321 Crm Systems Jobs - Page 12

Responsibilities: Contact potential customers via telephone to introduce our products/services. Explain the features and benefits of our offerings to potential customers. Follow up on leads generated through various channels. Handle customer inquiries and provide relevant information. Maintain accurate records of customer interactions and transactions. Meet daily, weekly, and monthly sales targets. Build and maintain a positive relationship with customers. Collaborate with the sales team to identify opportunities for upselling or cross-selling. Stay updated on product/service knowledge and industry trends. Provide feedback to the management regarding customer concerns and market trends. Requirements: Proven experience as a Telecaller or similar customer service/sales role. Excellent communication skills, both verbal and written. Ability to convince and persuade potential customers. Strong negotiation and interpersonal skills. Good organizational and time management abilities. Ability to work in a fast-paced environment. Basic computer skills and familiarity with CRM systems. High school diploma or equivalent; additional education or certification in sales or marketing is a plus. Fluent in multiple languages is an advantage. Positive attitude and willingness to learn and grow within the role. Excellent communication skills (verbal and written) Persuasive abilities Active listening Interpersonal skills Time management Organizational skills Problem-solving Adaptability Confidence Computer proficiency

Job Summary : We are seeking an organized and detail-oriented Admin CRM Executive to manage our customer relationship management (CRM) system. You will handle data entry, maintain CRM records, and support the sales and customer service teams with CRM-related tasks. Key Responsibilities : - Maintain and update CRM system with accurate customer data. - Assist in data entry, record-keeping, and generating reports. - Support sales and customer service teams with CRM queries. - Monitor and ensure data quality and integrity. - Generate reports and insights to assist with decision-making. Qualifications : - Experience with CRM systems (e.g., Salesforce, HubSpot). - Strong organizational and data management skills. - Proficiency in Microsoft Office Suite. - Attention to detail and ability to manage multiple tasks. Location: Delhi NCR,Bangalore,Chennai,Pune,Kolkata,Ahmedabad,Mumbai,Hyderabad

Project Role : Software Development Engineer Project Role Description : Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have skills : Salesforce Experience Cloud Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Software Development Engineer, you will analyze, design, code, and test multiple components of application code across one or more clients. You will perform maintenance, enhancements, and/or development work, contributing to the growth and success of the projects. 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 and mentor junior team members. Drive innovation and continuous improvement within the team. Professional & Technical Skills: Must To Have Skills:Proficiency in Salesforce Experience Cloud. Strong understanding of CRM systems and cloud-based technologies. Experience in developing and implementing Salesforce solutions. Hands-on experience with Salesforce Lightning components. Knowledge of Salesforce integration with third-party applications. Additional Information: The candidate should have a minimum of 5 years of experience in Salesforce Experience Cloud. This position is based at our Bengaluru office. A 15 years full-time education is required. Qualifications 15 years full time education

R ole & responsibilities Design new campaign strategies and marketing plans across all channels. Conduct clients Campaign/Marketing capability assessment and provide recommendations on optimizing the Campaign/Marketing stack and develop use cases to improve utilization of the campaign ecosystem. Experience developing next best action strategies Developing business case for campaign strategies, technology solutions. Experience with value architecting. Derive insights for campaign, work on Campaign attribution and optimization strategy Define campaign Key Performance Indicators and track them throughout the campaign lifecycle Identifying marketing process improvement opportunities and re-define the processes. Lead and managed at least 1 large salesforce marketing program execution from strategy definition to delivery in Salesforce Marketing capabilities like SFMC/ Pardot/ Personalization/ Data cloud/ Salesforce Loyalty Good experience in conducting requirement gathering and design workshops, preparing solution and functional blueprint, leading, and coordinating solution design and deployment across multi-dimensional team. Strong project management skills: ability to mobilize and organize across multiple stakeholders (client and internal) and projects. Professional & Technical Skills: Knowledge/Experience of SFMC/ Data Cloud/ Personalization/ Pardot/ Salesforce Loyalty Good consulting and techno-functional experience is preferred. Excellent oral and written communication skills Stakeholder Management: Experience in working with middle to senior management levels within existing organization /client organizations. Strong analytical skills and the ability to drive results-oriented decisions. Data-driven mindset within proven utilization of information to drive decisions, calibrate and results. Highly organized, proven ability to develop efficient processes that elevate team performance and drive results. Proven success in navigating global matrixed environments and /or experience in client facing roles. Ability to lead and manage small/ mid-sized teams. Ability to work effectively in a remote, virtual, global environment. Ability to work in a fast paced and unstructured environment. Exposure to the process of developing capability.

