32 Customer Onboarding Jobs

#Job Title: Business Development Manager Modern Workspace Solutions (Microsoft) #Experience Level: 2-3 Years #Job Type: Full-time #Key Responsibilities: Lead Generation & Prospecting: Identify new SMB customers, develop a sales pipeline, and qualify leads for Microsoft Modern Workspace solutions. Customer Acquisition & Sales: Develop sales strategies, present/demo Microsoft products, and achieve targets. Customer Onboarding & Migration Support: Assist SMBs in transitioning to Microsoft's workspace platform, ensuring smooth onboarding. Renewals & Upsell Opportunities: Engage with existing customers for renewals and explore upselling opportunities. Relationship Management: Build and maintain strong customer relationships and act as a trusted advisor. Market Research & Reporting: Stay updated on industry trends, report sales pipeline and customer feedback. #Skills & Qualifications: 2-3 years of experience in sales or business development, preferably selling Microsoft 365 solutions to SMBs. Strong database of SMB contacts in the Microsoft ecosystem. Familiarity with Microsoft Modern Workspace tools (Microsoft 365, Teams, SharePoint, OneDrive, etc.). Excellent communication, negotiation, and customer relationship management skills. Self-motivated and goal-oriented with a proven track record in sales. #What We Offer: Competitive salary with performance-based incentives. Opportunity to work with cutting-edge Microsoft technologies. Professional growth in a collaborative environment. #Tags: #Bangalore #BusinessDevelopmentManager #MicrosoftSolutions #Sales #SMB

NOTE: We are looking for candidates from Tier 1 Colleges / Premium Institutes Job Description: Own the customer onboarding process, and deliver a WOW experience during the initial client journey Ensure the right profile customers are onboarded Source high-quality digital content to create best-in-class catalogs Manage multiple outsourced vendors Ensure regular process reviews and technology-based process improvement feedback to cross-functional teams Maintain fast onboarding, audits, training, and team motivation focus Maintain process compliance and hygiene Managing and developing large direct and indirect teams Exposure to process re-engineering, operations, and servicing practices Benchmarking & building superior processes for next-level onboarding Key Skills: Excellent Team-handling skills Good communication and presentation skills Strong data analysis skills and understanding of technology Well-versed with MS Office tools, especially Excel, PowerPoint, Word Customer satisfaction and quality-oriented mindset Ability to take decisions in a fast-paced environment Able to multitask Experience and Education: Excellent academics 80% above in 10th & 12th MBA or any equivalent 1-4 years of work experience in team handling roles

Identify opportunities to optimize the verifications experience to maximize conversions while maintaining regulatory compliance and risk mitigation measures. Partner with key stakeholder teams (e.g., Product, Engineering, and Operations) to define the strategy, vision and roadmap for Verifications to meet evolving business needs. Evolve onboarding risk from a project-oriented to a programmatic approach. Define and monitor key program metrics, and deliver reporting that surfaces user insights and improvement opportunities. Collaborate with cross-functional teams (i.e. Product and Engineering) to shape user experiences for verifications, ensuring our products evolve to meet both business needs and the emerging requirements of risk and compliance (Know Your Customer, Anti-Money Laundering) always with a user-first mindset. Establish scalable mechanisms to proactively identify challenges and opportunities in verifications policies, processes and performance - including both vendor-side and internal to Stripe - and drive plans to address them to improve the user trust framework. Analyze onboarding and compliance data and performance metrics to identify areas for improvement and enhancements to reduce end-to-end verification friction. Partner with stakeholder teams to address improvement areas and to improve, design, develop, and monitor manual user verification processes. Develop and maintain relationships with current and prospective verification providers to identify new capabilities that may augment or replace our current capabilities. Execute special projects/ad hoc analyses, as initiatives, products, risks, and opportunities evolve. Manage verification provider performance, including addressing problems and resolving issues. Who you are Were looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements 8+ years of professional experience, preferably in product-led financial or tech company, particularly within a risk management or revenue enablement function Demonstrate a user-centric mindset and have experience building new customer listening and insight gathering programs from the ground up Experience developing programmatic solutions and working with technical (product and engineering) and operational teams Ability to distill complex, ambiguous problems and design reliable solutions and guidance for internal stakeholders and Stripe users Exceptional collaboration and communication skills, with an ability to lead through influence Be adept at using data to surface insights and drive decisions Be a self-starter, be highly organized and have strong communication skills. The ability to take ownership, be accountable, and drive towards ambitious goals Comfort in operating in an ambiguous and quickly changing environment with shifting priorities Preferred qualifications Experience in risk and compliance, preferably in a financial services or fintech company, driving process improvement and optimization. Experience working with Customer Service and Operations functions. Experience operating at scale and in a high growth environment

Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Candidate's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers. Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition

Notice Period: Immediate Travel Requirement: Up to 50% iSource Services is hiring for one of their client for the position of Marketing Manager. About the Role - We are seeking a motivated Sales Manager to lead the marketing efforts for our app. The ideal candidate will have excellent English communication skills, be familiar with Hindi and Marathi, and be comfortable with field visits as part of the sales and marketing strategy. Key Responsibilities: Plan and execute marketing campaigns in targeted areas Generate quality leads and onboard customers Manage key accounts, client documentation, and vendor coordination Develop and execute strategic marketing plans Meet or exceed assigned sales targets Desired Skillset: Gender: Male candidates only Fluent in English and Marathi/Hindi Drive sales and marketing activities to promote the app Prior field sales experience preferred Strong communication and writing skills Go-getter attitude with innovative thinking Adaptable, mature, and client-focused approach

About the Role - We are seeking a motivated Marketing Manager to lead the marketing efforts for our app. The ideal candidate will have excellent English communication skills, be familiar with Hindi and Marathi, and be comfortable with field visits as part of the sales and marketing strategy. Key Responsibilities: Plan and execute marketing campaigns in targeted areas Generate quality leads and onboard customers Manage key accounts, client documentation, and vendor coordination Develop and execute strategic marketing plans Meet or exceed assigned sales targets Desired Skillset: Gender: Male candidates only Fluent in English and Marathi/Hindi Drive sales and marketing activities to promote the app Prior field sales experience preferred Strong communication and writing skills Go-getter attitude with innovative thinking Adaptable, mature, and client-focused approach

About the Role: The Project Coordinator will act as a central point between sales teams, marketing, and client onboarding. This role requires managing day-to-day project activities, ensuring smooth coordination between stakeholders, supporting field sales efforts, and overseeing timely delivery of project milestones. Key Responsibilities: Coordinate and support marketing campaigns and client onboarding projects. Collaborate with sales executives and vendors for project execution. Maintain up-to-date documentation and project trackers. Schedule, follow up, and report on field visits with doctors, chemists, and distributors. Track project KPIs and ensure alignment with business goals. Collect feedback from field teams and help implement improvements. Ensure timely delivery and reporting of assigned tasks and sales targets. Qualifications: Experience: 02 years in project coordination, sales operations, or field marketing Education: Bachelors degree in Marketing, Business, IT, or a related field Excellent communication skills in English and Marathi/Hindi Strong organizational and follow-up skills Comfortable with field coordination and vendor interactions Gender: Male candidates only (as per client requirement) Immediate Joiners

Sales BDE with base location of Theni District Key Responsibilities: Client Relationship Management: Build and maintain strong, long-lasting relationships with key clients. Customer Onboarding: Oversee the onboarding process for new clients, ensuring a smooth and positive experience. Customer Success Strategy: Develop and implement strategies to improve customer satisfaction, retention, and growth. Issue Resolution: Address and resolve customer issues and complaints in a timely and effective manner. Product Training: Provide clients with training and resources to help them maximize the value of our products and services. Feedback Loop: Collect and analyze customer feedback to inform product development and service improvements. Performance Metrics: Monitor and report on key performance indicators (KPIs) related to customer success. Cross-Functional Collaboration: Work closely with sales, marketing, product development, and support teams to ensure a cohesive approach to customer success.

Key Responsibilities: Client Relationship Management: Build and maintain strong, long-lasting relationships with key clients. Customer Onboarding: Oversee the onboarding process for new clients, ensuring a smooth and positive experience. Customer Success Strategy: Develop and implement strategies to improve customer satisfaction, retention, and growth. Issue Resolution: Address and resolve customer issues and complaints in a timely and effective manner. Product Training: Provide clients with training and resources to help them maximize the value of our products and services. Feedback Loop: Collect and analyze customer feedback to inform product development and service improvements. Performance Metrics: Monitor and report on key performance indicators (KPIs) related to customer success. Cross-Functional Collaboration: Work closely with sales, marketing, product development, and support teams to ensure a cohesive approach to customer success.

