Data Process Executive

Role Overview:

We are hiring experienced Wealth Relationship Managers to manage and grow HNI/UHNI client portfolios. The role involves driving investment product sales and providing holistic wealth solutions.

This is an individual contributor role focused on revenue generation and client acquisition.

Key Responsibilities:

• Acquire and manage HNI/UHNI clients
• Drive sales of:
• Mutual Funds
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Structured Products
• Bonds & other Wealth Products
• Cross-sell and up-sell investment solutions based on client profiling
• Build and maintain long-term client relationships
• Achieve revenue and AUM targets
• Ensure compliance and documentation adherence

Eligibility Criteria:

• Experience: Around 8 years in Wealth / Investment Advisory / Stock Broking / Banking
• Strong exposure to investment product sales
• Proven track record in revenue generation & AUM build-up
• Strong HNI client base preferred

Procedure is hiring for WorkHero.

Across the U.S., thousands of small HVAC businesses are drowning in admin. WorkHero pairs seasoned office managers with AI workflows to free up their time, unlock growth, and modernize the trades. We handle everything that touches the back office of a small HVAC operation: billing, rebates, permits, warranties, marketing, and more. Our customers save dozens of hours every week, allowing them to focus on growing their business.

We are building at the intersection of Human and AI automation, and that’s where you come in!

How you will help us achieve it

As an Applied AI Engineer, you will collaborate with the company founders, product team, and office managers to develop agentic workflows for many of their daily processes. You will ideate, design, implement, and maintain the software side of the product. You will design the UX, develop the front end interfaces, build backend routes and design database models. The bulk of this role is interacting with office managers to understand their workflows and then creating and managing AI agents & workflows to make them more efficient.

In your day to day, you will:

• Partner with our frontline staff to understand their work so you can automate it with AI and save them time
• Live on the cutting edge of Human & AI interactions, keeping up to date with the latest patterns and how they apply to WorkHero and our workflows
• Contribute to exceptional code quality and performance of the code base
• Mentor young engineer(s) to be great at their craft, as our team grows

Key Details

• You can work remotely from anywhere with an overlap of at least four hours with the product team (6 pm to 10 pm IST)
• This role involves participating in calls with US-based stakeholders
• The compensation comes with a salary and an equity component
• Location - Remote
• YOE - 5 to 10 years
• NP - Immediate to 30 days

You’ll thrive if you

• Care about your craft and the mission of the software you are developing
• Are enterprising and can figure out how to convert workflows/playbooks to AI agents
• Work with cutting-edge AI tools and APIs
• Don’t just complete tickets that are assigned to you; you think deeply about the product and how you can make it great, then put that into action
• Enjoy developing 0-1 software products iteratively
• Are proficient in the Typescript ecosystem, including monorepos.
• Are skilled in React and Express (Koa is a plus) or similar tech
• Are pragmatic and understand trade-offs in software engineering

Requirements

• 4+ years of experience in building software products
• Have created applications using AI and LLMs. Can understand when to prompt, use RAG, create agents or fine-tune an LLM
• Have solid experience with the MERN stack
• Ability to debug and optimize complex systems
• Excellent communication and collaboration skills

Bonus points if you have

• Experience in mentoring junior team members. Better if they had gone to replace you in your team, allowing you to take up a more meaningful role
• Familiarity with our tech stack (React, Koa, Mongo, AWS, React Native)
• A good understanding of UX best practices for SaaS based interfaces & AI
• Built apps using React Native
• A deep understanding of infrastructure and can optimize for cost
• Set up evaluation frameworks for agentic workflows
• Contributed to open-source projects

Your First Six Months

• You will be working on creating AI Agents/Workflows based on the playbooks for some of the crucial workflows of HVAC office managers
• You will work on building the frontend, APIs and apply AI knowledge to add features to the office manager and admin portal, as well as the mobile app
• You will be using Vercel AI SDK to create abstracted AI agents and workflows with the capability of falling back to different providers
• You will demo the agentic workflows to US-based stakeholders—small HVAC business owners, product team and office managers
• You will monitor and manage the AI Workflows, ensuring quality and accuracy, improving them over time

About engineering at WorkHero

We value:

• High ownership and fast iteration
• Deep understanding our tools and systems
• Continuous improvement, both technically and interpersonal

Our technology stack:

• Full Stack TypeScript (React, React Native, KoaJS Backend, CRXJS Browser Extension)
• NX Monorepo with shared typing & libraries
• Infrastructure:
• AWS (ECS, Hosted RMQ)
• MongoDB Atlas
• Firebase & GCP services
• AI Tooling (Anthropic, OpenAI, Gemini, Deepgram)

Our team

• The Company is funded by Workshop Ventures Partners, a US-based venture studio focused on building great companies in Climate Tech
• The team consists of founding members from Harvard Business School and the Workshop Ventures team — Kyler, Furman, Chad, Jason, and Ulhas

Interview Process:

• Screening: Review of your open source contributions and past projects.
• First Round of Technical Evaluation: Assessing your problem-solving and AI integration skills.
• Technical Evaluation + Cultural Fit: Understanding your alignment with our team.