Role/ Designation - Customer Service Specialist (AM / DM) Sub Department - Central Operations Experience - 4/6 years of relevant work experience in Bank / NBFC Key Responsibilities: Lead the customer service team Work effectively across a variety of communication channels: phone, email, Portal, social media, etc. Delight customers during every service interaction Collect and analyze feedback after completing customer enquiries Work collaboratively with teammates to solve customer issues quickly and efficiently Report customer complaints and escalate issues when necessary to prevent customer dissatisfaction. Keep the record of customers and follow-up with them on a timely basis for better customer experience. Retain customers by answering questions and providing suggestions that lead to short- and long-term success. Skills Required: Prior work experience in bank / NBFC handling Customer excellence team Understanding of how CRM system works Excellent verbal and written communication skills Passion for consistently providing world class customer experience Emotional intelligence and an empathetic propensity to read between the lines and understand what the customer is saying, and what they mean Comfortable managing several competing task and issues in a fast-paced environment Attention to detail, organisation skills, and superior time management skills The ability to work independently as well as in team environment Patience and the ability to remain calm while adapting to a variety of situations The willingness to learn and help. Problem solver and result driven.

Job Overview: We are looking for a Lead Generation Specialist who can identify, cultivate, and maintain a pipeline of high-value federal and SLED opportunities aligned with our strategic objectives. The Lead Generation Specialist will be responsible for sourcing and qualifying opportunities within the federal and SLED markets by leveraging government portals (e.g., SAM.gov, FPDS, USAspending.gov) and/or commercial tools (e.g., GovWin). This role requires a deep understanding of government procurement processes, agency structures, and set-aside programs (8(a), SDVOSB, WOSB, HUBZone, small business, sole-source, etc.). The ideal candidate will also manage the opportunity pipeline in a CRM system such as HubSpot, engage contracting officers, craft compelling pitches, and identify potential teaming and partnership opportunities with other vendors seeking certified partners. If you are someone who can make things happen , rather than just plan them, this is the role for you. Key Responsibilities: Lead Sourcing Identify and qualify federal and SLED contracting opportunities through government portals (SAM.gov, FPDS, USAspending.gov) and commercial platforms (GovWin, etc.). Conduct thorough research on agency spending patterns, procurement forecasts, expiring contracts, and upcoming solicitations. Identify strategic partnerships Opportunity and Partnership Management Build, organize, and manage a robust opportunity pipeline aligned with company capabilities. Proactively identify and qualify partnership opportunities (teaming, subcontracting, mentor-protg arrangements) with prime contractors or small businesses seeking 8(a), SDVOSB, WOSB, HUBZone, or other certified partners. Engage and develop relationships with potential teaming partners, primes, and subcontractors. Contracting Officer and Partner Engagement Initiate and nurture relationships with government contracting officers and procurement officials. Prepare, refine, and deliver tailored pitches to agencies and potential teaming partners. Support outreach campaigns to engage both direct buyers and strategic partners. Pipeline Management and Reporting Track opportunity progression through each pipeline stage in a CRM system such as HubSpot with accurate data entry and status updates. Maintain high pipeline hygiene through regular reviews and reporting on opportunity status and partnership discussions. Strategy and Compliance Understand and leverage small business programs (8(a), HUBZone, SDVOSB, WOSB, etc.) to position the company competitively. Research and assess sole-source, set-aside, and limited competition opportunities to enhance win potential. Support compliance with procurement regulations and teaming agreements. Internal Collaboration Collaborate with business development, capture management, and proposal teams to transition leads into full capture efforts. Create qualification briefs and summaries for high-priority opportunities and partnerships. Rapid Adaptability & Decision-Making Quickly assess market changes or challenges and pivot strategies as necessary. Act decisively to remove roadblocks, resolve issues, and optimize the lead generation approach to deliver results fast. Job Requirements & Qualifications 5+ years of experience in lead generation for federal and/or SLED markets. Strong working knowledge of federal, state, local govt procurement processes, agency structures, and contracting regulations. Experience sourcing opportunities and partnerships via government portals (SAM.gov, FPDS, USAspending.gov) and tools like GovWin. Understanding of small business programs (8(a), HUBZone, SDVOSB, WOSB) and strategies for leveraging them. Proven ability to identify, initiate, and nurture teaming and subcontracting opportunities. Proficient with CRM systems like HubSpot for opportunity management and reporting. Proven Track Record: Demonstrated success in driving new business growth , securing partnerships , and penetrating new markets . Must be results-driven and capable of delivering growth against set targets. Strategic Thinking & Action-Oriented: Able to think strategically while executing quickly and effectively. Must focus on driving real results , not just planning. Accountability & Decision-Making: Must be willing to make tough decisions and quickly address issues. Preferred Qualifications Experience supporting a small business or 8(a) company in business development. Familiarity with state procurement systems (e.g., California eProcure, Texas DIR, etc.). Understanding of government contracting vehicles (GSA Schedules, BPAs, IDIQs, etc.). Experience attending federal or SLED industry days and networking events Key Attributes Action-Oriented & Results-Driven: A hands-on person who gets things done . Should be highly focused on generating immediate, tangible results. Quick Pivoting & Adaptability: Capable of adjusting strategies rapidly based on market dynamics and operational challenges. No Tolerance for Mediocrity: Holds self to high standards and drives a performance culture .