Job Description: Customer Success - Executive Role / Sr. Executive Role Experience: 1-3 years Location : Noida (5 days -WFO) About Us CloudKeeper is a cloud cost optimization partner that combines the power of group buying & commitments management, expert cloud consulting & support, and an enhanced visibility & analytics platform to reduce cloud cost & help businesses maximize the value from AWS, Microsoft Azure, & Google Cloud. A certified AWS Premier Partner, Azure Technology Consulting Partner, Google Cloud Partner, and FinOps Foundation Premier Member, CloudKeeper has helped 350+ global companies save an average of 20% on their cloud bills, modernize their cloud set-up and maximize value all while maintaining flexibility and avoiding any long-term commitments or cost. CloudKeeper hived off from TO THE NEW, a digital technology service company with 2500+ employees and an 8-time GPTW winner. We take pride in our culture driven by passion for making an impact through technology and is backed by our emphasis on learning and development. Get a sneak peek of our work-culture here . CloudKeeper: https://www.cloudkeeper.com/ Responsibilities Assist in customer onboarding, understanding customer objectives, and explain offering. Conduct platform demos to showcase key features and value propositions Handle customer queries related to the platform and billing issues. Preparing RI’s and Savings Plan recommendations, cost anomaly reports, and monthly cost analysis reports. Support in generating and maintaining custom reports for customers using pre-defined templates or guided logic (e.g., by business unit, account, usage type). Log, track, and manage tickets in the ticketing system, ensuring proper documentation and traceability of support activities. Raise and track AWS support cases under guidance. Work on internal documentation and process notes. Qualifications and Skills: Technical background i.e. BE/B.tech/MBA (IT) 0-3 years of experience in customer service/facing roles. Excellent communication, presentation, and relationship-building skills. Ability to multitask and manage time effectively. Detail-oriented and proactive in following up with customers. Strong problem-solving skills with a proactive and customer-first mindset.

Position - Business Relationship Manager - Business Loans-Consumer Service Group-Sales Job Role: Responsible for developing good relations with Internal Teams & Corporates to generate leads (Both Dealers and Vendors) Ability to map the markets to identify Vendors/Dealers associated with the on-boarded Corporates Managing end-to-end Customer on boarding, i.e. starting from analysing their requirements, structuring the loan, negotiating commercials and ensuring disbursement Identify New corporates for tie-ups and working with product team to design programs Managing the relationship and ensuring utilisation of limits To be alert on competitive elements in the target segments (viz. other banks/NBFC) & Augment the presence and penetration of the Kotak brand in the target market Job Requirements: Working Capital Product knowledge is required as well as have a good understanding of different business models, cash flows, Risk. Ability to understand financials and propose deals is critical MBA/ CA mandatory Experience of 2 years Plus Strong oral and written Communication & should be able to Negotiate well.

Roles and Responsibilities: Customer Experience includes roles that provide services to customers once they are onboarded in the Maersk environment. Activities may include the following (but are not limited to): - Customer channel management - Case Management - Customer onboarding and relationship management - Contract and dispute management and more. Administrative stream includes those who primarily support others by performing skilled technical, administrative or operational tasks. Jobs may range from highly supervised entry-level workers, technicians, and administrative staff to experienced individual contributors with robust technical or practical knowledge in specific areas, who have an ability to execute specialized work to support operations. At the top of this career stream, individuals work independently and apply standards yet can also make departures from established processes to resolve problems. A colleague at this level works on tasks of limited scope and complexity, exercises independent judgment within defined boundaries and guidelines and typically under supervision. The colleague has skills developed through job-related training and on-the-job experience within a specific job discipline. Colleagues have knowledge of standardized work routines and methods, general facts and information but may need to escalate non-routine problems to a more experienced colleague or supervisor. The job requires limited job and business knowledge at the time of hiring

About the team: Govt 3P team takes care of government PG Accounts Pan India and Telco business (both On-Us and Off-Us). The team takes care of entire end-to-end onboarding; customer management; query/concerns resolution and growing business on PG Model. About the Role: 1. Grow Distribution and Market share in the assigned area of operations. 2. Visibility Accountability through Extensive QR Deployment and Collateral Placement. 3. Identify and Recruit the sales team to align and drive business in the market. 4. Skilled in coaching and mentoring, a quick learner who grasps and puts into application new learned ideas and concepts. 5. Plan the market size, span, and geographies for TLs. 6. Should be able to devise the best methods for communication of plans/targets to the team so as to minimize the expectations vs delivery gap. 7. Monitor the Quality parameters as suggested by the management. 8. Validate and conduct the audits on the acquisitions and sales done by the team. 9. Ensure the team members are in a market where sales & usage are done regularly 10. Should have good networking capabilities and be willing to travel extensively throughout their specified area. Expectations/ Requirements 1. Should have good networking capabilities and be willing to travel extensively throughout their specified area. 2. Skilled in coaching and mentoring, a quick learner who grasps and puts into application newly learned ideas and concepts. Superpowers/ Skills that will help you succeed in this role: 1. Self-starters, who can take ownership and are comfortable navigating ambiguity, will be an ideal fit. 2. Passionate about working in a fast-growing firm. 3. Articulate complex solutions to novice customers. 4. Good sales and negotiation skills. Experience in quota-driven sales is a must. 5. Experience in payments and finance is a plus - though not mandatory. Education: Graduation/ Post Graduation preferred.

