Implementation Manager (B2B SaaS

Forward Deployed Implementation Engineer

About the Role

We are looking for a Forward Deployed Implementation Engineer who can work closely with customers and internal teams to successfully implement and operationalize our product.

This is a customer-facing, execution-oriented role that sits at the intersection of Product, Engineering, Accounting, and Customer Operations.

You will own implementations from start to finish — understanding customer requirements, configuring the product, setting up workflows and integrations, troubleshooting issues, coordinating with Engineering/Product, and ensuring customers are successfully onboarded and operational.

This role is ideal for someone who enjoys solving real customer problems, working with data and systems, understanding accounting workflows, and getting things across the finish line.

What You’ll Do

• Own the end-to-end implementation of the product for new and existing customers.
• Understand customer business processes, accounting workflows, and operational requirements.
• Configure customer/entity setups, workflows, recipes, rules, and product features based on business requirements.
• Work with accounting and finance teams to understand their requirements and translate them into product configurations.
• Set up and validate integrations with systems such as accounting platforms, POS systems, banking platforms, and other third-party systems.
• Investigate implementation issues, data discrepancies, integration failures, and workflow problems.
• Work closely with Engineering and Product teams to troubleshoot issues and drive them to resolution.
• Clearly communicate customer requirements, implementation blockers, and product gaps to internal teams.
• Coordinate across multiple stakeholders and ensure implementation tasks are completed on time.
• Test configurations and integrations end-to-end before customer rollout.
• Perform data validation and reconciliation to ensure the system is producing accurate results.
• Support customer/accounting teams during onboarding and transition them successfully to the product.
• Create implementation documentation, playbooks, and repeatable processes.
• Identify recurring customer problems and work with Product/Engineering to improve the product and implementation process.
• Provide feedback from customer implementations to help shape product improvements.

What We’re Looking For

• 2–6 years of experience in implementation, solutions engineering, technical consulting, customer success engineering, business systems, or a similar role.
• Strong problem-solving and analytical skills.
• Comfortable working directly with customers and internal technical teams.
• Ability to understand complex business processes and translate them into system configurations.
• Strong understanding of data, workflows, integrations, and APIs.
• Good understanding of accounting/finance concepts and workflows is highly preferred.
• Comfortable working with spreadsheets and data; SQL knowledge is a strong plus.
• Ability to investigate issues independently and identify the root cause rather than simply escalating problems.
• Strong ownership mindset — you take a problem from "this is broken" to "this is solved."
• Excellent communication skills, both written and verbal.
• Comfortable working in a fast-moving environment where requirements can evolve.
• Ability to manage multiple customer implementations and prioritize effectively.

Good to Have

• Experience with accounting systems such as NetSuite, QuickBooks Online, or similar platforms.
• Experience working with POS systems such as Toast or similar platforms.
• Experience with banking/payment integrations.
• Experience working with REST APIs and integration troubleshooting.
• SQL/Postgres experience.
• Experience working with accounting data, reconciliations, journal entries, revenue, expenses, payouts, or financial reporting.
• Experience in SaaS implementation or B2B software.
• Experience working with Engineering/Product teams in a startup environment.

What This Role Is NOT

This is not a traditional software engineering role where your primary responsibility is writing application code.

You will work closely with Engineering, but your primary responsibility is to:

Understand → Configure → Implement → Validate → Troubleshoot → Deploy → Drive Adoption

You should be comfortable getting hands-on with the product, customer data, integrations, and workflows to solve problems.

Who Will Succeed in This Role?

You will do well if you are someone who:

• Enjoys solving ambiguous problems.
• Can speak comfortably with both customers and engineers.
• Is technically curious and can understand how systems and integrations work.
• Doesn't wait for someone else to solve a problem.
• Can dig into data to find what is actually happening.
• Is comfortable working with accounting/finance teams.
• Enjoys taking ownership of implementations.
• Can balance customer requirements with product capabilities.
• Is willing to get hands-on and figure things out rather than simply following a checklist.

Why Join Us?

You will have significant ownership over how customers successfully adopt the product.

You will work across customers, accounting teams, Product, and Engineering, giving you exposure to both business and technology.

This role is a great opportunity for someone who wants to grow into a Solutions Engineer, Implementation Lead, Product Specialist, or Forward Deployed Engineer while working on real-world customer problems.

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.

Implementation Engineer – Digital Evaluation System

Industry: EdTech / Higher Education

Experience: 8–12 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

• 8–12 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.

About EasyEcom

EasyEcom is a multi-product ecommerce operations platform for brands and 3PLs, spanning order and inventory management, warehouse operations, and built-in reconciliation and accounting, the capability that sets us apart from pure WMS platforms. We power 1,800+ brands and 3PLs across 12+ countries, with 455+ integrations, 5B+ orders processed, and $8.1B in GMV flowing through the platform at 99.9% uptime. Customers include Borosil, Relaxo, Swiss Military, and Kimirica, across North America, Europe, MENA, and Southeast Asia. We are backed by IndiaMART, and we are still building fast.

Roles and Responsibilities

● Manage the end-to-end onboarding journey for new clients.

● Understand customer business requirements and configure the platform accordingly.

● Conduct product demonstrations, onboarding sessions(configurations, integrations etc), and user training.

● Guide clients through implementation and ensure timely go-live.

● Resolve client queries and coordinate with the Internal teams whenever required.

● Build strong relationships with clients and ensure a positive onboarding experience.

● Track onboarding milestones and maintain accurate implementation documentation.

● Identify process improvements and share client feedback with internal teams.

● Ensure customers are confident using the platform before transitioning them to the Customer Success team.

● Travel across India as and when required for implementation and client meetings.

Preferred Qualifications

● Bachelor's degree in Business, Engineering, IT, or a related discipline. ● Prior experience with SaaS products, ERP, OMS, WMS, or eCommerce platforms will be an added advantage.

● Knowledge of marketplaces such as Amazon, Flipkart, Myntra, Shopify, or similar ecosystems is a plus.

Senior Customer Onboarding Specialist

Location: Coimbatore

Employment Type: Full Time

Work Shift: US working hours - Mandatory

Job Description

RunLoyal is looking for an experienced and customer-focused Senior Customer Onboarding Specialist to lead the onboarding of new customers onto the RunLoyal platform. This is a senior, high-autonomy role responsible for owning the customer relationship after the sales handoff - evaluating fit against RunLoyal's Ideal Customer Profile (ICP), gathering business requirements, and translating them into a fully configured, validated portal. You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly, while also mentoring junior onboarding team members and supporting Customer Success operations.

Key Responsibilities

• Serve as the primary point of contact for customers immediately after sales handoff through onboarding completion.
• Evaluate incoming customers against RunLoyal's Ideal Customer Profile (ICP) to confirm platform fit.
• Gather and document detailed business requirements through customer calls, discovery sessions, and follow-ups.
• Assess whether RunLoyal's platform can meet each customer's specific business needs, flagging gaps or limitations early.
• Translate requirements into a portal build plan and configuration workbook.
• Build and configure customer portals - services, pricing, staff roles, and booking workflows - based on documented requirements.
• Lead data migration efforts, including data cleaning, transformation, and CSV-based imports, for a smooth transition onto the platform.
• Validate completed portal configurations against requirements and run pre-go-live quality checks to catch errors before customers encounter them.
• Perform data sanity checks and spot-check migration outputs for accuracy before customer handoff.
• Own the most complex, high-value, or multi-location onboarding engagements end-to-end.
• Serve as an escalation point for onboarding-related fit, scoping, or configuration issues.
• Mentor and review the work of junior onboarding team members.
• Support Customer Success operations, including pipeline tracking, reporting, and post-go-live handoffs.
• Coordinate with Development, Infrastructure, QA, and Support teams to resolve onboarding-related issues.
• Maintain and improve onboarding documentation, templates, and internal processes.

Required Skills & Qualifications

• 3-4 years of experience in solution consulting, implementation, onboarding, or a customer-facing technical role (SaaS experience preferred).
• Strong requirements-gathering and discovery skills, with the ability to translate business needs into technical configuration.
• Sound, independent judgment on customer/ICP fit, with the ability to make and defend go/no-go calls with minimal oversight.
• Strong attention to detail with a QA mindset - able to catch configuration and data errors before they reach the customer.
• Proficiency in MS Excel / Google Sheets for configuration workbooks and data mapping.
• Excellent written and verbal communication skills, including with senior stakeholders.
• Strong organizational skills with the ability to manage multiple, high-complexity onboardings concurrently.

Preferred Qualifications

• Prior experience mentoring or reviewing the work of junior team members.
• Familiarity with the pet care services industry or other service-based SMBs.
• Familiarity with CRM or project management tools such as HubSpot, Intercom, Asana, or Notion.
• Experience working in a SaaS startup or scale-up environment.

Education

• Bachelor's degree in Engineering, Business, IT, or a related field.

Strong Technical Implementation manager profile with exposure to enterprise clients in B2B SaaS domain

2

Mandatory (Experience 1) – Must have 4+ years in Technical Implementation Manager/ SaaS Implementation manager/Technical Project Implementation Manager with atleast the recent 2+ years in a B2B SaaS company dealing with enterprise clients

3

Mandatory (Experience 2) – Must have direct experience leading end-to-end software/tech product/tech project delivery

4

Mandatory (Experience 3) – Must have External / Client project implementation experience (Don't want internal project manager)

5

Mandatory (Experience 4) - Experience coordinating with Product, Engineering, and Support teams to ensure successful customer go-live.

6

Mandatory ( Experience 5) – Must be comfortable engaging and presenting to C-level executives, Directors, VP-level stakeholders, and enterprise decision-makers, with proven ability to build strategic long-term relationships

7

Mandatory (Core Skills) – Strong communication, stakeholder management, and executive-level reporting capability

8

Mandatory (Company) -B2B SaaS Product companies

9

Mandatory (Note 1): Not looking for implementation engineer but someone who handles the implementation projects. In their current or most recent role, the candidate must be the accountable owner of implementation projects (primary client point of contact, owns the project plan and go-live), not a hands-on specialist executing the build.

10

Mandatory (Note 2) - We have 5 open positions of which 1 position is for Pune, and the rest 4 are for Bangalore/Gurgaon

11

Mandatory (Education): Engineering graduate

Roles & Responsibilities

Key Responsibilities

• Lead end-to-end implementation and delivery of software/technology products for enterprise customers.
• Own implementation projects from initial requirements gathering and planning through UAT, deployment, and customer go-live.
• Understand customer requirements and translate them into clear implementation plans, milestones, timelines, and deliverables.
• Act as the primary project/implementation point of contact for enterprise customers.
• Coordinate closely with Product, Engineering, Support, and other internal teams to resolve dependencies, issues, and implementation blockers.
• Manage project timelines, risks, dependencies, scope, and stakeholder expectations.
• Conduct regular project reviews and provide executive-level updates and reporting to customers and internal leadership.
• Engage directly with C-level executives, Directors, VPs, and other senior enterprise stakeholders.
• Build and maintain strong, strategic, long-term relationships with enterprise customers.
• Ensure successful UAT, deployment, adoption, and transition to the relevant post-go-live/customer success teams.
• Proactively identify risks and challenges and drive them to resolution.

Ideal Candidate

1Strong Technical Implementation manager profile with exposure to enterprise clients in B2B SaaS domain2Mandatory (Experience 1) – Must have 4+ years in Technical Implementation Manager/ SaaS Implementation manager/Technical Project Implementation Manager with atleast the recent 2+ years in a B2B SaaS company dealing with enterprise clients3Mandatory (Experience 2) – Must have direct experience leading end-to-end software/tech product/tech project delivery4Mandatory (Experience 3) – Must have External / Client project implementation experience (Don't want internal project manager)5Mandatory (Experience 4) - Experience coordinating with Product, Engineering, and Support teams to ensure successful customer go-live.6Mandatory ( Experience 5) – Must be comfortable engaging and presenting to C-level executives, Directors, VP-level stakeholders, and enterprise decision-makers, with proven ability to build strategic long-term relationships7Mandatory (Core Skills) – Strong communication, stakeholder management, and executive-level reporting capability8Mandatory (Company) -B2B SaaS Product companies9Mandatory (Note 1): Not looking for implementation engineer but someone who handles the implementation projects. In their current or most recent role, the candidate must be the accountable owner of implementation projects (primary client point of contact, owns the project plan and go-live), not a hands-on specialist executing the build.10Mandatory (Note 2) - We have 5 open positions of which 1 position is for Pune, and the rest 4 are for Bangalore/Gurgaon11Mandatory (Education): Engineering graduate12Mandatory (Note): Candidates who had been working earlier with Sprinklr or currently working with Sprinklr will not be considered

Interview Process

Job Summary

We are seeking an experienced Integration Support Engineer with 2+ years of experience in enterprise integration and production support. This role will act as the complete owner of the customer support board — managing, triaging, and resolving support tickets end to end while coordinating with engineering, product, and implementation teams. The ideal candidate has strong hands-on experience with Boomi or another iPaaS platform, deep working knowledge of databases and REST APIs, and a track record of rigorous testing and validation. Experience with Intapp Integration Builder is a plus.

Work Hours: 6:00 PM – 5:00 AM, with flexible breaks during the shift.

Key Responsibilities

• Own the customer support board end to end — triaging incoming tickets, managing priority and status, and driving each issue through to resolution.

• Serve as the frontline point of contact for customers on integration issues, providing clear, timely communication throughout the life of a ticket.

• Debug and troubleshoot integrations built on Boomi or other iPaaS platforms, performing root-cause analysis and resolving incidents within SLAs.

• Write, optimize, and troubleshoot SQL queries against production and staging databases for data validation, reconciliation, and issue investigation.

• Work extensively with REST/SOAP APIs, FTP/SFTP, and data formats such as JSON and XML to diagnose and resolve integration failures.

• Test and validate reported issues, including reproducing defects, verifying fixes, and confirming resolution before closing tickets.

• Participate in integration design and enhancement work, contributing to the build and improvement of existing integration processes.

• Take up new development and change requests, following SDLC practices — design, build, test, and deploy — to release changes safely to production.

• Work across internal teams — engineering, product, and implementation — to triage incoming issues, determine ownership, and coordinate resolution.

• Collaborate closely with engineering, product, and implementation teams to resolve both technical issues (database, integration, and server-side) and business/process issues.

• Stay flexible and continuously build cross-functional knowledge, since resolving tickets often requires learning new systems and business workflows on the fly.

• Maintain technical documentation, support guides, and troubleshooting procedures.

Qualifications:

• Bachelor's degree in Computer Science, IT, or a related field.

• 2+ years of experience in integration engineering, integration support, or a similar role.

• Hands-on experience with Boomi or another iPaaS platform.

• Strong, demonstrable skills in SQL and database troubleshooting — this role requires day-to-day, hands-on database work.

• Strong REST/SOAP API knowledge, including testing, debugging, and validating API-based integrations.

• Solid experience with structured testing and validation practices for integration issues.

• Good understanding of integration patterns, cloud technologies, and production support.

• Strong analytical, communication, and stakeholder-management skills.

• Ability to work flexibly across engineering, product, and implementation stakeholders, and to quickly learn new systems and domains.

• Willingness and ability to work the required shift: 6:00 PM – 5:00 AM.