About Us SureDrive Assist SureDrive Assist is a high-growth mobility-tech startup transforming India’s two-wheeler landscape through a subscription-first platform that bundles Roadside Assistance (RSA), CRM-led service delivery, insurance support, extended warranties, and more. We’re building India’s most scalable RSA automation framework — integrating customer support, field ops, IVR, payments, CRM, and digital onboarding into one seamless ecosystem. Our solutions are designed for agility, reach, and scale — enabling growth across urban and pan-India markets. About the Role We’re looking for a Project & Solutions Manager to lead automation initiatives and unify our digital systems across CRM, partner portals, backend ops, and customer support. This role blends product thinking, solution design, project management, and hands-on execution. You’ll work directly with leadership and cross-functional teams to drive cost-effective tech adoption, streamline workflows, and build future-ready systems that power real-world RSA services across India. Responsibilties Process & Workflow Automation Automate workflows across sales, service, onboarding, and finance Implement integrations across RSA, Zoho, CRM, IVR, payments & support tools Drive continuous improvements through team feedback loops Technology & Solution Evaluation Manage and evolve our SaaS landscape into a best-of-breed ecosystem Evaluate & adopt tools like Zoho One, WhatsApp API, Microsoft, IVR platforms Run POCs, compare vendors, optimize for functionality and cost Project & Product Ownership Own project roadmaps, requirement gathering, and performance tracking Drive go-live plans, testing, documentation, and vendor coordination CRM & Customer Support, IVR Process Architecture Design CRM flows for leads, support, wallets, and sales partners Integrate IVR & telephony tools for seamless service delivery Website & Dashboard Oversight Improve UI/UX and performance of Vendor & Sales Partner portals Oversee UI/UX improvements, ensure real-time data sync, and track partner activity Cross-Functional Collaboration Work closely with Sales, Ops, Tech, Support, and HR to identify and solve pain points Build and lead structured roadmaps for tech improvement initiatives Wallet System Buildout Design and integrate partner wallet workflows (commissions, payouts, GST-ready)Connect with paymeth nts ecosystem via secure APIs What Were Looking For Strong knowledge of Zoho, CRM systems, IVR tools (Exotel, Knowlarity), web backends Hands-on with process automation, SaaS stack management, and system design Strong communicator with vendor negotiation and cross-functional leadership skills Startup-minded: agile, resourceful, proactive, and solutions-first Analytical with a bias toward execution you get things done and measure impact Good to Have Startup background with cross-functional tech exposure Familiarity with Razorpay, PayU, WhatsApp Business APIs Experience with Agile tools, Miro, Lucidchart, or low-code platforms Interested candidates, please share your resume at careers@suredriveassist.com