Assist customers in downloading and registering on the app . Ensure customers understand the app's features and functionality . Motivate and guide customers to place orders daily through the app . Build and maintain strong relationships with customers to ensure retention and loyalty . Address customer queries and provide on-the-spot solutions to enhance their experience. Collect feedback from customers to identify areas for improvement in the app and marketing approach. Achieve daily, weekly, and monthly targets for customer acquisitions and order placements . Collaborate with the marketing and operations team to plan field campaigns and promotional activities. Maintain detailed records of customer interactions and order data for reporting purposes. Skills & Qualifications Bachelor's degree in Marketing, Business Administration, or a related field. 1-3 years of experience in field marketing, direct sales, or similar roles. Excellent verbal communication skills in Kannada and English to connect with diverse customers effectively. Ability to build rapport with customers and maintain long-term relationships. Strong ability to convince and motivate customers to use the app regularly. Capability to address customer queries and provide quick, effective solutions. Proven ability to meet daily, weekly, and monthly targets for customer acquisition and order placements. Highly self-driven and capable of working independently in the field. Basic knowledge of smartphone apps and their functionalities to guide customers effectively. Familiarity with the local market and demographics to target potential users efficiently.

MaintWiz is calling Mechanical Engineers who have worked in Core Industries and wanting Career Shift to IT industry. We are looking for roles in Customer Success function. Selected candidates will be working on implementation of Industry 4.0 solutions in Plant Maintenance and Industrial Asset Management. Key client-facing role with ownership of deliverables and KPIs Fully manage product implementations and customer onboarding Conduct regular product and project implementation reviews with customer team Up sell and cross sell MaintWiz services and additional product features Documentation of client processes and mapping to MaintWiz functionality Training of new and existing customer user groups Maintain customer new request pipeline and provide ETA for delivery Managing metrics on Project Delivery, Client Adoption & Engagement Identifying and scoping opportunities for deeper engagement - integrations, value added services and enhancements Mining the account for more opportunities other plants & business units, new functionalities and new technology applications Billing and Collection follow up Develop user manuals for product functionality Provide pre-sales support for new prospect demos Proficiency in English, Hindi and one Regional Language Required Mechanical / Electrical Engineering Degree required from premier institutes (Mandatory). MBA degree is an advantage 4--5 years of experience in Plant Maintenance, Asset Management, O&M, TPM, Lean Principles, Reliability, Condition Monitoring. Prior experience in plant level ERP / CMMS / TPM roll out will be advantageous.

MaintWiz is calling Business Analysts who have delivered requirements related documentation for SaaS products. Selected candidates will be working in Plant Maintenance and Industrial Asset Management. Gather and document business requirements by working closely with customers, product managers, and technical teams. Analyze maintenance workflows, asset hierarchies, and reliability practices to identify product and process improvement opportunities. Translate functional needs into structured specifications, user stories, and wireframes for product development. Conduct competitor benchmarking and industry research to guide product strategy and feature development. Support customer onboarding and adoption by creating process maps, documentation, and training inputs. Collaborate with QA and development teams to validate feature implementation aligns with business intent. Use data analytics to derive insights on asset performance, work order efficiency, and user behavior. Act as a domain expert in maintenance and reliability, with a strong grasp of engineering fundamentals and operational challenges. Exposure to AI based tools to improve productivity and speed-to-market Proficiency in English, Hindi and one Regional Language Required

Key Responsibilities Manage accounting operations including Billing, A/R, and Finance IT Infrastructure. Prepare and publish timely monthly, weekly, and daily reports and trackers. Establish and monitor KPIs and SLAs for A/R and Customer Onboarding. Coordinate the preparation of Sales Register, AR reports, and Credit Reconciliations for management and regulatory reporting. Own and control PG reconciliations, Receivables reconciliations for CPG and E-Com Business. Assist in the revenue close process, ensuring tight deadlines are met with high accuracy. Support the month-end and year-end close process with regards to revenue and receivables. Assist in and monitor Master Data Management (Customer Onboarding functions) and contract compliances. Enable controls to ensure Zero non-compliance on regulatory matters and maintain quality control over financial transactions. Research automation opportunities and work towards bringing efficiencies to the team. Requirements and Skills Proven working experience of 0-4 years in Finance Operations. MBA /MCOM / BCOM with 0-4 years of combined accounting operations and finance experience. Thorough knowledge of accounting principles and procedures, particularly related to revenue recognition and revenue.

