Project Manager - CRM

🚀 We’re Hiring: Technical Lead– Dynamics 365 CRM

Are you a seasoned Dynamics 365 CRM/CE professional with strong technical leadership and architecture experience?

We’re looking for a hands-on Lead/Architect with 8+ years of relevant experience to lead end-to-end D365 CRM implementations and drive scalable, high-performing solutions.

🔹 Key Skills: Dynamics 365 CRM/CE, Dataverse, C#, .NET, JavaScript

🔹 Expertise: Plugins, Workflows, Customizations, APIs & Integrations

🔹 Azure: Logic Apps, Functions, Service Bus

🔹 ALM: Azure DevOps, CI/CD & Release Management

🔹 Bonus: Experience with D365 FinOps/ERP integrations and Airlines or Freight/Logistics domain

📍 Location: Kochi / Trivandrum

⏱️ Joining: Immediate joiners preferred

If you have the technical expertise, leadership mindset, and passion for delivering enterprise-scale CRM solutions, we’d love to hear from you!

About the company : Kings Digital is a leading digital marketing company dedicated to delivering high-quality, result-oriented digital solutions and believe in exceeding the expectations of every business and entrepreneur we collaborate with. We provide professional, creative and effective engaging content that drives traffic, boosts engagement, and promotes brand loyalty. We are currently looking for a talented and passionate Client Success Manager to join our team and be part of our exciting journey!

Role Overview

The Client Strategy Manager is responsible for managing the complete lifecycle of client projects — from onboarding and requirement gathering to strategy, execution coordination, client communication, performance tracking with team, approvals, and ongoing growth.

This role acts as the central bridge between clients, internal marketing teams, creative teams, developers, SEO specialists, paid media teams, and management, ensuring that projects move forward according to business objectives, timelines, budgets, and quality standards.

Key Responsibilities:

1. Client Account Management:

• Serve as the primary point of contact for assigned clients.
• Build and maintain strong, professional client relationships.
• Understand client businesses, services, target audiences, competitors, challenges, and growth objectives.
• Conduct regular client communication through email, WhatsApp, meetings, and project channels.
• Translate client requirements into clear internal tasks and actionable deliverables.
• Follow up with clients for approvals, assets, access, payments, content, feedback, and pending decisions.
• Keep clients informed about project progress, upcoming activities, delays, dependencies, and completed work.
• Handle client concerns professionally and coordinate internally to resolve issues.
• Maintain a proactive communication approach rather than waiting for clients to ask for updates.
• Identify opportunities to improve client satisfaction, retention, and overall account value.
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2. Client Onboarding & Project Initiation

• Manage the initial onboarding process for new clients.
• Collect required business information like branding assets, website access, Google Business Profile access, social media access and other project requirements.
• Prepare and share access/requirement sheets.
• Coordinate payment confirmation and project onboarding requirements.
• Ensure projects are properly onboarded into the internal CRM/project-management system.
• Establish project scope, deliverables, responsibilities, timelines, and dependencies.
• Coordinate internal kickoff activities between relevant departments.
• Ensure the team has sufficient information and resources before beginning execution.

3. Project Management:

• Manage multiple client projects simultaneously.
• Create, prioritize, and track internal tasks.
• Coordinate deadlines across multiple departments.
• Monitor project dependencies and identify blockers.
• Follow up with team members on pending tasks.
• Escalate critical delays or issues to management.
• Maintain project momentum and ensure deliverables are completed within agreed timelines.
• Coordinate internal meetings, standups, reviews, and project discussions.
• Prepare meeting notes, MOMs, action items, and follow-ups.
• Maintain visibility over project status from initiation to completion

4. Financial & Commercial Coordination:

• Coordinate with finance regarding invoices, payment confirmations, renewals, and outstanding payments.
• Follow up with clients regarding pending payments where required.
• Track hosting renewals and recurring service requirements.
• Identify opportunities for additional services and account expansion.
• Support upselling and cross-selling of relevant agency services.
• Ensure commercial commitments remain aligned with actual project scope.

5. Quality Assurance:

Before deliverables are shared with clients:

• Review content for accuracy and completeness.
• Check design consistency.
• Verify branding.
• Review website functionality.
• Check SEO implementation.
• Review creative quality.
• Confirm client requirements have been addressed.
• Identify missing elements or inconsistencies.
• Ensure deliverables meet agency standards.

The objective is to act as a quality-control layer between internal execution and client delivery.

6. Working Hours & International Client Coordination:

• Primarily operate within standard office working hours while maintaining flexibility based on client requirements.
• Attend occasional meetings or client calls outside standard office hours to accommodate international clients across Canada, Australia, the United States, and other international time zones.
• Coordinate with international clients when required for project discussions, approvals, strategy sessions, presentations, and urgent matters.
• Demonstrate flexibility in managing different time zones while ensuring client communication and project requirements remain on schedule.
• Outside-office-hour meetings are generally scheduled based on client availability in advance, project requirements, and business priorities, rather than as a fixed extended working schedule.

Educational Qualification & Experience:

• Bachelor's degree in Marketing, Digital Marketing, Business Administration, Communications, Management, or a related field.
• A postgraduate qualification in Marketing, Business Management, Digital Marketing, or a related discipline is an added advantage.
• Strong written and verbal English communication.
• 1-3+ years of experience in digital marketing, client servicing, account management and project management.
• Experience managing multiple clients and projects simultaneously.
• Experience working with international clients, preferably across Dubai, Canada, Australia, the United States, and other international markets.

Ideal Candidate Profile:

The ideal person for this role should be:

• Highly organized and proactive.
• Comfortable managing multiple projects simultaneously.
• Strong in client communication.
• Comfortable working with technical and non-technical teams.
• Business-minded rather than task-oriented.
• Able to understand both marketing strategy and execution.
• Comfortable with ambiguity and changing priorities.
• Strong at follow-ups and accountability.
• Detail-oriented without losing sight of the bigger picture.
• Curious about AI and emerging marketing technologies.
• Comfortable taking ownership of problems instead of simply escalating them.
• Able to convert client requirements into structured internal execution.

Work Location: In person

Role Overview

We're looking for a Salesforce Consultant to audit an existing Salesforce setup, identify gaps, and design a rebuilt architecture to support lead management, sales automation, and CDP integration — ahead of two major product launches.

Key Responsibilities

• Audit the current Salesforce org: data structure, user roles, permissions, and existing automations (or lack of them)
• Recommend and design a system architecture for lead capture, qualification, and nurturing across online and offline channels (Meta, Google, website, walk-ins/experience center)
• Set up proper user access controls and role-based permissions (fixing shared-login/security gaps)
• Design and implement email automation and lead nurturing workflows
• Evaluate and recommend integration with a CDP (Customer Data Platform) to unify lead data across sources
• Advise on Salesforce licensing needs based on the rebuilt scope
• Support end-to-end lead lifecycle tracking — from lead generation through to booking/conversion
• Work in a sandbox/staging environment before deploying changes to production
• Collaborate with internal stakeholders and prior Salesforce implementers to understand system history before rebuilding
• Provide a scope of work and implementation roadmap with realistic timelines

Required Skills & Experience

• 4+ years hands-on Salesforce experience (Sales Cloud required; Marketing Cloud/CDP experience preferred)
• Experience auditing and re-architecting legacy/poorly maintained Salesforce orgs
• Strong understanding of lead lifecycle management and CRM-to-sales handoff processes
• Experience with marketing automation tools and integrations (Meta/Google Ads lead data, email automation)
• Salesforce certifications preferred (Administrator, Sales Cloud Consultant, or similar)
• Experience with CDP tools and data unification is a plus
• Ability to work on tight timelines against real business deadlines (e.g., product launches)

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.

Key Responsibilities:

• Coordinate with different internal teams to ensure timely task completion.
• Track project activities, deadlines, pending tasks, and deliverables.
• Maintain and regularly update CRM with accurate client and lead information.
• Manage follow-ups with internal teams and clients.
• Track client requirements, feedback, approvals, and pending information.
• Ensure proper client onboarding and handover between teams.
• Monitor CRM follow-ups and ensure no leads or client activities are missed.
• Identify process delays and escalate issues to the concerned manager.
• Prepare daily/weekly MIS and process reports for management.
• Maintain trackers, documentation, and process records.
• Support the team in improving internal processes and workflow efficiency.

Requirements:

• 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
• Good knowledge of Excel/Google Sheets and CRM tools.
• Strong communication and follow-up skills.
• Excellent organizational and time-management abilities.
• Ability to coordinate with multiple teams simultaneously.
• Strong attention to detail and problem-solving skills.
• Basic understanding of digital marketing is preferred.
• Ability to work in a fast-paced agency environment.

Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

SAP CRM Services - Functional Consultant

Experience: 4 to 7 Year

Job Location:  Hyderabad, Noida, Pune, Bangalore

Full Time Role

CTC 12 LPA

Location Flexibility:  Multiple Locations in Country

SAP CRM Services Experience - 4-7 Years Strong knowledge of customer relationship management principles 

• Proficiency in SAP CRM module functionalities 

• Customization and configuration of CRM processes 

• Customer segmentation and targeting 

• Sales and marketing automation 

• Service management and support processes 

• Integration with other SAP modules (e.g., SD, FI) 

• CRM analytics and reporting

Position Overview: The ideal candidate will assist in supporting and driving MarTech, CRM, and Loyalty initiatives, with a focus on the BFSI business segment. This role will involve collaborating with cross-functional teams, including Data Analytics, Data Science, Campaign, Digital, and Customer Experience Center, while learning to contribute to the execution of key projects and strategies. Strong teamwork and communication skills are essential for effectively supporting these initiatives and driving results.

Key Responsibilities:

• Oversee the BFSI business segment in developing and executing strategies to drive growth and profitability.
• Manage the MarTech, CRM, and client retention programs to enhance customer lifetime value (CLV).
• Collaborate with cross-functional teams including Campaign, Data Analytics, Data Science, Digital, and Customer Experience, to foster teamwork and innovation.
• Help implement customer lifecycle management (CLM) strategies to optimize the customer journey and improve experience.
• Track and analyze key metrics to assess campaign success and drive continuous improvement.
• Stay current with industry trends in MarTech, CRM, and BFSI to identify growth opportunities.
• Apply knowledge of BFSI, Mutual Funds, Insurance and client servicing to enhance customer engagement.
• Support campaign management activities, ensuring timely execution and optimal results.
• Use basic MS Excel proficiency for analysis and deriving actionable insights from data.

Qualifications:

• Experience in MarTech, CRM, and campaign management in the BFSI sector.
• Knowledge of BFSI, Mutual Funds, Insurance, client servicing, and campaign management strategies.
• Ability to collaborate effectively with cross-functional teams and contribute to shared goals.
• Understanding of customer retention and lifecycle management principles.
• Familiarity with data analytics and using insights to improve marketing and customer experience.
• Strong communication skills and the ability to work well with internal teams and external stakeholders.
• Proactive, results-oriented mindset and ability to thrive in a fast-paced environment.
• Basic proficiency in MS Excel for data analysis.

Customer Success Manager

Ridy, Inc. — Bengaluru or Chennai, India | Full-time | U.S. Business Hours

Drive adoption, retention, and growth across Ridy’s U.S. real estate portfolio: join Ridy as a Customer Success Manager and help the world’s leading real estate owners deliver carbon-free mobility to their tenants and employees.

About Ridy

Ridy is a climate-tech electric mobility startup serving corporate campuses and commercial and residential real estate. We partner with leading real estate owners to improve sustainability and well-being through carbon-free transportation. Our bikes, e-bikes, e-scooters, charging stations, and supporting technology help clients cut their carbon footprint and build more sustainable communities.

Ridy is used by some of the largest U.S. corporations and real estate companies leading the shift to electrified transportation, including Tishman Speyer, Hines, Alexandria Real Estate, Boston Properties, Beacon Capital Partners, Lincoln Property Company, the U.S. Department of Energy, Greystar, JLL, CBRE, and many other influential real estate owners.

Role Overview

You will own a portfolio of Ridy’s U.S. customers, accountable for the health, adoption, and renewal of every account. Working directly with property managers, tenant experience teams, and building operations, you will drive ridership, design engagement programs, present quarterly business reviews built on utilization data, lead renewals, and find expansion opportunities across your customers’ portfolios. The role is based in Bengaluru or Chennai, reports to the CEO, and works U.S. business hours alongside Ridy’s U.S. account management, sales, and fleet operations teams.

The Day-to-Day Responsibilities

Account Ownership

•   Serve as the primary point of contact for customers across your assigned portfolio

•   Run a structured cadence of check-ins and quarterly business reviews, presenting utilization data to customer stakeholders

•   Build and maintain trusted relationships that position Ridy as a long-term partner

•   Maintain accurate CRM records of account interactions, renewal dates, and account health indicators

Adoption & Engagement

•   Plan and execute the engagement calendar for customers, including launch campaigns & rider incentives

•   Equip on-site tenant experience teams with playbooks and collateral so they can run activations independently

•   Monitor ridership and utilization data weekly, identify properties trending below target, and intervene early

•   Build customer-facing presentations, reports, and program materials using PowerPoint/Google Slides and Excel/Google Sheets

Renewals & Growth

•   Own the renewal calendar for your portfolio and build a data-supported business case for each

•   Lead upgrade and expansion conversations, including fleet expansions, additional charging infrastructure, and service tier changes

•   Expand into additional properties within existing customer portfolios

•   Exceed retention, adoption, and expansion targets

Cross-Functional Collaboration

•   Partner with Ridy’s fleet operations team on vehicle uptime, maintenance escalations, and charging station issues affecting your properties

•   Escalate and track customer issues to resolution, keeping stakeholders informed

•   Provide structured feedback to the leadership team on customer needs, service gaps, and product opportunities

Qualifications

•   3-5 years of experience in customer success, account management, or B2B sales at a startup or high-growth technology company in India

•   Demonstrated ownership of a book of accounts or a quota covering renewals, retention, or expansion — not just onboarding or support

•   Experience working with U.S. or international customers

•   Excellent written and verbal English, with the ability to engage senior corporate and real estate decision-makers

•   Strong analytical skills — able to work with usage data, spot trends, and build a clear performance narrative

•   Proficiency with CRM platforms (HubSpot, Salesforce, Zoho, Attio, or similar) and modern sales and customer success tooling (Apollo, Outreach, LinkedIn Sales Navigator, or similar)

•   Advanced proficiency in PowerPoint/Google Slides and Excel/Google Sheets

•   Comfortable with collaboration tools including Slack, Notion, Zoom/Google Meet, and modern task and project trackers

•   Outstanding organization and a self-starter mindset, comfortable with autonomy in a fast-paced environment

•   Able to work U.S. business hours long term

Preferred Qualifications

•   Exposure to technology, B2B sales, B2B customer success, proptech, real estate, hospitality, or mobility

•   Experience planning and running customer events, community programs, or engagement campaigns

•   Familiarity with AI tools for research, drafting, analysis, and productivity

•   An interest in sustainability, climate tech, or the future of transportation

What We Offer

•   Competitive annual compensation of ₹8 LPA - ₹12 LPA, structured as a fixed base plus performance-linked variable pay. Final compensation will reflect the candidate’s qualifications and experience.

•   Comprehensive health coverage

•   Paid time off and public holidays

•   A motivated team passionate about sustainability and electric mobility

•   Ownership of a portfolio of accounts with leading U.S. real estate owners and corporations

•   Direct mentorship from and daily collaboration with Ridy’s founding team

•   Career growth at a fast-growing climate-tech company, with the opportunity to help shape Ridy’s customer success practice as it expands

•   Opportunity to influence the future of urban planning, real estate, mobility, and sustainability

Strong Senior Project Manager Profile with enterprise B2B SaaS, client-facing delivery experience

2

Mandatory (Experience 1): Must have 5+ years of project management experience with significant client-facing delivery time (non-negotiable), including experience in a B2B SaaS company serving enterprise customers

3

Mandatory (Experience 2): Must have managed complex enterprise projects end-to-end, from requirement/planning through successful delivery and go-live

4

Mandatory (Experience 3): Must have managed multi-country / multi-region rollouts (preferably North America and/or Europe), coordinating India-based delivery teams with customers/stakeholders in Western markets

5

Mandatory (Experience 4): Must have delivered technically complex / analytics-driven projects (AI/ML, Image Recognition, or Data Analytics)

6

Mandatory (Tech skill): Must have strong working knowledge of SQL, APIs, and Master Data Management (MDM)

7

Mandatory (Experience 5): Must have experience with SOWs, change requests, or RFPs, managing scope, timelines, risks, and dependencies using Waterfall or Agile

8

Mandatory (Ownership): Must be the accountable owner of the engagement — primary client point of contact, owning the project plan and go-live end-to-end — not a hands-on specialist executing the build

9

Mandatory (Skill): Must have strong facilitation, communication, stakeholder-management, and executive-level reporting skills across cross-functional, geographically distributed teams

10

Mandatory (Note): CTC is inclusive of variable

11

Preferred (Experience): Prior experience with customer onboarding

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Preferred (Certification): PMP, CAPM, ITIL, or CSM.

Senior Sales Manager / Business Development Manager (10+ Years Experience)

Location: Hyderabad, India (Global Sales Focus)

Experience: 10+ Years

Employment Type: Full-time

About the Role

We are seeking a highly accomplished Senior Sales Manager to lead enterprise sales initiatives and spearhead revenue growth for Ray Business Technologies. The ideal candidate will bring deep experience in selling complex digital transformation and managed services solutions to global enterprise customers.

Key Responsibilities

• Own full sales cycle — business development, client engagement, proposals, negotiations, and closures
• Create and execute sales strategies aligned with organizational growth targets
• Drive new logos acquisition and account expansion in strategic geographies (US/NA/EMEA)
• Build C-level relationships and position RBT as a strategic transformation partner
• Mentor and guide junior BDEs to achieve team revenue goals
• Collaborate with delivery, marketing, and leadership teams for GTM success
• Analyze market trends and competitive landscape to refine offerings and positioning

Required Skills & Competencies

• 10+ years in IT services sales with a track record of consistent quarterly revenue achievements
• Strong exposure to selling Microsoft Dynamics 365, Azure, Data & AI, and Digital Experience Platforms
• Ability to drive complex enterprise pursuits with multi-stakeholder involvement
• Excellent storytelling, communication, leadership, and stakeholder management skills
• Demonstrated account mining and strategic relationship development experience

Education

• MBA or Bachelor’s degree in Business/Technology preferred

As a techno-functional consultant you will be responsible for delivering and optimizing end-to-end solutions on the Dynamics 365 platform by bridging business requirements with technical implementation. The role focuses on configuring and enhancing Dynamics 365 Customer Service and Field Service modules, enabling seamless integration with SAP systems, and supporting multiple Power Pages portals for customers and subcontractors. The objective is to ensure efficient business process execution, secure and scalable integrations, and improved user experience through continuous collaboration with stakeholders, proactive problem-solving, and adherence to best practices and standards.

Tasks & Responsibilities: 

• Bridge the gap between business requirements and technical delivery across D365 Customer Service and Field Service
• Contribute to functional workshops, requirement gathering sessions, and solution design discussions with business stakeholders
• Good to have basic process understanding of SAP system.
• Configure D365 modules and implement light customizations — plugins, custom APIs, JS/TS, and Power Automate flows
• Design end-to-end solutions covering data model, SLAs, entitlements, and integrations
• Support UAT, produce functional specification document, and ensure solutions align with Microsoft best practices
• Training delivery and end-user adoption support post go-live
• Understanding of Model-Driven App design including entities, forms, views, dashboards, security roles etc.
• Strong client relationships to engage business and technical audiences equally
• Prepare and maintain key project documentation including Functional Specification Documents (FSD), Solution Design Documents (SDD), business process flows, and UAT documents
• Create and manage user stories, acceptance criteria, and test cases in Azure DevOps, ensuring traceability and alignment with business requirements

Education & Trainings + Certifications:

• At least 6 to 8 years of relevant experience in Dynamics 365, Field Service, Power Pages.
• Proven expertise with Dynamics 365 functional area, documentations, design, development, end-to-end implementations and solutions.

Technical know-how: 

• Strong understanding of Dynamics 365 Customer Service and Field Service modules, including case management, SLAs, entitlements, work orders, and scheduling
• Hands-on experience with Microsoft Dataverse, including entity design, relationships, forms, views, business rules, and security model
• Working knowledge of Model-Driven App development and customization
• Ability to implement light customizations using C#, .NET plugins, custom workflows, Web APIs, JavaScript/TypeScript
• Experience with Power Platform tools including Power Automate and basic exposure to Power Pages (portal configuration and customization)
• Good understanding of integration concepts, including REST/SOAP APIs and experience integrating D365 with external systems (preferably SAP)
• Experience with Azure DevOps for managing user stories, test cases, backlog, and release tracking
• Understanding of software development lifecycle (SDLC), Agile methodology, and UAT processes
• Knowledge of documentation standards including FSD, SDD, use cases, and business process mapping
• Good understanding of security concepts including role-based access, data security, and portal authentication mechanisms 

Soft Skills:

• Good team player skills to be able to work within a global team with shared global responsibilities
• Strong service orientation
• Solution-oriented and structured way of working
• Friendly, communicative and team-oriented player
• Business fluent English skills, spoken and written
• Intercultural competence