CRM Implementation & Functional Support

SAP CRM Services - Functional Consultant

Experience: 4 to 7 Year

Job Location:  Hyderabad, Noida, Pune, Bangalore

Full Time Role

CTC 12 LPA

Location Flexibility:  Multiple Locations in Country

SAP CRM Services Experience - 4-7 Years Strong knowledge of customer relationship management principles 

• Proficiency in SAP CRM module functionalities 

• Customization and configuration of CRM processes 

• Customer segmentation and targeting 

• Sales and marketing automation 

• Service management and support processes 

• Integration with other SAP modules (e.g., SD, FI) 

• CRM analytics and reporting

Job description

We are looking for a Customer Support Specialist to assist our customers with technical problems when using our products and services. Customer Support Specialist responsibilities include resolving customer queries, recommending solutions, and guiding product users through features and functionalities.

Responsibilities:-

• Respond to customer queries in a timely and accurate way, via phone, email and ticketing system.

• Identify customer needs and help customers use specific features

• Analyze and report product bugs, issues, and errors (for example, by testing different scenarios or impersonating users)

• Update our internal databases with information about technical issues and useful discussions with customers

• Monitor customer complaints on social media and reach out to provide assistance

• Share feature requests and effective workarounds with team members

• Inform customers about new features and functionalities

• Follow up with customers to ensure their technical issues are resolved

• Gather customer feedback and share with our Product, Sales and Marketing teams

• Assist in training junior Customer Support Representatives

Requirements and skills:-

• Experience as a Customer Support Specialist or similar CS role.

• Familiarity with our industry is a plus.

• Experience using help desk software and remote support ticketing systems.

• Understanding of how CRM systems work.

• Excellent communication and problem-solving skills.

• Multi-tasking abilities.

• Patience when handling tough cases.

• BSc in Information Technology or relevant diploma.

Experience : 7-10 years

-Indore-Onsite

-5 Days working culture

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

Who are we?

We are a fast-growing technology company building digital platforms and services for global industries that depend on reliable operations, strong coordination and seamless communication.

Our work focuses on solving complex real-world problems by bringing together software, data, automation and customer-centric workflows. We support businesses in improving efficiency, strengthening operational visibility and delivering better experiences for their customers and end users.

We are entering an exciting growth phase and are looking for people who are hands-on, commercially minded and eager to build. This is an environment where ownership, follow-through and attention to detail matter. Every customer interaction, every process improvement and every successful delivery contributes directly to the company’s growth.

Joining us means becoming part of an ambitious team that is building practical technology solutions with real business impact.

Who are we looking for?

We are looking for a new team of highly organised and commercially driven Sales Success Specialists to support our sales growth, customer onboarding and revenue operations.

This role sits at the centre of lead generation, CRM discipline, sales follow-up, customer coordination, logistics and order-to-cash execution. The ideal candidate will be comfortable making cold calls, managing data accurately, coordinating with internal teams and ensuring that every lead, order and customer interaction is followed through professionally.

This is a hands-on role for someone who enjoys sales operations, customer success and execution.

Key Responsibilities

Lead Generation and Cold Calling

• Identify, research and qualify new sales leads.
• Conduct cold calls and follow-up calls with prospective customers.
• Maintain professional communication with prospects across phone, email, WhatsApp and LinkedIn.
• Book meetings and demos for senior sales team members.
• Track lead status and next steps clearly in the CRM.

CRM and Sales Data Management

• Create, maintain and update CRM records for leads, customers, contacts, opportunities and orders.
• Ensure all sales activity, follow-ups, meeting notes and customer updates are properly logged.
• Keep customer and vessel data accurate and up to date.
• Prepare weekly sales pipeline and activity reports.
• Support sales forecasting and order tracking.

Lead-to-Order Coordination

• Support the sales team in moving leads through the pipeline.
• Follow up on proposals, pricing, commercial queries and customer confirmations.
• Coordinate internal approvals, documentation and customer onboarding requirements.
• Ensure handover from sales to delivery is clear and complete.
• Track trial accounts, pilots, activations and customer commitments.