Roles & Responsibilities: Customer Onboarding & Support: Act as the primary point of contact for new customer onboarding, ensuring a seamless process from start to finish. Ensure that all customer information is complete and accurate , proactively following up with customers and account owners when data is incomplete. Assist customers with onboarding them as a vendor in their system, ensuring all necessary steps are completed efficiently. Coordinate with cross-functional teams (e.g., finance, legal, IT) to gather required documents and information such as W-9 forms , bank letters , and other necessary onboarding materials. Communicate with the billing and invoice delivery team to capture purchase order (PO) and/or invoice delivery requirements (e.g., specific portals, delivery methods). Stakeholder Collaboration & Process Management: Collaborate proactively with customers and cross-functional teams to identify and address any bottlenecks impacting the onboarding experience. Monitor the setup progress of accounts and provide clear guidance on the next steps to both customers and internal teams. Continuously improve onboarding processes by identifying inefficiencies and developing creative solutions to enhance the customer experience. Customer Experience & Performance: Demonstrate a track record of meeting objectives , embracing new challenges, and ensuring customer satisfaction throughout the onboarding journey. Focus on delivering a fantastic customer experience , communicating clearly, and effectively managing multiple tasks while maintaining attention to detail. Analyze and creatively solve problems, ensuring customer needs are addressed promptly and efficiently. Operational Responsibilities: Solve routine problems largely through precedent and referring to general guidelines. Interact primarily with your own team and direct supervisor . Work with moderate levels of instruction on daily tasks and detailed instructions for new assignments. Make decisions that impact your own work, ensuring individual contribution to team success. Be an individual contributor within a team, focusing on a predetermined and focused scope of work . Shift Work: Be aware that this role may require working in rotational shifts to accommodate various customer needs and time zones. Professional & Technical Skills: Strong Communication Skills : Both verbal and written communication skills are essential for interacting with customers, stakeholders, and internal teams. Analytical Thinking : Ability to analyze situations, identify issues, and come up with creative solutions to resolve onboarding challenges. Time Management : Ability to prioritize, multitask, and manage your time effectively in a fast-paced environment. Attention to Detail : Strong focus on ensuring accuracy and completeness in all customer information and documentation. Process Improvement : Passionate about identifying inefficiencies and finding ways to improve processes to enhance customer experience. Experience Requirements: Proven customer service or customer onboarding experience is preferred. Ability to manage multiple tasks and deadlines in a fast-paced environment. Experience working with cross-functional teams and navigating internal systems to gather required information. Previous experience with invoicing and billing systems (such as handling POs or invoices) is a plus. Comfortable working in rotational shifts as required by the role.

Position: Solution Engineer Experience: 5+ years Location: Bengaluru Skills: Excellent problem-solving and troubleshooting skills. Excellent English communication skills (written and verbal), with the ability to clearly explain technical concepts to both technical and non-technical, internal and external audiences. Ability to work independently as well as collaboratively in a team environment. Customer facing experience Preferred Skills: Familiarity with cloud platforms such as AWS, Azure, or GCP. Knowledge of CI/CD pipelines and version control systems (e.g., Git). Understanding of enterprise authentication protocols (e.g., SSO, OAuth, LDAP).

Travel Requirement: Up to 50% (Field Visits Required) Gender Preference: Male candidates only iSource Services is hiring for one of their client for the position of Healthcare Sales Executive. About the Role: The role involves planning and executing marketing campaigns, onboarding clients, and meeting sales targets. The ideal candidate will be fluent in English and Marathi/Hindi, comfortable with field travel, and experienced in sales or app promotion. Key Responsibilities: Plan and execute targeted marketing campaigns to promote the pharmaceutical app Conduct field visits to generate quality leads and onboard new clients (doctors, chemists, distributors) Manage key client accounts, documentation, and vendor coordination Collaborate with internal teams to align sales and marketing strategies Maintain strong client relationships and act as a primary point of contact Provide feedback from the field to improve marketing initiatives Meet or exceed monthly sales and user onboarding targets Qualifications: Gender: Male candidates only Fluent in English and Marathi/Hindi Proven experience in field sales or digital marketing Bachelors Degree in Marketing, Business, IT, Engineering, or related field 24 years of experience in mobile app marketing, online sales, or IT product growth roles Willing to travel for client meetings, field visits, and marketing activations.

