CRM manager

About Certa

Certa is a leading innovator in the no-code SaaS workflow space, powering the full lifecycle for suppliers, partners, and third parties. From onboarding and risk assessment to contract management and ongoing monitoring, Certa enables businesses with automation, collaborative workflows, and continuously updated insights. Join us in our mission to revolutionize third-party management!

What You'll Do

• Partner closely with Customer Success Managers to understand client workflows, identify quality gaps, and ensure smooth solution delivery.
• Design, implement, and execute both manual and automated tests for client-facing workflows across our web platform.
• Write robust and maintainable test scripts using Python (Selenium) to validate workflows, integrations, and configurations.
• Own test planning for client-specific features, including writing clear test cases and sanity scenarios — even in the absence of detailed specs.
• Collaborate with Product, Engineering, and Customer Success teams to reproduce client-reported issues, root-cause them, and verify fixes.
• Lead or contribute to exploratory testing, regression cycles, and release validations before client rollouts.
• Proactively identify gaps, edge cases, and risks in client implementations and communicate them effectively to stakeholders.
• Act as a client-facing QA representative during solution validation, ensuring confidence in delivery and post-deployment success.

What We're Looking For

• 3–5 years of experience in Software QA (manual + automation), ideally with exposure to client-facing or Customer Success workflows.
• Strong understanding of core QA principles (priority vs. severity, regression vs. sanity, risk-based testing).
• Hands-on experience writing automation test scripts with Python (Selenium).
• Experience with modern automation frameworks (Playwright + TypeScript or equivalent) is a strong plus.
• Familiarity with SaaS workflows, integrations, or APIs (JSON, REST, etc.).
• Excellent communication skills — able to interface directly with clients, translate feedback into testable requirements, and clearly articulate risks/solutions.
• Proactive, curious, and comfortable navigating ambiguity when working on client-specific use cases.

Good to Have

• Previous experience in a Customer Success, Professional Services, or client-facing QA role.
• Experience with CI/CD pipelines, BDD/TDD frameworks, and test data management.
• Knowledge of security testing, performance testing, or accessibility testing.
• Familiarity with no-code platforms or workflow automation tools.

Perks

• Best-in-class compensation
• Fully remote work
• Flexible schedules
• Engineering-first, high-ownership culture
• Massive learning and growth opportunities
• Paid vacation, comprehensive health coverage, maternity leave
• Yearly offsite, quarterly hacker house
• Workstation setup allowance
• Latest tech tools and hardware
• A collaborative and high-trust team environment

- Responsible to lead a team of contact center resources and ensure effective service level adherence through timely and accurate resolution of advisor and client queries daily

- Coach phone agent performance via e-mail, phone, and face to face interactions regarding policies and procedures, system knowledge & customer service skills. Be responsible for field questions/escalations with in-bound calls and facilitate call-backs, as needed

- Partner with Human Resources and functional Leaders to formulate career progression / employee development plans

- Provide Leadership guidance and motivate team members to improve/sustain performance through effective coaching and mentoring techniques, individually through periodic 1-0-1 meetings, and also at a team level through regular huddles and team meetings

- Perform quality review functions for the team, including real time and recorded call monitoring sessions and end to end error checking, reporting, and validation through the appropriate channels

- Share quality results with phone agents and leader, identify gaps and facilitate trainings. Serve as a mentor to provide agents with feedback to improve their overall performance

- Coaching team members at all levels; development of poor performers whilst also inspiring top performers.

- Assist in customer service-related, business-driven, process improvement initiatives, or related projects to provide subject matter expertise, as well as serve as a resource to less-experienced customer service team members, as necessary

- Participate in business-driven projects and initiatives

- Understanding of metrics and ability to speak to spikes in volume and other outlier issues.

- Manage team s daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures.

-Shrinkage & Attrition management

-Improving customer experience by working cross functionally to optimize planning, staffing, performance management, quality, training.

He/ she should be a post-graduate or graduate with at least 6 years of professional experience in a variety of business environments with hands on experience in Microsoft Dynamics. Candidates must have excellent analytical skills, good knowledge of project life cycles and the ability to work in a team environment. Experience of interaction with client stakeholders will be useful.

Microsoft certification is good to have.

Financial domain understanding is good to have.

The person should have good experience of working in Agile environment.

Technical skills required

• Must be well versed with any versions of Microsoft Dynamics CRM including Dynamics 2011.
• Experience with Dynamics 365, preferably cloud implementation.
• Must have knowledge on CRM modules (Sales, Service & Marketing) of how these modules work. Also aware of new features available in different CRM version.
• Experience in migrating / upgrading CRM system from older version to newer versions will be very useful.
• Must have good knowledge of CRM SDK and tools which are used with CRM for development.
• Experience in integrating CRM system with other ERP systems and/or custom application.
• C# development experience.
• Experience with .Net (C#,WCF/Web API) skills  including CRM
• Experience of working with .NET Core is useful.
• Experience of working with MS SQL Server.
• Experience of working with micro services will be useful.

Nice to have

• Any experience with Microsoft Azure Service Bus or similar technology

Soft skills required

• Good communication skills, both verbal and written. S/he should be able to articulate well.
• Comfortable in working directly with the client stakeholders and doing meetings and discussions as needed.
• Experience of working in agile environment. Well versed in different agile ceremonies.
• Focus on self-learning and self-upgrade.

Work hours

• UK shift 8:30am to 5:30pm GMT (Summer 1pm IST to 10pm IST and Winter 2pm IST to 11 pm IST)
• Flexible to work in shifts to maintain overlap with UK working hours.
• Flexible in working outside of core business hours if needed (mostly during releases)

Qualifications

Graduate

Additional information

Experience in years - at least 6 years.

UK shift 8:30am to 5:30pm GMT (Summers 1pm IST to 10pm IST and Winters 2pm IST to 11 pm IST)

▪ Acting as relationship manager for the Paid customers of NoBroker.

▪ Building sustainable relationships and trust with customer accounts through open and interactive

communication.

▪ Identifying and assessing customers’ needs.

▪ Servicing customer in finding the right tenant /house as per the requirement of customer.

▪ Dialing outbound and attending inbound calls from customers and leads.

▪ Using internal tools and methods to provide best possible service to the customer.

▪ Negotiating with leads on behalf of customers.

▪ Keeping customers up-to date on the progress of his account.

▪ Following communication procedures, guidelines, and policies.

▪ Going the extra mile to provide excellent customer service.

Fieldproxy is looking for a passionate Customer Success specialist. We are on a pace to grow 3x in size this year with our customer success team. This is an exciting opportunity for someone who is looking to uplift their Customer Success career in a rapidly growing SaaS start-up.

Key responsibilities:

• Establishing customer engagement activities like onboarding and product implementation constantly while meeting the business metrics
• Increase product adoption and customer retention rate

What we look for:

• 2+ years of experience, preferably in a SaaS organization with at least 6+ months of domain expertise in Customer Success
• Excellent presentation skills and writing skills
• Ability to make a quick decision in a lean team
• Strong communication skill is not expected as it is kept as a default checklist
• Experience with a SaaS product would be preferred
• Work exceptionally with the cross-functional teams(product, sales, pre-sales, marketing, developers, etc.)
• Proactive in establishing deeper customer relationships
• Minimize the churn rate and maximize the revenue by constantly creating opportunities for upselling
• Familiar with the CRM tools preferred

What we provide in return:

• Competitive salary
• Opportunity to work in a fast-moving, high growth SaaS company
• Company-paid Health insurance
• A great learning experience with high paced growth opportunities
• Hybrid and friendly work culture with always ready to help attitude colleagues

• Interact with IT & BFSI companies for recruitment of trained candidates from the company.
• Develop and maintain top-level relationships with designated accounts to establish a clear and comprehensive understanding of customer needs
• Develop, expand, maintain and report on a pipeline of qualified recruitment opportunities.
• Design and implement strategies for expanding the company’s B2B segment.
• Build, mentor, and lead an effective B2B sales team.
• Conduct and host talks with Senior Management of corporates.
• Prepare operational, recruitment reports fortnightly and present them to senior management.
• Work closely with the Training Team and provide inputs on the latest requirements.
• Take initiatives, identify pain points, improvement areas, and work towards achieving a solution

Job Qualifications:

• Proficient Key Accounts portfolio management
• 4-6 years of B2B Sales experience
• Proficiency in CRM and lead management
• Education - MBA from premier institutes
• Efficient project management skills
• Excellent verbal and written communication skills
• Leadership alignment and experience, mentor and lead team
• Ability to work with data and uncover insights into the consumer mindset

1. Filter criteria –
1. 7-8 years & above experience in Corporate Banking or allied areas (Mid-market, Commercial, Trade)
2. Corporate relationship and Sales ownership experience
3. Understanding of Corporate/ Commercial/ SME/ Trade Finance
4. Individual needs to be self-driven, capable of working with minimum supervision
5. This will be an acquisition and execution role, hence proven competency in these will be essential

1. Job Role –
1. Responsible for bringing in new client acquisitions and driving closure on mandates for the region
2. Understanding the key offerings of the company platform and applicability across industries
3. Marketing SCF solutions to Corporates and their Supply Chains
4. Ability to engage with a wide set of stakeholders on the Corporate side and identify opportunities
5. Engaging with the FI partners to activate and grow financing on the Network
6. Working closely with the India Corporate Sales - Head and the Network Sales teams to achieve the KRAs for the region