Preferred Skills

• Boomi or relevant iPaaS certification.

• Experience with Intapp Integration Builder.

• Knowledge of Azure Functions, Logic Apps, and other Azure services.

• Experience with monitoring, logging, and integration observability.

What We Offer

Competitive salary and benefits, work-from-home flexibility, a dynamic work environment, and opportunities for professional growth while working on enterprise-grade integrations.

Company & Team Overview

Planview's mission is to build the digital future of connected work — empowering business, technology, and transformation leaders to accelerate the achievement of the project and product initiatives that matter most. As the leading end-to-end platform for Strategic Portfolio Management (SPM) and Software Product Delivery, Planview's AI-powered solutions give leaders the strategic foresight to prioritize with precision, accelerate value delivery, and adapt with confidence.

Headquarters in Austin, Texas, with over 1,500 employees worldwide, Planview serves more than 3,000 customers and 3.1 million users globally, including 45 of the Fortune 100.

The Support Operations team is at the heart of Planview's customer experience, ensuring that enterprises around the world get the most value from Planview's industry-leading platform. As Planview expands its AI-first portfolio through continued innovation and acquisition, the Support Operations team plays a critical role in delivering consistent, high-quality technical assistance across a growing suite of solutions.

Role Summary

Technical Support Engineer I provides first-level technical support for Planview KeyedIn (enterprise PPM) Customer Care customers and internal employees, serving as the primary point of contact for a defined set of accounts and cases. In this role, you will independently resolve standard cases across user and license administration, project and resource management, reporting, data operations, and integration workflows, while investigating root causes and documenting durable solutions.

You will escalate complex or defect cases appropriately — acting as a liaison between customers and the Development and Cloud Operations teams — and guide customers on the product's proper use and best practices. As you grow, you will take on increasingly complex problems end-to-end and mentor Associate Technical Support Engineers, contributing to a high-performing, collaborative team. Success is measured by case resolution quality, SLA performance, customer satisfaction, and case hygiene.

Key Responsibilities

Customer Support & Case Management

•   Act as the first point of contact for KeyedIn Customer Care customers seeking technical assistance, providing troubleshooting and support via the ticketing system, email, and web-based tools.

•   Accurately log all customer cases, interactions, and resolutions in the case management system (Salesforce).

•   Take a hands-on approach, managing issues from initial contact through final resolution and follow-up, and maintaining full accountability throughout the support lifecycle.

•   Prioritize cases according to severity and SLA commitments, ensuring timely and accurate responses.

•   Maintain case hygiene — accurate status, ownership, and next action — with no-silent-case discipline.

Technical Troubleshooting & Resolution

•   Handle standard KeyedIn administration and configuration requests — support-portal accounts, licence-count updates, user provisioning and termination, login-group publishing, and access/login issues.

•   Resolve standard reporting, widget, dashboard, and how-to cases; assist with routine data export and data-load requests.

•   Investigate root causes, guide customers through corrective steps, and document solutions in the Customer Success Center knowledge base.

•   Escalate complex or defect cases to higher-level engineers or Development with clear reproduction steps and environment details; route Cloud Operations and Development-owned work to the correct team without owning it.

•   Follow the team's call-escalation discipline — move prolonged email threads to a call at the defined threshold to speed resolution.

Product Knowledge & Continuous Improvement

•   Stay current on KeyedIn releases, feature changes, known issues, and system updates.

•   Advise customers on the product's proper use, best practices, and configuration guidance.

•   Contribute to technical notes and knowledge base articles in the Customer Success Center.

•   Collect and communicate customer feedback, recurring issues, and product-quality insights to improve product quality and support processes.

Collaboration & Mentoring

•   Mentor Associate Technical Support Engineers, sharing knowledge and best practices.

•   Build relationships with cross-functional teams including Engineering, Development, Cloud Operations, Product, and Customer value advisor.

•   Function independently as well as part of a cross-functional global team.

•   As needed, participate in on-call or skeleton crew rotation.