Overview GEP is a diverse, creative team of people passionate about procurement. We invest ourselves entirely in our client’s success, creating strong collaborative relationships that deliver extraordinary value year after year. Our clients include market global leaders with far-flung international operations, Fortune 500 and Global 2000 enterprises, leading government and public institutions. We deliver practical, effective services and software that enable procurement leaders to maximise their impact on business operations, strategy and financial performance. That’s just some of the things that we do in our quest to build a beautiful company, enjoy the journey and make a difference. GEP is a place where individuality is prized, and talent respected. We’re focused on what is real and effective. GEP is where good ideas and great people are recognized, results matter, and ability and hard work drive achievements. We’re a learning organization, actively looking for people to help shape, grow and continually improve us. Are you one of us? GEP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, national origin, religion, sex, disability status, or any other characteristics protected by law. We are committed to hiring and valuing a global diverse work team. For more information please visit us on GEP.com or check us out on LinkedIn.com. Responsibilities Title - Team Lead (QA), Database Research Position Overview We are seeking a detail-oriented and proactive Team Lead (QA) in the Database Research department to lead our team of Web Researchers. In this role, you will oversee the building and enrichment of our contact and account databases, ensuring data accuracy and completeness. You will also coordinate closely with Sales and Marketing teams to support various campaign and outreach initiatives, playing a critical role in driving business growth. Key Responsibilities Team Leadership: Manage, mentor, and motivate a team of Web Researchers to achieve daily, weekly, and monthly targets for data collection, validation, and enrichment. Database Management: Oversee the creation, maintenance, and continuous improvement of contact and account databases, ensuring data quality, accuracy, and relevance. Stakeholder Coordination: Collaborate with Sales and Marketing teams to understand campaign requirements and deliver targeted contact lists and data insights for outreach activities. Quality Assurance: Implement and monitor quality control processes to maintain high standards of data integrity and compliance with privacy regulations. Process Optimization: Identify opportunities to streamline research methodologies, automate repetitive tasks, and improve team productivity. Reporting & Analytics: Generate regular reports on team performance, database growth, and campaign support activities for management review. Training & Development: Conduct training sessions for new team members and ongoing skill development for the team. Working Hours - 12:30 PM - 9:30 PM Qualifications Experience: 5+ years of experience in web research, data management, or a related field,with at least 1 year in a supervisory or team lead role. Experience working with CRM systems (e.g., Salesforce, HubSpot) is preferred. Skills : Strong analytical and research skills with attention to detail. Excellent communication and interpersonal abilities. Proven ability to manage multiple projects and deadlines. Proficient in MS Excel and data management tools. Ability to work collaboratively with cross-functional teams.

Key Responsibilities: Product Ownership: Act as the central point of contact for all product initiatives across Website, App, and CRM platforms. Development Management: Collaborate with our external development agency to manage timelines, deliverables, and ensure high-quality execution. Sprint Planning & Execution: Use Jira to plan, track, and manage sprint activities. Ensure tasks are aligned with business priorities and delivered on time. Stakeholder Collaboration: Work closely with marketing, operations, sales, and customer support to gather requirements and ensure product features meet business goals. User Feedback Integration: Liaise with the CRM (user) team to collect and analyze end-user feedback, and translate it into actionable product improvements. Cross-functional Coordination: Facilitate communication and collaboration across departments to drive alignment and resolve blockers. Reporting & Documentation: Maintain clear documentation of requirements, product roadmaps, and status updates.

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery. 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 application development process Coordinate with stakeholders to gather requirements Ensure timely delivery of projects Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Experience in D365 Contact Center, Copilot Studio and Azure Open AI is preferred Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM Knowledge of CRM integration with other systems Experience in troubleshooting and resolving technical issues Additional Information: The candidate should have a minimum of 5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Bengaluru office A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : any btech education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring successful project delivery. 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 application development process Ensure timely project delivery Provide technical guidance and support to the team Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM Knowledge of CRM development best practices Hands-on experience in CRM integration Experience in troubleshooting and resolving technical issues Additional Information: The candidate should have a minimum of 5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Hyderabad office A BTech education is required Qualification any btech education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery. 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 application development process Coordinate with stakeholders to gather requirements Ensure timely project delivery Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM Knowledge of CRM integration with other systems Hands-on experience in troubleshooting and issue resolution Additional Information: The candidate should have a minimum of 7.5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Pune office A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring seamless communication among team members and stakeholders. 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 application development process Ensure effective communication among team members and stakeholders Provide guidance and support to team members Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Experience in D365 Contact Center, Copilot Studio and Azure Open AI is preferred Strong understanding of CRM systems Experience in customizing and configuring Microsoft Dynamics CRM Knowledge of CRM development best practices Hands-on experience in CRM integration Experience in leading CRM implementation projects Additional Information: The candidate should have a minimum of 7.5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Pune office A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will be responsible for overseeing the application development process and ensuring successful project delivery. 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 application development process Ensure timely project delivery Provide technical guidance and support to the team Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Strong understanding of CRM systems Experience in customizing and configuring Microsoft Dynamics CRM Knowledge of CRM development best practices Hands-on experience in CRM integration Experience in troubleshooting and resolving technical issues Additional Information: The candidate should have a minimum of 5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Pune office A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery in a dynamic environment. 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 application development process Coordinate with stakeholders to gather requirements Ensure timely delivery of projects Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM Knowledge of CRM integration with other systems Hands-on experience in troubleshooting and issue resolution Additional Information: The candidate should have a minimum of 5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Chennai office A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will be responsible for overseeing the application development process and ensuring successful project delivery. 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 application development process Coordinate with stakeholders to gather requirements Ensure timely delivery of projects Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Experience in D365 Contact Center, Copilot Studio and Azure Open AI is preferred Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM Knowledge of CRM integration with other systems Experience in troubleshooting and resolving technical issues Additional Information: The candidate should have a minimum of 5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Pune office A 15 years full-time education is required Qualification 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring successful project delivery. 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 application development process Ensure successful project delivery Mentor junior team members Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical - Experience in D365 Contact Center, Copilot Studio and Azure Open AI is preferred Strong understanding of CRM systems Experience in customizing and configuring Microsoft Dynamics CRM Knowledge of CRM integration with other systems Hands-on experience in troubleshooting and issue resolution Additional Information: The candidate should have a minimum of 7.5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Pune office A 15 years full-time education is required Qualification 15 years full time education

Job Title: VKYC Team Lead We are seeking a detail-oriented and proactive VKYC Team Lead to manage and oversee our video KYC operations. You will be responsible for leading a team of VKYC executives, ensuring compliance with regulatory standards, achieving productivity targets, and delivering a smooth onboarding experience for customers. Key Responsibilities: Supervise and manage the daily operations of the VKYC team. Ensure timely and accurate completion of VKYC verifications in line with regulatory and organizational guidelines. Provide training, guidance, and performance feedback to VKYC agents. Monitor team performance, generate reports, and drive improvements to meet KPIs (turnaround time, accuracy,audit , etc.). Act as an escalation point for complex or sensitive VKYC cases. Work closely with compliance, IT, and customer service departments to resolve issues and streamline processes. Ensure strict adherence to data privacy and information security protocols. Keep the team updated on regulatory changes and internal policy updates. Recruit and onboard new team members as needed Requirements & Preferred Skills: 3 - 7 years of experience in KYC & Fintech , with at least 1 - 2 years in a leadership role. Strong understanding of VKYC processes, RBI guidelines, and compliance norms. Excellent communication ( Hindi & English ) and people management skills. Proficiency in tools like CRM systems, video conferencing software, and basic Excel/reporting. Ability to work under pressure and meet strict deadlines. Its a 7 days working shift with one rotational week off Identify gaps in the VKYC workflow and work with tech/product teams to enhance automation and efficiency.