Order-to-Cash Support

• Coordinate order confirmation, customer documentation and billing information.
• Work with finance to support invoicing, payment follow-up and revenue tracking.
• Monitor order status from confirmation through to activation and payment.
• Support renewal tracking, upsell opportunities and customer account updates.
• Maintain clear records of commercial terms, purchase orders and invoice status.

Logistics and Customer Operations

• Coordinate dispatch, delivery and tracking of any required hardware or onboarding material.
• Liaise with customers, vessel contacts, agents and internal delivery teams.
• Ensure activations, licences, customer access and support processes are completed on time.
• Help resolve operational blockers by coordinating between sales, support, finance and delivery teams.

Skills and Experience

Essential

• 0 to 5 years of experience in sales support, inside sales, customer success, sales operations or revenue operations.
• Strong communication skills, especially over phone and email.
• Comfortable making cold calls and following up with prospects.
• Good CRM discipline and attention to detail.
• Strong Excel / Google Sheets skills.
• Ability to manage multiple leads, customers and tasks at the same time.
• Commercial mindset with strong follow-through.
• Comfortable working with sales, finance, logistics and customer success teams.

Preferred

• Experience in B2B SaaS, maritime, logistics, shipping, telecoms, technology or enterprise services.
• Experience using HubSpot, Zoho, Salesforce, Pipedrive or similar CRM tools.
• Experience handling order management, invoicing coordination or customer onboarding.
• Familiarity with LinkedIn prospecting and sales outreach tools.

Ideal Candidate Profile

You are persistent, organised and commercially alert. You do not let leads go cold, data go stale or orders get stuck. You are comfortable speaking to customers, chasing updates, maintaining systems and ensuring that the full sales process runs smoothly from first contact to payment collection.

You should enjoy working in a fast-moving environment where sales, customer success, operations and finance need to work closely together.

Key Success Measures

• Number of qualified leads created and followed up.
• CRM accuracy and completeness.
• Speed and quality of lead follow-up.
• Conversion support from lead to order.
• Timely order processing and activation coordination.
• Reduction in delays between order confirmation, invoicing and payment.
• Clear reporting on sales pipeline, customer status and revenue progress.

Reporting Line

The role will report to CCO and will work closely with sales, customer success, finance and operations teams.

Why Join Us

This is an opportunity to be part of a growing technology company where sales execution, customer success and operational discipline directly contribute to business growth. The role offers strong exposure to B2B sales, customer operations, commercial processes and revenue management.

Implementation Engineer – Digital Evaluation System

Industry: EdTech / Higher Education

Experience: 3–8 Years

Location: Remote / Client Location (Travel as required)

Job Summary

We are looking for an Implementation Engineer to support the deployment and successful implementation of our Digital Evaluation System across universities and colleges. The role involves client coordination, system configuration, troubleshooting, training, and ensuring smooth implementation.

Key Responsibilities

Implement and configure the Digital Evaluation System for universities and colleges.

Coordinate with clients to understand their requirements and ensure successful deployment.

Support system integration, configuration, testing, and troubleshooting.

Conduct product demonstrations and training sessions for clients and users.

Monitor implementation progress and resolve technical issues within timelines.

Coordinate with internal Product, Development, and Support teams for issue resolution.

Prepare implementation documentation, reports, and user guides.

Travel to client locations for implementation, training, and support whenever required.

Requirements

3–8 years of experience in Software Implementation / ERP Implementation / Technical Support / EdTech.

Experience working with universities, colleges, or educational institutions will be preferred.

Good understanding of software implementation and troubleshooting.

Basic knowledge of databases/SQL and APIs will be an advantage.

Strong communication, coordination, and client-handling skills.

Willingness to travel as per business requirements.

Compensation

Salary will be discussed based on your previous/current salary, experience, and interview performance.

Preferred Candidates

Candidates with experience in Education ERP, Digital Evaluation/Assessment Systems, Examination Management Systems, or EdTech products will be preferred.