Required Qualifications

•   1–3 years of experience in technical support, software support, IT support, or a closely related customer-facing role.

•   Demonstrated ability to independently troubleshoot and resolve technical issues in enterprise software or SaaS environments.

•   Strong written and verbal communication skills in English; ability to explain technical concepts clearly to both technical and non-technical audiences.

•   Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, or similar).

•   Solid diagnostic and problem-solving skills with a systematic, analytical approach.

•   Proven ability to manage multiple cases simultaneously while maintaining attention to detail and meeting SLA commitments.

•   Ability to work independently and as part of a cross-functional global team.

•   Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, Dynamics 365, or similar).

Preferred Qualifications

•   Bachelor’s degree in computer science, Information Technology, Engineering, or a related field, or equivalent practical experience.

•   Familiarity with SaaS application support models and multi-tenant environments.

•   Experience with enterprise databases and SQL querying (SQL Server, Oracle, PostgreSQL, or MySQL).

•   Exposure to REST or SOAP APIs and tools such as Postman or cURL.

•   Practical familiarity with PPM concepts — projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.

•   Understanding of identity and access management concepts (SSO, OAuth, RBAC, SAML).

•   Knowledge of the Planview product ecosystem, particularly KeyedIn or other PPM solutions.

•   Relevant technology certifications (Microsoft, AWS, ITIL, or similar).

Knowledge, Skills & Abilities

•   Willing to accept and adapt to change, showing flexibility and recovering relatively quickly from setbacks.

•   Actively participates in team meetings and seeks out collaboration opportunities without always waiting to be prompted.

•   Seeks feedback from colleagues and peers and integrates that feedback into their approach and work quality.

•   Displays a willingness to develop conflict-resolution skills and facilitate productive discussions with customers and colleagues.

•   Keeps a calm, professional demeanor across a variety of clients and personalities, even when others in the support process may not.

•   Self-motivated, detail-oriented, and organized, with the ability to begin prioritizing work independently.

•   A logical, process-oriented thinker who is positive, proactive, and innovative — a creative problem solver with exceptional customer service skills.

•   Committed to continuous learning, with intellectual curiosity to expand product and technical knowledge and the ability to learn new concepts quickly.

•   Comfortable engaging with AI-assisted tools to accelerate research, issue diagnosis, and knowledge base contributions.

Technical Skillset (Product-Specific)

Experience Required: 1–3 years.

Must Have

•   API — Experience with Postman or similar tools to test APIs, validate responses, and troubleshoot API failures; understanding of REST APIs, HTTP methods, status codes, and request/response flows for troubleshooting integrations.

•   SQL & Relational Databases — Ability to write basic to intermediate SQL queries to validate data, troubleshoot data issues, and understand database relationships.

•   Analytical & Communication Skills — Strong problem-solving ability with the capacity to translate technical findings into clear, actionable guidance for non-technical stakeholders.

•   Application & Log Analysis — Application logs, error analysis, troubleshooting, and root cause identification.

•   Salesforce & Jira — Working knowledge of Salesforce for case management and Jira for defect tracking and ticket management.

•   Web & SaaS Troubleshooting — Web-based applications, SaaS/cloud environments, browser Developer Tools, HTTP/HTTPS, and network troubleshooting.

•   Cloud & Networking — Basic understanding of cloud environments, DNS, SSL/TLS, firewalls, proxies, and connectivity issues.

•   Power BI (basic) — able to read dashboards and reports, understand how filters and slicers change results, and recognize whether a reporting issue is a data, refresh, or configuration problem.

Nice to Have

•   PPM Application Support — Practical familiarity with projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.

•   Reporting & Data — Comfort with report/widget configuration concepts, filters, and data validation.

•   Data Loads & Exports — Ability to handle imports/exports, MS Project imports, and bulk field uploads.

•   Planview Product Familiarity — Any exposure to Planview's portfolio or release management product suite.

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.