Experience Required: 1-5 years Market Focus: BFSI Industry: Banking Location- Mumbai Education & Experience:- Bachelors degree in Finance, Business Administration, or a related field. Minimum of 2 years of experience in loan sales or a related financial services role. Strong sales and negotiation skills.:- Excellent interpersonal and communication abilities. Proficiency in financial analysis and understanding of various loan products. Familiarity with loan processing software and CRM systems.

Skill required: Marketing Operations - Account Management Designation: Marketing Engagement Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? The Channel Strategy Manager - B2B2C is responsible for defining and executing channel strategies that optimize customer engagement and drive business growth within the B2B2C segment. This role focuses on developing innovative go-to-market approaches, managing partnerships, and aligning channel activities with overarching business objectives. By fostering collaboration with internal and external stakeholders, the Channel Strategy Manager ensures seamless integration of strategies across the value chain, delivering a consistent and impactful customer experience.Channel Strategy Manager - B2B2CEducation Bachelor's degree in Business Administration, Marketing, or a related field; MBA or equivalent is preferred. 5-7 years of experience in channel strategy, sales, or marketing, with a focus on B2B2C models. Proven track record of developing and implementing successful channel strategies. Experience in managing partnerships and cross-functional teams. Familiarity with digital and traditional channel dynamics. Skills & Competencies Strong understanding of channel management principles, particularly within the B2B2C framework. Proficiency in data analysis tools and CRM systems to assess channel performance. Knowledge of digital marketing and e-commerce platforms. Project management skills, with experience in executing cross-functional initiatives. Financial acumen to manage budgets and evaluate channel ROI. Strategic thinking and problem-solving abilities. Excellent communication and negotiation skills. Strong interpersonal skills to build and maintain effective partnerships. Ability to adapt and respond to a dynamic market environment. Leadership skills with a focus on collaboration and influence. What are we looking for? Campaign Planning Digital Marketing Campaigns Problem-solving skills Roles and Responsibilities: Develop and implement a robust channel strategy tailored to the B2B2C market, aligning with business goals and customer needs. Build and maintain relationships with key partners, distributors, and intermediaries to ensure successful execution of channel strategies. Conduct market research and analysis to identify trends, opportunities, and competitive dynamics that inform channel strategy. Establish and track key performance indicators (KPIs) to evaluate the effectiveness of channel strategies and initiatives. Work closely with sales, marketing, and product teams to ensure alignment and consistency across all channel activities. Design and implement strategies that enhance the end-to-end customer journey within the B2B2C ecosystem. Allocate resources effectively across channels to maximize impact and return on investment. Identify and implement innovative approaches to channel activation and management, leveraging digital tools and platforms. Qualifications Any Graduation