Job Description: Veeva CRM Tester (EU/APAC Rollout)

Diabetic Care Medical Devices | Global Commercial Operations

Location: Remote / Hybrid (EU or APAC preferred, with overlap to US hours)

Engagement: Contract / Full-Time

Industry: Medical Devices – Diabetic Care

Experience: 5–8 years in software testing with strong functional Veeva CRM expertise

About the Role

A US-based leader in diabetic care medical devices is expanding its commercial operations into Europe and Asia-Pacific markets. As part of this strategic rollout, we are looking for a Veeva CRM Tester to ensure the quality, compliance, and seamless adoption of our Veeva CRM platform across EU and APAC affiliates.

You will partner with business analysts, Veeva administrators, developers, and regional commercial teams to validate CRM functionality, localization, integrations, and regulatory configurations — ensuring our field reps and medical teams have a reliable, compliant, and intuitive platform.

Key Responsibilities

•  Test design and execution: Design, document, and execute functional, regression, integration, and UAT test cases for Veeva CRM modules across EU/APAC rollouts.

•  Core Veeva CRM functionality: Validate Account Management, Call Reporting, Cycle Plans, Territory Management, Sample Management, Approved Email, CLM (Closed Loop Marketing), Medical Inquiry, Coaching Reports, and MyInsights.

•  Localization and compliance: Test country-specific configurations including localization, language packs, currency, time zones, consent capture, and HCP/HCO compliance (EFPIA, MedTech Europe, APAC equivalents).

•  Integration testing: Verify integrations between Veeva CRM and downstream/upstream systems (Veeva Network/OpenData, MDM, ERP/SAP, marketing automation, data warehouses, and analytics platforms).

•  Release testing: Perform release testing for Veeva CRM seasonal General Releases (3x/year) and identify regression impact on existing functionality.

•  Mobile and offline testing: Execute testing on Veeva CRM iPad and Veeva CRM for Browser, including offline sync scenarios.

•  Data migration validation: Validate account, contact, address, affiliations, and historical call data migration during country go-lives.

•  Defect management: Track and manage defects in JIRA / Azure DevOps / HP ALM; partner with developers and Veeva support on resolution.

•  Test automation: Contribute to test automation strategy and execute scripts using tools such as Selenium, Provar, or Tosca where applicable.

•  Regulatory documentation: Support GxP / CSV (Computer System Validation) documentation aligned with medical device regulatory standards (FDA 21 CFR Part 11, EU MDR, GDPR).

•  Cross-region collaboration: Coordinate with US-based program team and EU/APAC affiliate stakeholders across multiple time zones.

Required Qualifications

•  5–8 years of software QA / testing experience, with at least 3+ years specifically testing Veeva CRM.

•  Strong functional understanding of Veeva CRM modules and the underlying Salesforce platform (Veeva is built on Salesforce).

•  Hands-on experience with Veeva CRM rollouts across multiple countries, ideally in EU and/or APAC.

•  Solid grasp of life sciences / medical devices commercial processes — HCP engagement, sample compliance, multichannel cycle planning.

•  Experience testing Veeva Network, Veeva Vault CRM, or Veeva OpenData integrations.

•  Proficiency in test management tools (JIRA, Zephyr, qTest, HP ALM, or Azure DevOps).

•  Understanding of regulatory frameworks: GDPR, EU MDR, GxP, 21 CFR Part 11, and country-specific HCP transparency reporting laws.

•  Strong analytical, documentation, and stakeholder communication skills.

•  Bachelor’s degree in Computer Science, Engineering, Life Sciences, or related field.

Preferred Qualifications

•  Veeva CRM certifications (Veeva CRM Administrator / Veeva Align / Veeva Vault).

•  Experience with Veeva Vault CRM migration (the next-gen platform replacing Salesforce-based Veeva CRM).

•  Prior testing experience in medical devices, especially diabetes care, glucose monitoring, or insulin delivery systems.

•  Exposure to automation frameworks like Provar (purpose-built for Veeva/Salesforce).

•  Experience supporting multi-country, multi-language rollouts with phased go-lives.

•  Familiarity with agile/SAFe delivery models and shift-left testing practices.

Position Summary

We are seeking highly motivated and customer-oriented professionals for the role of Customer Support Executive for an International Voice and Non-Voice Process. The ideal candidate will have excellent communication skills, a problem-solving mindset, and a passion for delivering a top-tier customer experience.

