Project Manager - CRM

Role Descriptions: Good dynamics skills 365 skills

Essential Skills: Good dynamics skills 365 skills

Skills: Digital : Microsoft Dynamics 365 CRM Functional

Experience Required: 8-10

7 to 14 years

location bangalore

🔹 Role Overview

We are looking for an experienced Technical Project Manager to lead end-to-end ERP implementation, transformation, migration, integration, upgrade and go-live projects for international customers.

🔹 Key Responsibilities

• Manage ERP projects from discovery and planning through configuration, development, UAT, go-live and hypercare

• Manage scope, timelines, budgets, resources, risks, dependencies and escalations

• Coordinate functional consultants, developers, QA, DevOps and customer stakeholders

• Lead customer meetings, status reviews, UAT and go-live readiness

• Drive fit-gap analysis, integrations, APIs and data migration activities

• Ensure project governance, documentation, RAID logs and delivery reporting

• Manage SIT/UAT, cutover planning, production readiness and post-go-live support

🔹 Must-Have Requirements

✅ 7+ years of IT/ERP project delivery experience

✅ Multiple end-to-end ERP implementation projects

✅ At least one production go-live experience

✅ Strong experience in ERP implementation, migration, integration, UAT and transformation

✅ Customer-facing and cross-functional team management experience

✅ Experience with ERP platforms such as SAP, Microsoft Dynamics, NetSuite, Oracle ERP, Odoo, ERPNext or similar

✅ Strong stakeholder management and communication skills

✅ Excellent English communication skills

⭐ Odoo ERP experience is an added advantage.

🔹 Nice to Have

• International customer experience

• US B1/B2 visa / international travel experience

• PMP / PRINCE2 / Scrum Master / SAFe / ITIL / ERP certifications

• Experience in manufacturing, retail, distribution, supply chain, accounting or CRM

Location: Chakala, Andheri East, Mumbai

Experience: 2-4 Years

Looking for a role where your Zoho CRM expertise can make a real impact?

We're seeking a Zoho CRM Executive who enjoys improving processes, managing CRM data, building automation, and supporting business teams. If you've worked hands-on with Zoho CRM and want to take ownership of CRM operations, we'd love to hear from you.

What You'll Do

• Manage and maintain Zoho CRM on a daily basis
• Create workflows, automation rules, reports, and dashboards
• Support lead management and sales pipeline activities
• Ensure CRM data is accurate, organized, and up to date
• Handle data imports, updates, and cleanup projects
• Work with teams across Sales, Marketing, and Operations
• Support CRM integrations with business tools and platforms
• Identify process improvements and help drive CRM efficiency

What We're Looking For

• 2-4 years of hands-on Zoho CRM experience
• Experience creating workflows and automation
• Strong understanding of CRM data management
• Experience building reports and dashboards
• Good problem-solving and communication skills
• Ability to work independently and take ownership

Nice to Have

• Experience supporting Sales or Marketing teams
• Exposure to CRM integrations
• Experience with CRM process improvement initiatives

Why Join?

• Opportunity to own and improve CRM processes
• Cross-functional exposure across multiple business teams
• High-impact role with visibility and responsibility
• Learning and growth opportunities in operations and CRM management

Apply If You Have

✅ Strong Zoho CRM experience

✅ Experience with workflows, reports, and dashboards

✅ A passion for process improvement and data accuracy

✅ A proactive and solution-oriented approach to work

We're primarily looking for candidates with hands-on Zoho CRM experience.

Key Roles & Responsibilities

1. Client Relationship Management – Conduct meetings with dealership owners, directors, and decision-makers.
2. Product Demonstration – Oversee and conduct demonstrations of AutoVyn ERP, Payroll & HRMS, and other software modules.
3. Project Implementation & Rollout – Ensure smooth implementation, deployment, and go-live of software projects.
4. Software Support Management – Lead the support team, monitor ticket resolution, and ensure timely client assistance.
5. Client–Development Coordination – Communicate client requirements, coordinate enhancements, and track development progress.
6. Team & Task Management – Allocate responsibilities, monitor employee performance, and ensure timely completion of tasks.
7. Client Satisfaction – Handle escalations, maintain client relationships, and improve service quality.
8. Management Reporting – Report operational performance, project status, pending issues, and client feedback to senior management.

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

Role Purpose

The Program Manager is responsible for governing and coordinating multiple customer implementations and support engagements, ensuring successful delivery of IAN products and solutions across customers, teams, and delivery streams.

The role provides portfolio-level oversight across implementation, configuration, integration, quality assurance, data validation, cloud deployment, and support functions while driving delivery excellence, customer satisfaction, operational scalability, and successful business outcomes. The Program Manager works closely with Technical Project Managers, Implementation Architects, Delivery Leads, Product Teams, and Customer Stakeholders to ensure delivery commitments are met.