Skill required: Marketing Operations - Campaign Management Designation: Campaign Management Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years What would you do? Help balance increased marketing complexity and diminishing marketing resources. Drive marketing performance with deep functional and technical expertise, while accelerating time-to-market and operating efficiencies at scale through Data and Technology, Next Generation Content Services, Digital Marketing Services & Customer Engagement and Media Growth Services.experience in CRM management, customer engagement, or digital marketing roles, preferably within a large enterprise or consumer-focused business.oProven experience working with CRM platforms (Salesforce, or similar) and related tools for campaign management and customer data analysis.oPrevious experience working within the energy or retail sector is an advantage but not essential.oFamiliarity with managing cross-functional teams and working in a matrix organization.Role requires Digital Marketing Ads & Promotion creation/designThe CRM Advisor will be responsible for managing Client's customer relationship management (CRM) systems and initiatives, ensuring the effective use of customer data to drive engagement, retention, and growth. This role will play a key part in the development and execution of CRM strategies that enhance customer experiences, foster long-term loyalty, and maximize customer value. The CRM Advisor will collaborate with multiple internal teams, leveraging data and insights to ensure that Client's CRM tools and processes deliver measurable results aligned with the company's business goals.Campaign Management focuses on planning, executing, tracking and analysis of direct marketing campaigns. The team is responsible for the entire lifecycle of a marketing campaign, from inception to launch to evaluation of result. The team is accountable for analyzing the effectiveness of marketing campaigns using ROI calculations. The role may require for you to have a good understanding of digital marketing, email marketing and technologies like Salesforce Marketing Cloud, Salesforce CRM, Salesforce Automation studio, Google DV360 and Responsys. What are we looking for? Problem-solving skills CRM Systems Expertise:Good understanding of CRM platforms such as Salesforce, Adobe Campaign, Dot Digital to manage customer relationships and deliver targeted campaigns. Data Management & Analytics:Strong ability to manage and analyze customer data to derive insights and inform strategic decisions. Familiarity with tools like Excel, Google Analytics, or Tableau for reporting and analysis. Customer Segmentation:Ability to analyze customer data and create actionable customer segments for targeted communications, leveraging analytics and insights to personalize engagement. Marketing Automation:Knowledge of marketing automation platforms to streamline customer interactions and campaigns across channels (email, SMS, etc.). Integration & Data Flow Management:Familiarity with integrating CRM tools with other business systems (e.g., marketing platforms, sales systems) to enable seamless data flow and customer experience. Customer-Centric Approach:Strong focus on understanding and anticipating customer needs, using CRM tools to deliver personalized, relevant customer experiences. Analytical Thinking:Ability to analyze data and identify trends, insights, and opportunities for CRM improvements and business growth. Project Management:Excellent organizational and time management skills, with the ability to manage multiple projects simultaneously, ensuring delivery on time and within scope. Collaboration & Communication:Strong interpersonal and communication skills, capable of working cross-functionally with diverse teams and engaging stakeholders effectively. Problem-Solving:Proactive in identifying challenges in CRM processes or customer interactions, developing effective solutions to enhance performance. Attention to Detail:High attention to detail in managing customer data and executing campaigns to ensure accuracy and quality in all CRM-related activities. Roles and Responsibilities: CRM Strategy Development and Implementation:Develop and execute CRM strategies to enhance customer engagement, drive retention, and support business objectives. Collaborate with marketing, sales, and digital teams to align CRM efforts with overall customer experience strategies. CRM System Management:Oversee the configuration, management, and optimization of Client's CRM systems (e.g., Salesforce, Dynamics 365), ensuring the systems are fully utilized to meet customer and business needs. Troubleshoot issues and work with IT to resolve technical challenges. Customer Data Management:Ensure data quality and integrity by implementing best practices for customer data collection, segmentation, and enrichment. Maintain a customer database that allows for targeted, personalized marketing and communication strategies. Campaign Planning and Execution:Lead the creation and execution of CRM campaigns, including email, SMS, loyalty programs, and push notifications, ensuring they are aligned with business objectives and customer preferences. Performance Monitoring and Reporting:Track the effectiveness of CRM campaigns through key performance indicators (KPIs), such as customer retention rates, engagement levels, and ROI. Provide regular reports to senior leadership on campaign results and customer insights. Collaboration Across Functions:Work closely with marketing, digital, sales, and customer service teams to ensure CRM strategies are integrated across all touchpoints and deliver a consistent and exceptional customer experience. Continuous Improvement:Stay up to date with industry best practices, CRM trends, and technological advancements. Recommend improvements to Client's CRM strategies, tools, and processes based on market research and customer feedback. Qualifications Any Graduation