Key Responsibilities

• Manage customer interactions via phone, email, or chat in a professional and timely manner.
• Resolve customer queries, issues, or complaints with accuracy and empathy.
• Maintain detailed records of customer interactions in the system.
• Collaborate with internal teams for escalations and resolution follow-ups.
• Uphold service quality standards and contribute to continuous improvement.

Qualifications & Requirements

• Education: 12th Pass, Diploma, Graduate, or Postgraduate
• Experience: Freshers and experienced professionals (up to 3 years) are encouraged to apply

Skills:

• Excellent verbal and written communication in English
• Strong interpersonal and problem-solving skills
• Basic computer proficiency (MS Office, typing skills)
• Ability to work in a fast-paced, team-oriented environment
• Willingness to work in rotational shifts (including night shifts)

Perks & Benefits

• Competitive salary with performance-based incentives
• Night shift allowances and cab facility
• One-time complimentary meal during shifts
• Opportunities for internal growth and role advancement
• Exposure to international client processes and professional development

Role Overview

We are looking for a dynamic and detail-oriented ERP Functional Consultant / Implementation & Support Engineer who will be responsible for ERP implementation, user training, and ongoing client support.

Key Responsibilities

● Implement ERP applications at client locations

● Provide user-wise and department-wise training

● Understand and analyze client business requirements and map them in ERP

● Coordinate with internal and external stakeholders for data setup and documentation.

● Prepare user-defined reports and maintain proper documentation

● Handle end-to-end ERP implementation lifecycle.

● Provide post-implementation support and troubleshooting

● Work on modules like Sales, Purchase, Production, Inventory, Finance, HR, etc.

● Manage multiple projects simultaneously in a fast-paced environment

● Ensure timely project delivery and meet utilization targets

Required Skills & Competencies

● Strong analytical, functional, and communication skills

● Understanding of business processes, preferably in the manufacturing industry

● Basic knowledge of SQL (ability to write simple queries).

● Knowledge of ERP modules (Sales, Purchase, Inventory, Finance, HR, etc.)

● Ability to quickly learn new technologies and tools

● Strong problem-solving and multitasking abilities

● Ability to work independently as well as in a team

Eligibility Criteria

● Freshers or candidates with up to 2 years of experience

● Candidates with 2–3 ERP implementation projects preferred (for experienced roles)

● Good communication skills in English and Hindi & Tamil, Telugu, Kannada (regional language is an advantage).

Important Notes (Mandatory Conditions)

1. This is a 100% Work From Office role (No Hybrid / Remote option available)

2. Candidates must be open to travel across India and internationally based on project requirements (Male candidates preferred for travel roles).

3.Accommodation and food are not provided (except during client-site implementation).

We are looking for dedicated and proactive Technical Support professionals who can deliver excellent customer service while resolving client queries efficiently. The ideal candidate should have strong troubleshooting skills, good technical understanding, and the ability to communicate effectively with clients.

Candidates with relevant EdTech experience will be highly considered.

Edunext is an equal opportunity employer. We celebrate diversity and encourage candidates from all backgrounds to apply.

Key Responsibilities:

·        Connect with clients and resolve their queries via calls, remote desktop support, and other communication channels.

·        Address and resolve tickets raised by clients for technical issues to ensure seamless operations.

·        Assist in designing and implementing effective software solutions.

·        Track user tickets and ensure timely resolutions.

·        Coordinate with the development team for any new feature requirements.

Requirements:

·        1–2 years of EdTech preferably school ERP/CRM

·        Excellent communication skills with fluency in English (mandatory)

·        Strong presentation and interpersonal skills.

·        Proficiency in Microsoft Office (Excel, Word, etc.).

·        Strong analytical and problem-solving abilities.

·        ERP certification (e.g., “Data Analyst”) is a plus.

What We Offer

•      Fixed CTC

•      Annual Off site Retreats

•      Rapid career growth with structured training and on-the-job mentorship

•      Opportunity to impact the lives of learners via tech.

•      Monthly Trainings & Skill Development to sharpen product expertise

•      Employee of the Month & Rewards & Recognition Programs

•      Fun inclusive work culture with Recreational Activities like open house events, fun games, celebrations and peer-driven culture

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred