Principal Salesforce Consultant

REVIEW CRITERIA:

MANDATORY:

• Strong Manager – Customer Success, Account management Profile
• Must have 6+ years of overall experience with at least 4+ Years in Customer Success role
• Must have 1+ years of experience in AdTech industry
• Must have experience managing clients in the outside India market (Preferably US/America clients)
• Must have cross-functional experience working closely with Sales, Product, and Ad Operations teams for campaign execution, performance optimization, and client delivery.
• Must have strong technical understanding of digital advertising / programmatic platforms/software products
• B2B SaaS (AdTech experience is highly preferred)

PREFERRED:

• B.E/B.Tech (IT/CSE/ECE) with MBA preferred
• Exposure to pre-sales activities, including product demos, onboarding, and performance review presentations.
• Experience in analyzing data-driven advertising performance metrics and building optimization strategies.

ROLE & RESPONSIBILITIES:

As an Associate Manager - Customer Success, you are someone who comes with 6 to 8 years of Account Management/Business Development/ problem solving / hustling experience ina high growth internet startup/ technology company. As a technically savvy and results-driven Customer Success Manager, your primary focus will be driving revenue growth, reducing churn, enhancing product value, and supporting pre-sales activities. The ideal candidate should possess excellent relationship-building skills, a strong technical background, and a drive for achieving results.

• Serve as the primary point of contact and trusted advisor for assigned clients, ensuring exceptional customer service and satisfaction.
• Proactively engage with clients to understand their business objectives, monetization goals, and challenges, and provide strategic recommendations to achieve optimal results.
• Collaborate closely with internal teams, including Sales, Product, and Operations, to coordinate seamless onboarding, implementation, and ongoing support for clients.
• Conduct regular performance reviews and analysis of client monetization stack, identifying areas for improvement and developing optimization strategies.
• Monitor key performance metrics and provide timely reports and insights to clients, highlighting advertising performance, trends, and opportunities for growth.
• Deliver product demos and educate clients on best practices, new features, and industry trends to maximize their utilization and success with our platform solutions.
• Resolve client inquiries, concerns, and issues promptly and effectively, escalating to the appropriate teams when necessary.
• Support pre-sales activities, including conducting product demonstrations, presenting technical information, and addressing client inquiries and concerns.
• Stay up to date with industry trends, competitive landscape, and emerging technologies in the ad tech space to provide valuable insights and recommendations to clients.

IDEAL CANDIDATE:

• 6-8 years of experience in the internet/technology industry (mandatory)
• B.E / B.Tech(IT / CSE / ECE) along with an MBA degree (highly preferred)
• Excellent relationship-building skills with the ability to establish trust, foster positive business relationships and credibility with clients.
• Strong technical background with a solid understanding of software products and the ability to quickly grasp new technologies.
• Accountability and personal organisation are essential
• Experience in managing a diverse group and training each according to company standards
• Strong problem-solving and analytical skills with a focus on results and driving revenue growth.
• Outstanding communication and presentation skills, with the ability to convey complex concepts in a clear and concise manner.
• Self-motivated and proactive mindset with the ability to work independently and as part of a team.
• Experience in the tech industry or a related field is highly desirable.

PERKS, BENEFITS AND WORK CULTURE:

• Flexible work hours and leaves
• Salary advance
• Maternity/Paternity leave benefits & adoption assistance
• Butler & Concierge services
• Team Off-sites & Celebrations

BEYOND WORK:

• Insurance benefits for you and family
• Interest-free loans
• Gift vouchers for special moments
• Fully-equipped Gym
• Education Sponsorship Programs

Position: Product Specialist

Qualification: B.E./B.Tech/M.Sc in Biomedical

Experience: Freshers with internship experience are welcome

Location: Thane (West)

Skills Required:

• Good communication and presentation skills
• Understanding of medical equipment and medical devices
• Knowledge of regulatory affairs
• Ability to conduct market analysis and R&D
• Willingness to travel for product demos, training, and application launches (approx. 25% travel)

We would love to connect with your.

Key Responsibilities & Activities

1. Requirement Gathering & Analysis

○ Engage with clients to understand their business processes and objectives.

○ Conduct in-depth analysis of client requirements to identify specific needs.

○ Provide process consulting by mapping ‘as-is’ and ‘to-be’ processes to ensure maximum utilization of standard Odoo features.

2. Odoo Setup & Configuration

○ Set up Odoo environments based on the customer’s hosting preferences.

○ Configure Odoo applications to align with client-specific business workflows.

○ Set up companies, users, and access rights based on organizational structure and security needs.

3. Functional Architecting (for Customization Requirements)

○ Conduct GAP analysis to identify business requirements that necessitate custom development.

○ Define functional workflows for business processes requiring customization.

○ Draft user stories or detailed functional specifications to guide the technical team.

4. Data Migration

○ Plan and execute data migration strategies from legacy systems to Odoo.

○ Perform data imports (via templates or scripts) and validate data accuracy post-migration.

○ Troubleshoot and resolve any data-related discrepancies.

5. Training

○ Conduct end-user training sessions on both standard and customized Odoo features.

○ Develop training materials and user documentation for effective onboarding.

○ Provide ongoing support and address user queries during the training phase.

6. Testing

○ Perform functional testing to ensure quality before delivering features to the client.

○ Support clients during User Acceptance Testing (UAT) and follow up to ensure completion.

○ Define success criteria for user stories involving development or customization.

7. Go-live

○ Plan and execute cutover activities for go-live.

○ Ensure smooth transition and provide immediate support during the go-live period.

○ Maintain high availability and responsiveness during this critical phase.

8. Support

○ Provide ongoing support to end-users after implementation.

○ Resolve functional issues and respond to support requests promptly.

○ Ensure service levels are maintained in accordance with agreed SLAs.

9. Documentation

○ Create and maintain Business Requirement Documents (BRDs) and Functional Specifications (FSDs/User Stories).

○ Prepare user guides and manuals for custom-developed features. ○ Ensure documentation remains up-to-date with ongoing changes and improvements.

10. Stakeholder Communication

○ Maintain proactive and transparent communication with clients regarding project progress.

○ Conduct regular project review meetings to ensure alignment with client expectations.

11. Project Management

○ Manage project timelines, milestones, and deliverables to ensure successful implementation.

○ Utilize Aktiv's project management system for tracking tasks and logging timesheets.

12. Team Collaboration

○ Work closely with developers, technical leads, and other consultants to deliver integrated solutions.

○ Participate in regular internal meetings to align project activities.

○ Support the sales team during pre-sales by providing expert consultation.

13. Strategic Involvement

○ Contribute to continuous improvement initiatives for internal processes & systems and project delivery standards.

○ Assist in the creation of Standard Operating Procedures (SOPs).

○ Mentor junior consultants or business analysts and support their development through structured training plans.

 Outbound Calling: Contact potential buyers (traders, resellers, distributors, scrap dealers, and aggregators)

and explain the BFS platform and its benefits.

 Buyer Onboarding: Register buyers on the platform and guide them through the registration process.

 Data Collection: Encourage buyers to submit quotes and participate actively in transactions on the BFS

platform.

 Follow-Up: Conduct regular follow-ups with buyers to ensure engagement and transactions.

 CRM Management: Maintain accurate and detailed records of calls, interactions, and buyer information in

the CRM.

 Market Feedback: Provide market insights and feedback to the management team for continuous

improvement.

Knowledge, Skills and Abilities :

• Strong OO design and coding skills using multiple stacks, and knowledge of the pros and cons of each
• 1+ years’ experience with Golang
• 6+ years application development experience
• Strong data design skills, using both SQL and NoSQL data stores
• Experience with CI/CD pipelines such as Jenkins
• Experience working with event based distributed systems
• Experience working with services in a Dockerized environment
• Experience with Elasticsearch, Couchbase, Redis, and/or PostgreSQL a plus
• Requires 6+ years of related experience with a Bachelor’s degree; or 3 years and a Master’s degree; or a PhD with 2 years’ experience; or equivalent experience.

• 3 - 6 years of software development, and operations experience deploying and maintaining multi-tiered infrastructure and applications at scale.
• Design cloud infrastructure that is secure, scalable, and highly available on AWS
• Experience managing any distributed NoSQL system (Kafka/Cassandra/etc.)
• Experience with Containers, Microservices, deployment and service orchestration using Kubernetes, EKS (preferred), AKS or GKE.
• Strong scripting language knowledge, such as Python, Shell
• Experience and a deep understanding of Kubernetes.
• Experience in Continuous Integration and Delivery.
• Work collaboratively with software engineers to define infrastructure and deployment requirements
• Provision, configure and maintain AWS cloud infrastructure
• Ensure configuration and compliance with configuration management tools
• Administer and troubleshoot Linux-based systems
• Troubleshoot problems across a wide array of services and functional areas
• Build and maintain operational tools for deployment, monitoring, and analysis of AWS infrastructure and systems
• Perform infrastructure cost analysis and optimization

1. Overview
https://www.srclogix.com/">SourceLogix  - is a California based software development company. Founded in 2007, we have successfully built our client base with our values: Talent. Team. Trust.

SourceLogix experts help Fortune 500 clients in the areas of SaaS, eCommerce, VoIP, CRM, Transaction systems & Predictive Analytics.

Our latest venture is to build our own Cloud-based SaaS platform to disrupt the Digital Marketing space with a revolutionary voice & video platform - to help customers significantly improve conversions. The platform is built on Amazon Web Services, Google Cloud, and Salesforce CRM to drive Voice & Video with analytics & deep learning, all to significantly improve conversion rates.

We are looking for a great JavaScript developer who is proficient with React.js. Your primary focus will be to develop all user interface components and implement them following well-known React.js workflows such as Flux or Redux. 

• Passion for creating and delivering great software with a strong sense of ownership. 
• Strong proficiency in JavaScript, including DOM manipulation and the JavaScript object model.
• Strong knowledge of JSON, XML, JavaScript, CSS2 & CSS3, HTML5 &  jQuery.
• Over two years of experience in building SaaS & web applications using ReactJS.
• Strong and proven experience with popular React.js workflows (such as Flux or Redux)
• Experience with standard front-end development tools such as Babel, Webpack, NPM, etc.
• Familiarity with newer specifications of ECMAScript.
• Familiarity with RESTful APIs & modern authorization mechanisms.
• Independently develop new user-facing features from designs and wireframes.
• Build reusable components and front-end libraries for future use.
• Proficient in Version Control Software such as GIT, Bitbucket.
• Ability to understand business requirements and translate them into technical requirements.

• Knowledge of modern authorization mechanisms, such as JSON Web Token.
• Knowledge of the AWS platform and scalable application architecture.
• Experience with CI/CD - Build & Release process. Agile/ Scrum based development..
• Highly desired knowledge in CSS preprocessors: Sass, Less or Stylus; Server-Side Rendering (SSR); and building Single Page Apps (SPA).
• Knowledge in Nodejs, NextJs is an added advantage.

• Developing new user-facing features using React.js.
• Build reusable components and front-end libraries for future use.
• Translate design and wireframe into high-quality code.
• Optimize components for maximum performance across a vast array of devices & browsers.
• Work closely with business owners, designers & backend developers to build a fantastic User Experience (UX) with solid User Interfaces (UI).
• Be responsive to change, adapt quickly with a talented team and work efficiently & remotely.

• Competitive salary - based on experience.
• 100% remote work. All you need is a good laptop, headset, and internet connectivity.
• Flexible work: don’t care when or where you work. We care how you work & how well you deliver.
• US-based team: open & transparent & professional. 
• Ability to make a direct impact & build a great platform.
• Awesome culture! We are a friendly & collaborative team with a learning and growth mindset.