Shift and schedule Day shift Monday to Friday Job Summary Outmarch is a fast-growing retail startup searching for flexible go-getters who welcome the challenge of meeting the needs of a growing business. Were specifically looking for a customer success specialist who will roll up their sleeves and lead a team from inside the trenches. As a key member of our leadership team, you will help craft the companys customer success strategies, building strong relationships with customers and collaborating with cross-functional leaders internally to deliver consistently excellent customer experiences. Our ideal candidate is passionate about using analytical skills to identify problems, find solutions, and improve relationships. Objectives of this Role: Own overall relationship with assigned clients, which includes managing on-boarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction. Establish a trusted and strategic advisor relationship to help drive continued value of our products and services. Maintain and develop customer success strategies and best practices, as well as customer support content. Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learning. Maintain existing customer success metrics and data as directed. Responsibilities: Owns the overall relationship with customers. Builds relationships with customers to become a trusted advisor, oversee adoption of Outmarch products and services, and continually promote best practices. Accelerate the contract renewal process and ensure customer satisfaction. Manage customer onboarding process. Own the quality of product and provide feedback to the development team. Build test plans to ensure product test coverage. Help troubleshoot product issues. Create and update Customer Success Playbooks. Actively monitor implementation success, identify areas for improvement, and strategize with leadership and cross functional teams advocating for the customer. Accurately maintain a forecast of renewals and a dashboard of customer status. Answers, evaluates and prioritizes incoming telephone & email requests. Resolve conflicts and provide solutions to customers promptly. Assist in driving cross-departmental resolution handling to prevent larger issues. Collaborates with sales staff to ensure growth attainment and increased footprint. Work with marketing and sales staff to gather data elements for sales enablement content. Qualifications: Bachelors degree 1+ years prior experience in renewals, account management, customer success, or another client-facing role in a software company, preferably Software as a Service (SaaS)` Strong oral and written communication skills. Strong leadership skills Ability to handle a heavy workload and multiple projects with frequent interruptions. Prior experience communicating and strategizing with stakeholder level primary contacts. Must be comfortable working in a fast-growing startup SaaS environment. Experience working with cross-functional teams (e.g. Sales, Engineering, Marketing, Services) Strong attention to detail and time management Why you should apply: A great team-oriented environment. The freedom to be creative and make a difference. As a key member of the team, you will directly help shape the future of retail solutions. You will be surrounded by passionate entrepreneurs who have lots of experience in solving real-world problems! Were a small, tight-knit team doing big things. We value the curiosity to learn more, and the ability to solve hard problems. We reward innovation, creativity, initiative, and teamwork Schedule: Day shift Application Question(s): This is an in-office role based in Nal Stop, Karve Nagar, Pune. Are you willing to commute to the office ? We work 5 days a week - Monday to Friday. Experience: customer success: 1 year (Required) B2B: 1 year (Required)

Job Title: Business Analyst / Associate Project Manager (3 - 4 Years Experience) Location: Pune, Maharashtra, India (Work from Office Only) Company Overview: Baxture Technologies is a global software development and consulting firm specializing in delivering modular, intelligent, and customer-centric digital solutions. With a focus on digital transformation, Baxture offers services ranging from UI/UX design, product engineering, QA & software testing, DevOps, cloud infrastructure, to software maintenance. Our mission is to provide automated software solutions that reduce operating costs, boost productivity, and drive business value across various industries, including e-commerce, healthcare, education, real estate, hospitality, and travel. Position Summary: We are seeking a dynamic and detail-oriented Business Analyst / Associate Project Manager with 3 - 4 years of experience in the IT SaaS industry. The ideal candidate will be responsible for bridging the gap between our technical teams and clients, ensuring seamless project execution, and delivering high-quality solutions that align with client requirements and business objectives. Key Responsibilities: Project Coordination & Delivery: Collaborate closely with Development, QA, Data Migration, Project Management, and Support teams to ensure timely completion of project deliverables. Work with tight SLAs to address and resolve production and customer-reported issues promptly. Handle multiple projects simultaneously, ensuring priorities are balanced and deliverables are met. Client Communication & Stakeholder Management: Provide regular updates to clients on project progress, risks, and mitigation plans. Participate in Scrum of Scrums and other project-related meetings to communicate project status and dependencies. Coordinate effectively with cross-functional teams to ensure alignment and transparency. Customer Onboarding & Migration: Lead the onboarding of new customers to existing SaaS products, managing the transition from legacy applications smoothly and efficiently. Understand client needs and ensure their seamless integration with our platforms. Timeline & Planning: Develop realistic project plans and timelines in alignment with business objectives and customer expectations. Ensure commitments are met and timelines are honored by proactively managing risks and dependencies. Business Analysis & Technical Acumen: Leverage strong technical and analytical skills to understand the product and its ecosystem. Act as a Business Analyst when required, engaging directly with clients to gather requirements, analyze gaps, and propose effective solutions. Create clear and comprehensive documentation, including requirements, user stories, process flows, and acceptance criteria. Continuous Improvement & Best Practices: Identify process bottlenecks and propose improvements for increased efficiency and effectiveness. Promote best practices in project management and software delivery, contributing to a culture of continuous improvement. Reporting: This role will report to the Project Manager and work closely with project stakeholders to ensure alignment with project goals and client expectations. Qualifications: MBA from a reputed college/university. 3 - 4 years of experience as an Associate Project Manager, or Business Analyst in the IT SaaS industry. Solid understanding of Agile and Scrum methodologies. Proven ability to manage multiple projects and coordinate cross-functional teams. Strong analytical, problem-solving, and decision-making skills. Excellent communication and interpersonal skills for client and team interactions. Technical aptitude to understand software products and contribute to product discussions. Experience with tools such as Jira, Confluence, or other project management and collaboration tools is a plus. Why Join Baxture Technologies: Opportunity to work on innovative SaaS products that impact clients across various industries. Collaborative and supportive team environment that fosters professional growth. Engage in a culture that values respect, competence, customer-centricity, and quality. Competitive compensation and benefits package.

We are looking for a dynamic and results-driven Business Development Manager to join our team. The ideal candidate will have a strong background in selling modern workspace solutions, with a focus on Microsoft products and services. This role requires someone who is proactive, has a solid database of potential customers, and is passionate about helping Small and Medium Businesses (SMBs) transition to the cloud, adopt modern workspace solutions, and renew existing contracts. The candidate should be capable of driving new business opportunities and nurturing existing relationships. ________________________________________ Key Responsibilities: Lead Generation & Prospecting: o Identify and prospect new SMB customers to introduce Microsoft Modern Workspace solutions (Microsoft 365, Teams, OneDrive, etc.). o Use your existing database, industry knowledge, and market research to develop a strong sales pipeline. o Qualify inbound and outbound leads and initiate contact through phone, email, and networking channels. Customer Acquisition & Sales: o Develop and execute a sales strategy to acquire new SMB customers and achieve sales targets. o Understand customer needs and pain points related to modern workspace solutions and effectively position Microsoft products to address them. o Present and demo Microsoft Modern Workspace offerings, ensuring clients understand the value and benefits of cloud migration and collaboration tools. Customer Onboarding & Migration Support: o Work closely with SMBs to support their transition and migration to Microsofts modern workspace platform, ensuring a smooth onboarding experience. o Collaborate with technical teams to provide assistance with migration and adoption plans for customers. Renewals & Upsell Opportunities: o Engage with existing customers to ensure timely renewals and explore additional opportunities for upselling additional services or products. o Provide post-sales support to maintain and enhance customer relationships. Relationship Management: o Cultivate and maintain strong relationships with key stakeholders within customer organizations, including decision-makers and IT teams. o Act as a trusted advisor for customers to maximize the value they get from their Microsoft workspace solutions. Market Research & Reporting: o Stay up-to-date with industry trends, product updates, and competitor activities to better position Microsofts Modern Workspace solutions. o Report on sales pipeline, progress against targets, and customer feedback to senior management. ________________________________________ Skills & Qualifications: Experience: o 2-3 years of proven experience in sales or business development, with a strong focus on selling modern workspace solutions (preferably Microsoft 365 suite) to SMBs. o Experience with cloud technologies, IT solutions, or digital transformation in SMB environments is highly preferred. Database & Lead Generation: o Solid understanding of sales processes, including lead generation, prospecting, qualification, and closing. o A well-established database of SMB contacts and leads in the Microsoft ecosystem. Technical Knowledge: o Familiarity with Microsoft Modern Workspace solutions such as Microsoft 365, Microsoft Teams, SharePoint, OneDrive, and other collaboration tools. o Ability to communicate technical concepts in a simple and customer-friendly way. Customer-Centric Mindset: o Strong customer service and relationship management skills with a focus on long-term success. o Ability to understand SMB challenges and align Microsoft solutions to meet business needs. Communication & Negotiation Skills: o Excellent communication skills, both written and verbal, with the ability to present and negotiate effectively at all levels. o Ability to handle objections and engage customers with a consultative sales approach. Self-Motivated & Goal-Oriented: o Strong drive to meet and exceed sales goals and performance metrics. o A self-starter with the ability to work independently, as well as part of a team. Educational Background: o Bachelor's degree in Business, Marketing, Information Technology, or a related field (preferred but not mandatory). ________________________________________ What We Offer: Competitive salary and performance-based incentives. Opportunity to work with cutting-edge Microsoft technologies. Dynamic and collaborative work environment. Professional development and career growth opportunities. Health benefits and other employee perks.