Skill required: Marketing Operations - Campaign Management Designation: Campaign Strategy Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years What would you do? Help balance increased marketing complexity and diminishing marketing resources. Drive marketing performance with deep functional and technical expertise, while accelerating time-to-market and operating efficiencies at scale through Data and Technology, Next Generation Content Services, Digital Marketing Services & Customer Engagement and Media Growth Services.Role requires Digital Marketing Ads & Promotion creation/design The Channel Activation Manager is responsible for driving the effective execution of channel strategies to optimize customer engagement and maximize business performance. This role focuses on operationalizing go-to-market plans, managing cross-channel initiatives, and ensuring that campaigns and activities deliver measurable results. The Channel Activation Manager plays a critical role in bridging strategy and execution, working collaboratively with internal teams and external partners to achieve channel objectives.Campaign Management focuses on planning, executing, tracking and analysis of direct marketing campaigns. The team is responsible for the entire lifecycle of a marketing campaign, from inception to launch to evaluation of result. The team is accountable for analyzing the effectiveness of marketing campaigns using ROI calculations. The role may require for you to have a good understanding of digital marketing, email marketing and technologies like Salesforce Marketing Cloud, Salesforce CRM, Salesforce Automation studio, Google DV360 and Responsys.experience in channel marketing, sales, or activation roles. Proven track record of managing successful channel activation campaigns. Experience working in cross-functional environments with internal teams and external partners. Familiarity with both traditional and digital marketing channels. What are we looking for? Problem-solving skills Expertise in channel marketing and activation strategies. Proficiency in using CRM systems, marketing automation tools, and analytics platforms. Strong project management skills with the ability to manage multiple initiatives simultaneously. Knowledge of digital marketing techniques, including social media, email campaigns, and e-commerce. Financial skills to manage budgets and analyze return on investment (ROI). Excellent communication and presentation skills. Strong analytical and problem-solving abilities. Ability to collaborate and build relationships across diverse teams and stakeholders. Creative thinking with a customer-centric approach. Organizational skills and attention to detail. Creative thinking with a customer-centric approach. Organizational skills and attention to detail. Ability to collaborate and build relationships across diverse teams and stakeholders. Roles and Responsibilities: Lead the activation of channel marketing campaigns across multiple platforms and touchpoints, ensuring alignment with strategic objectives. Develop and implement initiatives to enhance the efficiency and effectiveness of channel activities. Work closely with sales, marketing, and product teams to ensure seamless integration and execution of channel plans. Monitor and evaluate the performance of channel activities using key performance indicators (KPIs), providing actionable insights for continuous improvement. Oversee the allocation and utilization of resources to deliver channel activities within budget. Collaborate with external partners and vendors to ensure high-quality execution of channel activation initiatives. Ensure that all channel activities are designed to enhance the customer experience and drive satisfaction. Identify and implement new tools, technologies, and approaches to improve channel activation processes. Qualifications Any Graduation

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery. 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 application development process Coordinate with stakeholders to gather requirements Ensure timely delivery of projects Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM Knowledge of CRM integration with other systems Experience in troubleshooting and resolving technical issues Additional Information: The candidate should have a minimum of 5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Hyderabad office A 15 years full-time education is required Qualifications 15 years full time education

Project Role : Business Architect Project Role Description : Define opportunities to create tangible business value for the client by leading current state assessments and identifying high level customer requirements, defining the business solutions and structures needed to realize these opportunities, and developing business case to achieve the vision. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : DevOps Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Architect, you will define opportunities to create tangible business value for the client by leading current state assessments and identifying high level customer requirements, defining the business solutions and structures needed to realize these opportunities, and developing business case to achieve the vision. Roles & Responsibilities: Expected to perform independently and become an SME. Required active participation/contribution in team discussions. Contribute in providing solutions to work related problems. Lead current state assessments to identify customer requirements. Develop business solutions and structures to realize opportunities. Create business cases to achieve the vision. Provide guidance and mentorship to junior professionals. Collaborate with cross-functional teams to drive business outcomes. Professional & Technical Skills: Must To Have Skills: Proficiency in Microsoft Dynamics CRM Technical. Good To Have Skills: Experience with DevOps. Strong understanding of CRM systems and their technical functionalities. Ability to design and implement CRM solutions tailored to business needs. Experience in integrating CRM systems with other business applications. Additional Information: The candidate should have a minimum of 3 years of experience in Microsoft Dynamics CRM Technical. This position is based at our Hyderabad office. A 15 years full time education is required. Qualifications 15 years full time education

Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Microsoft Dynamics CRM Technical Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process, collaborating with team members, and ensuring project success. 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 application development process Ensure timely delivery of projects Provide technical guidance and support to team members Professional & Technical Skills: Must To Have Skills:Proficiency in Microsoft Dynamics CRM Technical Strong understanding of CRM systems Experience in customizing and configuring Dynamics CRM solutions Knowledge of CRM development best practices Hands-on experience in CRM integration and data migration Additional Information: The candidate should have a minimum of 7.5 years of experience in Microsoft Dynamics CRM Technical This position is based at our Gurugram office A 15 years full-time education is required Qualifications 15 years full time education