Customer Support Executive

Job Title: Pre-Sales Consultant

Location: Jaipur, Rajasthan (Full-time, in-office with demo travel)

Employment Type: Full-Time, Permanent

Experience Required: 2–4 Years

Open Positions: 1

Probation Period: 3 Months

Role Summary

We are looking for a skilled Pre-Sales Consultant to support our growing sales pipeline by delivering impactful product demonstrations and handling technical engagements. The candidate will play a critical role in driving technical wins during the sales cycle, with deep expertise in our products docEdge and bpmEdge.

Key Responsibilities

Deliver compelling product demonstrations to C-suite executives and IT stakeholders

Build and maintain demo environments with industry-specific configurations

Respond to RFPs and technical queries within defined timelines (≤ 3 working days)

Create high-quality proposal documents and solution architectures

Conduct Proof of Concepts (POCs) for enterprise clients

Support Account Executives in handling technical objections

Develop and maintain demo scripts across industries (NBFC, Manufacturing, Healthcare)

Provide structured feedback to the Engineering team based on client interactions

Must-Have Skills

2–4 years of experience in Pre-Sales or Solution Consulting (B2B Software/SaaS)

Hands-on experience in delivering product demos independently

Strong ability to translate business problems into technical solutions

Excellent presentation and proposal-writing skills

Solid technical understanding of APIs, workflows, and cloud deployments

Good-to-Have Skills

Experience with DMS/BPM tools such as OpenText, M-Files, Pega, Appian, etc.

Domain knowledge in NBFC or Banking sector

AWS or other cloud certifications

Key Performance Indicators (KPIs)

Demo-to-SQL Conversion Rate ≥ 60%

RFP Response Time ≤ 3 Days

POC Delivery Timeline ≤ 15 Days

Development of demo scripts for at least 5 industries

Assessment Process

HR Screening

Live Demo Presentation

Technical Round

Final Round with MD

Incentives

Fixed compensation role

Additional commission applicable on closed deals in coordination with SSC/AE

1) Prepare 2D and 3D drawings using CAD software as per customer requirements.

2) Update and revise drawings as per design changes.

3) Ensure accuracy, clarity, and completeness of drawings and documentation.

4) Maintain proper drawing records, version control, and file organization.

5) Collaborate with sales and production teams to ensure designs are feasible and aligned with manufacturing standards.

6) Support senior draughtsmen or engineers in day-to-day design and documentation tasks.

Skills Required:

1) Proficiency in AutoCAD, SolidWorks, or other CAD design software.

2) Strong understanding of engineering drawings, dimensions, and tolerances.

3) Good attention to detail and ability to follow technical instructions.

4) Strong communication and teamwork skills.

5) Willingness to learn and adapt to new tools and processes.

1. Recruitment Support 

∙Coordinate with hiring managers and HR Manager to understand staffing needs. 

∙Source resumes, schedule interviews, and maintain candidate databases. 

∙Support local outreach efforts and job postings. 

2. HR Operations & Administration 

∙Maintain up-to-date employee records (both digital and physical). 

∙Assist with onboarding, orientation, and exit formalities. 

∙Handle HR documentation, ID cards, and attendance tracking. 

3. Payroll Assistance & Compliance 

∙Collect and prepare payroll inputs such as attendance, leaves, and shift data. 

∙Support the HR Manager in statutory filings (PF, ESI, PT). 

∙Ensure timely data submissions to finance and compliance bodies. 

4. Employee Relations 

∙Be a point of contact for employee queries regarding HR policies, leaves, and payroll. 

∙Assist the HR Manager in handling grievances and policy communication. 

5. Training & Documentation 

∙Help coordinate internal training sessions and maintain records. 

∙Maintain training calendars and collect feedback from sessions. 

6. Reporting & Data Entry 

∙Prepare basic HR reports and maintain trackers (leave, recruitment, employee details). 

∙Use MS Excel for attendance, overtime, and HR metrics. 

Job Title: OFSAA Consultant

Please find the detailed Job Description below:

Role: OFSAA Consultant

Location: Chennai (Anna salai)

Job Mode: WFO

Company: Equitas Small Finance Bank

Detailed JD *(Roles and Responsibilities):

As discussed, please find the JD for OFSAA Consultant

Job Summary:

We are seeking an experienced OFSAA Consultant with strong expertise in Oracle Financial Services Analytical Applications (OFSAA) and Financial Crime & Compliance Management (FCCM) modules, including AML, KYC, ECM, and Customer Screening (CS). The ideal candidate will have hands-on experience in end-to-end implementation, configuration, customization, and technical support of FCCM solutions, along with strong SQL development skills. A solid understanding of banking and financial domain processes is essential.

Key Responsibilities

OFSAA & FCCM Implementation

• Perform end-to-end installation, configuration, and deployment of FCCM modules such as AML, ECM, KYC, Customer Screening (CS).
• Customize and configure OFSAA components, data models, scenarios, alert workflows, and thresholds.
• Integrate OFSAA/FCCM systems with upstream and downstream banking applications.

Technical Development & Support

• Develop complex SQL queries, stored procedures, and performance-optimized scripts for data extraction, transformation, and loading (ETL).
• Troubleshoot technical issues across OFSAA, FCCM, and AML platforms.
• Work on scenario tuning, data mapping, model validation, and rule configurations.
• Support UAT, SIT, and production migration activities.

Domain & Functional Expertise

• Collaborate with compliance, risk, and business teams to understand AML/KYC regulatory requirements.
• Analyze banking data flows and transactional patterns relevant to AML monitoring.
• Assist in parameterization of AML scenarios and thresholds based on regulatory needs.

Documentation & Stakeholder Interaction

• Prepare technical documents, installation guides, configuration reports, and support materials.
• Work closely with business users, architects, and cross-functional teams for successful project delivery.

Required Skills & Qualifications

• 3–10+ years of experience as an OFSAA / FCCM Technical Consultant (or as specified by employer).
• Strong hands-on experience in OFSAA, FCCM, AML, KYC, ECM, CS modules.
• Expertise in SQL Development and relational databases (Oracle preferred).
• Practical experience in installation, configuration, patching, and environment setup for OFSAA/FCCM.
• Knowledge of banking processes, AML regulations, customer due diligence (CDD), and compliance workflows.
• Strong analytical, problem-solving, and communication skills.

 B.S. or above degree in Computer Science or related technical field  Work ethics: As a company and team we expect you to be an expert in your field, within our team – operating alone and as a project team. Projects, tasks, customer scenarios can change each day, so we expect you to be dynamic and self-managed.  As a team, we “lean-in” to support our teammates where and when possible.  The ability to work alone and as a team.  At least 3 years’ experience in an international Enterprise-level customer facing role, ideally in Enterprise Support or as a Technical Consultant.  Proven troubleshooting and problem-solving skills. o Note: we’d appreciate some brief examples to review during interview stages, including examples relating to Python.  Excellent level English, experience of working with Enterprise customers. Be comfortable with delivering presentations to larger audiences  Enterprise infrastructure solution architecture experience o Good knowledge of OAuth 2.0, OpenID Connect and SAML security standards with global identity providers including AADS, ADFS, GoogleID, OKTA , PING o Azure platform experience with related certifications o At least basic knowledge of Python. o Remote software distribution technologies like SCCM/ARD etc. desirable o Windows Application packaging and deployment experience desirable o Windows Virtualisation technologies experience including Citrix, Windows Remote Desktop, App-V, Hyper-V VMware Horizon, Windows Virtual Desktop desirable

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities:

• Key connect with Insurance Companies to procure competitive pricing and terms

• Timely and compliant placements of all lines of General Insurance Products

• Assisting the sales team to close business

• Client onboarding, retention & renewals, and servicing requirements

• Assisting onboard clients for all their new / renewal requirements

• Keeping customers updated on the latest products to increase sales.

• Preparing RFQ’s for all General Insurance requirements

• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients

Requirements:

Technical Skills:

• MS Office – Word, Excel, PowerPoint, and Outlook.

Education, experience & skills required:

• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.

• Knowledge of insurance / General Insurance domain preferred.

• 2 to 4 years of experience in Insurance Broking / Placement & Retention.

• Excellent interpersonal and communication skills

• Proficient in all Microsoft Applications

• Superior product knowledge

• A team player with leadership skills

• Maintain a positive attitude focused on customer satisfaction.

Sales Development Representative - US

As our SDR, you'll play a crucial role in supporting our sales teams by conducting in-depth account and persona research to fuel personalized email communication campaigns and LinkedIn outreach. You'll be a data detective, unearthing valuable insights about target audiences and crafting compelling messages that resonate. This role carries a target to generate meetings from the US region by doing an outbound approach.

Responsibilities:

Account & Persona Research:

Email Personalization & Content Creation

Qualifications:

• Identify and research high-potential target accounts for Needl.ai

using internal data, industry reports, and other resources.

• Develop detailed buyer personas
• Analyze competitive landscapes and highlight Needl.ai 's unique value proposition for target accounts.

* Maintain and update internal databases with accurate and relevant account information.

• Assist with crafting personalized email communication campaigns tailored to specific target accounts and personas.
• Assist with various marketing tasks, including social media management, website content creation, and event planning.
• Stay up-to-date on industry trends and best practices in B2B marketing and email personalization.

• Mandatory skills -PHP Experience.
• Experience in web application development and web developer.
• Good Knowledge of PHP, MySQL, jQuery, Javascript, HTML5, CSS3, XML
• Good debugging skills .
• Expertise in MVC Frameworks and good technology exposure of CI/Larvel frameworks added advantage.

Job Role : Engineering Manager

Responsibilities

• Lead and grow multiple engineering teams committed to building the innovative products
• Work effectively cross-functionally to drive change and influence product and process decisions.
• Help to shape thinking around designing scalable products and business processes/programs to support KlearNow rapid growth.
• Be both a deep technical leader and a thoughtful people manager.
• Champion engineering excellence, establishing business metrics, and drive continuous operational improvement.

Minimum Qualification

• BS/MS degree in Computer Science or related field.
• Overall 10+ years of Software engineering background.  
• 5+ years of management experience -Team Management: Lead a team of 6 – 8
• 3+ years of experience growing and managing multi-team organizations.
• 5+ years hands-on experience in core programming languages such as, Java, Python, go, SQL

Preferred Qualification

• Proven track record of creating and managing high performing teams.
• Experience with logistics domain
• Interest in people and organizations.
• Demonstrate creative problem solving and analytical skills.

If you wish to know more on the opportunity and like to pursue this further, then I would suggest that you share your updated CV and suggest a good time when we could connect.

About Company

KlearNow is pioneering “Logistics as a Service” (LaaS) by creating the industry’s first fully cloud-based digital network that can be used across the entire array of supply chain participants to simplify the transit of goods worldwide.

• KlearNow transforms outdated B2B logistics processes—simplifying lives.
• KlearNow turns daunting logistics paperwork into powerful information to move more goods through customs and drayage with just a few clicks.
• Its smart Logistics as a Service (LaaS) AI-powered platform eliminates wasted time and money, reduces costs, and enhances customer experiences by enabling new levels of visibility, productivity, and collaboration.

We are headquartered in the heart of Silicon Valley, Santa Clara, California with locations in India, Canada, UK. This year we will be expanding to multiple countries.

Why us

KlearNow is operational and a certified Customs Business provider in US, Canada and UK with plans to grow in many more markets in near future.  Be a part of a rapidly growing company where you will have the opportunity to extend our leadership position and fast-track innovation behind AI-powered intelligent supply chain solutions.

Over and above the core customs clearance solution, KlearNow is also providing consolidated freight visibility, data and document management and intra-port activity for efficient Drayage.

To know more about KlearNow, please visit our website https://www.klearnow.com/">https://www.klearnow.com/ 

As KlearNow grows, we’re looking for an Engineering Leader who is passionate about people growth and organizational development. This is a unique opportunity to help build the products and practices that will support KlearNow growth over the next round of funding. In this role, you will reimagine enterprise logistics software and build global products that enable KlearNow expand in Americas, Europe and Asia.