We are looking for a skilled Financial Consulting Supervisor to join our team in Bengaluru. The ideal candidate will have 5-10 years of experience in Oracle NetSuite implementation and onboarding, with a strong background in financial management and technology consulting. Roles and Responsibility Lead the implementation and onboarding of new clients within the RSM Accounting Financial Consulting (AFC) practice. Design solutions in connection with the implementation of the FaaS-AFC technology stack, including NetSuite, BILL, Tallie, and BlackLine. Provide technical support to end-users to resolve issues with Oracle NetSuite use, including escalation through proper channels within RSM and with Oracle NetSuite support. Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects. Continuously identify opportunities to enhance the customer onboarding experience and collaborate with team members to implement improvements. Optimize use of Oracle NetSuite system through business process evaluation, procedure development, and system process flow and requirements analysis. Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team, and other lines of business within RSM. Perform other duties/projects as required. Job Requirements Bachelor's degree in accounting, finance, MIS, or IT. At least 5 years of Oracle NetSuite experience in either an IAP or VAR practice. Experience leading implementations of Oracle NetSuite. Oracle NetSuite SuiteFoundation Certified and Oracle NetSuite Certified Administrator. Expertise in process analysis and redesign of business processes. Excellent communication and presentation skills. Strong time management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients and projects. Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands. Strong technology skills and ability to quickly learn and use new technology software applications. Dedication to lifelong learning, including staying abreast of best practices in financial management enabled by technology. Strong Microsoft Office skills. Oracle NetSuite Certified ERP Consultant is preferred. Oracle NetSuite Certified Financial User is preferred. Experience with SuiteScript and SuiteCommerce is preferred. Experience with NetSuite OneWorld, Advanced Revenue Management, and Inventory Management is preferred. Experience with BILL, Tallie, BlackLine is preferred. Experience in a public accounting firm, consulting firm, or other professional services environment is preferred. Experience in an outsourced accounting role is preferred. CA, CPA, MBA Finance is preferred.

Position: Senior Region Focus: PAN India Work Location: Bangalore Working Hours: Aligned to Normal business hours About LeadSquared LeadSquared is a leading Sales Execution and Marketing Automation platform used by over 2000 businesses worldwide to automate their New Sales, Renewals/Upsells and Field Sales processes. Customers control the buying process in the digital economy. Traditional CRM and marketing systems are old school in serving the needs of high velocity sales processes. LeadSquared offers next generation, AI enabled automation process engine that helps organizations automate, analyze and optimize their sales and marketing processes. Among Top 50 fastest growing tech companies in India as per Deloitte Fast 50 programs Frost and Sullivan's 2019 Marketing Automation Company of the Year award Among Top 100 fastest growing companies in FT 1000: High-Growth Companies Asia-Pacific Listed as Top Rated Product on G2Crowd, GetApp and TrustRadius Professional Services @ LeadSquared At LeadSquared, the PS team works with the sales team to build solutions for our customers and own the implementation and onboarding of new clients. The team is super critical as it directly impacts revenue and customer satisfaction. If you love to interact with customers globally and solve their problems with your expertise in solutioning and implementation, then you should certainly join this team! The Role: Understand customers business needs and devise appropriate solutions using LeadSquared Understand the software and tools ecosystem of the Customer and come up with the best possible ways of connecting LeadSquared to them Come up and implement the best way of importing existing customer data and digital assets Execute the implementation plan: Make the customer live within the promised timeframe Be single point of contact for customer on implementation including any integrations for Healthcare Domain Communicate work status to client and internal stakeholders on a regular basis Work with Sales, Customer Success and Customer Support teams to ensure that they understand any customizations done or unique needs served for the customer Work closely with the product development team to share client feedback and for post-implementation reviews Track key metrics and KPIs related to implementation success Identify implementation areas that can be automated and work with the product or customer success teams to automate them Upsell / cross-sell LeadSquared product or services wherever applicable Requirements: A bachelor's or master's degree in engineering or technology 4+ Years of mandatory experience in Implementation of world class products Ability to manage multiple clients and projects/tasks simultaneously Exceptional problem solving and solution skills Customer success-oriented attitude Excellent written and oral English skills Understanding of how cloud-based applications are delivered and consumed Understanding of unique features and challenges of SaaS applications Exceptional critical thinking skills is a plus Flexibility to travel is required Timely execution-oriented professionals will be preferred Focus on quality and attitude to excel will be a big plus Candidates with LeadSquared Admin Certification are preferred Why Should You Apply Fast paced environment Accelerated Growth & Rewards Easily approachable management Work with the best minds and industry leaders Flexible work timings Interested If this role sounds like you, then apply with us! You have plenty of room for growth at LeadSquared.