Skills:

Product Knowledge – Understanding different types of CCTV cameras, DVR/NVR systems, storage solutions, and related accessories.

Sales & Negotiation – Ability to convince clients, handle objections, and close deals effectively.

Technical Understanding – Basic knowledge of installation, cabling, IP vs analog cameras, resolutions, and networking basics.

Lead Generation & Prospecting – Identifying potential customers through cold calling, networking, and online research.

Customer Relationship Management (CRM) – Using CRM tools to track leads, follow-ups, and sales progress.

Presentation & Demonstration – Conducting product demos and explaining the benefits of CCTV solutions.

Market Awareness – Understanding competitor products, pricing strategies, and market trends.

After-Sales Support – Coordinating with technical teams to ensure installation, troubleshooting, and customer satisfaction.

Reporting & Documentation – Preparing sales reports, quotations, and proposals for clients.

Basic IT & Networking Skills – Knowledge of IP addressing, PoE (Power over Ethernet), and remote access configurations.

Qualities:

Strong Communication Skills – Ability to explain technical aspects to non-technical customers.

Confidence & Persuasion – A convincing attitude to drive sales.

Problem-Solving Mindset – Ability to address customer concerns and provide suitable CCTV solutions.

Self-Motivation & Goal Orientation – Meeting and exceeding sales targets.

Customer-Centric Approach – Prioritizing customer needs and building long-term relationships.

Adaptability & Quick Learning – Keeping up with new technologies and evolving security solutions.

Team Player – Working effectively with technical teams, distributors, and internal sales teams.

Attention to Detail – Ensuring accurate sales documentation and configurations.

Job Description for Project Manager:

·         

1.   Exposure to US/International Client (Preferred) Prior Experience in Digital Marketing (Search Engine Optimization) / Project Coordinator / Project Manager roles.

2.   Excellent written and verbal communication and presentation skills, able to generate interest and engage the client during calls and emails.

3.   Manage projects, and establish productive, professional, and profitable relationships with key personnel and clients in assigned projects.

4.   Coordinate with various departments within the organization, including support, service, and technology, and manage resources, in order to ensure the seamless functioning of the client accounts.

5.   Responsible for client receivables; planning and execution of monthly retention.

6.   Candidates with Project Management, Digital Marketing & Technical Skills Preferred.

7.   Preferred Location Noida.

8.   Document all requests and comments made by clients to ensure timely feedback and follow-up actions of client escalations/queries.

9.   Ability to maintain a positive, motivational, 'get things done' attitude, especially when faced with difficult circumstances.

10. Achieves strategic customer objectives and account plans defined by company management.

11. Good relationship-building skills (internal, external, and cross-cultural).

12. Sound computer skills, especially in the areas of MS Word, MS Excel, and MS PowerPoint.

13. Lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary actions required and always keeping the internal team updated.

14. Maintain a consistent schedule of online meetings with the client to manage performance objectives, and expectations and assess customer needs on an ongoing basis.

What we are looking for

· Excellent communication skills

· Must have Experience in Digital Marketing.

Why should you join us

· Fixed working timings- 5 days working

· Attractive Incentives

· Young and vibrant work culture

Job Location: Noida Sector 63

Job Profile: Project Manager

Job Timing: Night Shift 

• Design & build a highly scalable, robust backend architecture for our cloud services
• You will be part of a software development team for developing and enhancing SaaS applications.
• Take responsibility of entire module/feature set and develop, test, debug and maintain the application software throughout the product lifecycle
• Working with the Product Management Team to validate and plan new features
• Working with cross-functional teams to deliver stellar end user experience
• Research new technologies and tools that help in building the next generation of our services
• Test, debug and maintain the application software throughout the product lifecycle

• Must have experience with web development in Java 8+, Spring/J2EE or similar frameworks and technologies. (Mandatory)
• Must have worked on REST API (Mandatory)
• Should be an enthusiast for writing clean, reusable code, willing to learn new things as a self-starter person
• 2+ years of strong relevant experience in developing Object-oriented technologies.
• Strong working experience with any of the following DBs - Postgres / MySQL / Oracle or MSSQL
  

Responsibilities:

• Creating content for the company website. For instance, blogs, e-books, product descriptions, and social media.
• Editing and refining current information to make it easier to read.
• To develop original content ideas, collaborate with many departments.
• Continually generating new concepts and working with the team to develop fresh plans of action.
• Work together with other departments to provide a fresh concept for content
• Be prepared to respond to any queries posed by their readers.
• Develop material in accordance with Search Engine Optimization (SEO) criteria and SEO tactics to increase website traffic.
• For the website, conduct research and write interesting, educational SEO content that includes the product, fresh snippets, photographs, videos, short- and long-form essays, etc.

Qualifications:

• Outstanding verbal and written communication abilities.
• Knowledge of effective content tactics for SEO.
• An advantage is knowing digital marketing strategies including SEO, email marketing, and social media.
• Must be capable of carrying out content marketing activities like blogging to promote clients.
• Recognize the industry, and then create content that will help the company fulfill the requirements.
• Define and structure the content development process.

We are looking for an experienced DevOps (Development and Operations) professional to join our growing organization. In this position, you will be responsible for finding and reporting bugs in web and mobile apps & assist Sr DevOps to manage infrastructure projects and processes. Keen attention to detail, problem-solving abilities, and a solid knowledge base are essential.

As a DevOps, you will work in a Kubernetes based microservices environment. 

Experience in Microsoft Azure cloud and Kubernetes is preferred, not mandatory.

Ultimately, you will ensure that our products, applications and systems work correctly.  

Responsibilities:

• Detect and track software defects and inconsistencies
• Apply quality engineering principals throughout the Agile product lifecycle
• Handle code deployments in all environments
• Monitor metrics and develop ways to improve
• Consult with peers for feedback during testing stages
• Build, maintain, and monitor configuration standards
• Maintain day-to-day management and administration of projects
• Manage CI and CD tools with team
• Follow all best practices and procedures as established by the company
• Provide support and documentation  

Required Technical and Professional Expertise

• Minimum 2+ years if DevOps
• Have experience in SaaS infrastructure development and Web Apps
• Experience in delivering microservices at scale; designing microservices solutions
• Proven Cloud experience/delivery of applications on Azure
• Proficient in configuration Management tools such as Ansible or any of Terraform Puppet, Chef, Salt, etc
• Hands-on experience in Networking/network configuration, Application performance monitoring, Container performance, and security.
• Understanding of Kubernetes, Python along with scripting languages like bash/shell
• Good to have experience in Linux internals, Linux packaging, Release Engineering (Branching, versioning, tagging), Artifact repository, Artifactory, Nexus, and CI/CD tooling (Concourse CI, Travis, Jenkins)
• Must be a proactive person  
• You love collaborative environments that use agile methodologies to encourage creative design thinking and find innovative ways to develop with cutting edge technologies
• An ambitious individual who can work under their own direction towards agreed targets/goals and with a creative approach to work.
• An intuitive individual with an ability to manage change and proven time management
• Proven interpersonal skills while contributing to team effort by accomplishing related results as needed.

Job Title: Technical Support Specialist

Department: Customer Support > Engineering 

Reports to: Technical Support Team Lead

Location: Remote | India

Summary: The Technical Support Specialist is responsible for ensuring that our customers’ needs are met and issues are responded to and resolved in a timely manner.  This role acts as a first point of contact for customers that are experiencing a problem with their implemented instance of any of Commerce Fabric’s products.  The Technical Support Specialist responds to customer inquiries via phone, email and Slack. You will join a dynamic team where you will be given the opportunity to expand your skills within a wide range of front-end web technologies such as HTML, CSS and JavaScript.

Responsibilities: The Technical Support Specialist is responsible for intaking customer requests via phone, email and slack and ensuring effective communication and resolution with the customer by working with internal teams.  The Technical Support Specialist will uphold Commerce Fabric’s service level agreements and keep the customer informed of progress on their issue, as it is being resolved. Your days will include interacting with clients to inform them on how to use our software, troubleshooting issues, and acting as a link between our Customer Experience Team and our Development and Product Team as you follow issues from the first report to resolution.

• Provide excellent customer service to Commerce Fabric’s customers
• Handle a high volume of inbound calls/emails/messages with an emphasis on service to Commerce Fabric’s customers
• Updates Account Manager with any escalated issues 
• Highlights any consistent issues and themes to Technical Support Team Lead
• Provide top-notch support, and service to customers, through phone calls, in-person interaction, email, and our ticketing systems.
• Take assignment of technology support requests, and own those through resolution - calling on assistance from teammates and other resources as needed, but maintaining overall responsibility for tickets.
• Troubleshooting technical errors with a modern web-based application

Qualifications: 

• Full-time bachelor’s degree
• 2-4 years of customer-facing experience with global customer exposure in a technical support role
• Ability to work in shifts outside normal business hours
• Excellent written and verbal communication skills in English with an ability to build relationships.
• Experience working with different operating systems including Windows and Mac OS
• Experience with ticketing systems Zendesk and JIRA
• Ability to work independently
• Ability to prioritize and manage several milestones and projects efficiently