ML ecosystem, including startups, enterprise clients, or consulting firms - Multilingual skills and experience in global market engagement Skills required for this role include negotiation, relationship building, business development, data collection, AI expertise, multilingual data collection, data validation, sales pipeline management, data annotation, client acquisition, AI data services, and CRM maintenance.,

Key Responsibilities: Outbound Calling: Make a high volume of outbound calls to potential customers or leads. Sales and Lead Generation: Promote and sell products/services, identifying customer needs and matching them with the appropriate offerings. Customer Interaction: Engage with customers in a professional, friendly, and informative manner to build rapport and address inquiries. Data Entry and CRM Maintenance: Enter customer information, update databases, and maintain accurate records of interactions in the CRM system. Goal Achievement: Meet or exceed sales targets, call quotas, and other performance metrics set by management. Product Knowledge: Stay informed about products, services, promotions, and company policies to effectively communicate benefits to customers. Handling Objections: Address and overcome customer objections, providing clear and compelling reasons to purchase or engage with the company. Follow-up: Follow up with leads or customers who have shown interest in the products/services. Feedback Collection: Gather feedback from customers regarding products or services to share insights with the sales or marketing team. Skills & Qualifications: Proven experience in telemarketing, sales, or customer service (preferred). Strong communication and interpersonal skills. Ability to work independently or as part of a team. Goal-oriented with a focus on achieving sales targets. Problem-solving skills and the ability to handle customer objections.