Key Responsibilities

• Govern and oversee multiple customer implementations and support engagements.
• Manage program-level planning, resource allocation, capacity management, and delivery forecasting.
• Ensure successful delivery of customer commitments, implementation milestones, support obligations, and business outcomes.
• Monitor overall program health, risks, dependencies, budgets, and delivery performance across customers.
• Partner with Technical Project Managers to ensure successful execution of customer implementation projects.
• Work closely with Implementation Architects, Lead Business Analysts, Lead Configurators, Lead Integration, Lead QA, AI & Data Validation Specialists, and Support Delivery Leads to align delivery activities.
• Oversee implementation and adoption of workflow automation solutions leveraging technologies such as n8n, Camunda, Apache Camel, and related orchestration platforms.
• Coordinate environment readiness, deployment planning, release activities, production cutovers, and support transitions.
• Act as the primary escalation point for delivery, support, resource, and customer management issues.
• Drive customer governance meetings, steering committee reviews, executive reporting, and stakeholder communications.
• Track and report implementation progress, delivery performance, resource utilization, risks, and customer satisfaction metrics.
• Ensure smooth transition from implementation to production support and operational ownership.
• Support implementation planning, prioritization, staffing, and delivery optimization initiatives.
• Drive continuous improvement initiatives across delivery, implementation, support, and operational processes.
• Collaborate with Product, Engineering, and Leadership teams to align customer needs with platform capabilities and product roadmap priorities.

Required Skills & Experience

• Bachelor's degree in computer science, Engineering, Information Systems, Business, or related field.
• 18–21 years of experience in technical program management, delivery management, implementation management, or professional services leadership.
• Strong experience in the Property & Casualty (P&C) Insurance domain; Knowledge of Commercial Lines and Specialty Insurance, considered an advantage.
• Experience managing multiple concurrent enterprise software implementations and customer engagements.
• Strong understanding of enterprise software implementation and delivery lifecycles.
• Good understanding of workflow automation platforms, configurable enterprise applications, and implementation-driven delivery models.
• Good understanding of BPMN-based workflow automation, business process orchestration platforms such as Camunda, Flowable, Appian or similar technologies.
• Understanding enterprise integrations, APIs, data migration, and cloud-based solution deployments.
• Understanding of cloud hosting models, environment management, deployment planning, and release coordination across Azure environments.
• Ability to manage delivery dependencies across workflows, integrations, business rules, forms, cloud environments, data validation, and customer onboarding activities.
• Experience managing cross-functional delivery teams comprising Architects, Business Analysts, Configurators, Developers, QA, Data Validation, and Support teams.
• Strong understanding of Agile delivery, release management, customer onboarding, and support transition processes.
• Experience managing customer escalations, delivery risks, budgets, and program dependencies.
• Strong understanding of resource planning, capacity management, utilization tracking, and delivery forecasting.
• Excellent stakeholder management, executive communication, leadership, and decision-making skills.
• Proven experience working with insurance carriers and clients across North America or Europe.

Desired Skills

• Experience with intelligent automation, document processing, AI-enabled solutions, or workflow-driven platforms.
• Experience working with SaaS platforms, InsurTech solutions, or enterprise workflow automation products.

PMP, PgMP, SAFe, PRINCE2, or equivalent program management certification

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

A BIT ABOUT US:

Appknox is one of the top Mobile Application security companies recognized by Gartner and G2. A profitable B2B SaaS startup headquartered in Singapore & working from Bengaluru.

The primary goal of Appknox is to help businesses and mobile developers secure their mobile applications with a focus on delivery speed and high-quality security audits. Appknox has helped secure mobile apps at Fortune 500 companies with major brands spread across regions like India, South-East Asia, Middle-East, US, and expanding rapidly. We have secured 300+ Enterprises globally.

We are a 70+ incredibly passionate team working to make an impact and helping some of the biggest companies globally. We work in a highly collaborative, very fast-paced work environment. If you have what it takes to be part of the team, we are excited and let’s speak further.

The Opportunity:

Customer Success contributes to our efforts to enhance and transform the Appknox customer experience via a customer-centric approach (building and maintaining relationships, proactively identifying potential crises that may be detrimental to the user experience, meeting, and exceeding customer expectations). Thus, helping to differentiate Appknox.This position provides the opportunity to tame different use cases across multiple industries and interact with some of the smartest individuals from other fast-growing companies that are our customers. We see this role requiring an intersection of three key skills – Business Acumen & Problem solving, Product Perspective, and People Skills.

Responsibilities:

• Manage a portfolio of current customers. 
• Understand the customer’s goals, establish a trusted relationship and ensure that they are successful in achieving their business goals using Appknox. 
• Own the customer lifecycle journey from onboarding to adoption, renewal, and growth.
• Organize, analyze, prioritize, and share customer feedback with concerned stakeholders to ensure we always consider the voice of the customer.
• Drive live demos and product implementation for your customers when onboarding and support existing clients on issues and tickets.
• Prepare and collate all materials and participate with customers on QBR exercises to address existing gaps and identify new opportunities/use cases.
• You will be assigned customers from USA and EU+UK (primarily); and will work from 8pm to 5am IST

What An Ideal Candidate Would Look Like:

• 2+ years of working experience in a customer-facing role such as Customer Success, Technical Account Management, Customer Onboarding roles at SaaS companies.
• Good communication skills especially with Enterprise customers from around the globe are necessary.
• Must have experience in upselling, cross selling and gauge customer requirements.
• Must have good presentation skills and hold of understanding customer’s business requirements.
• Will have worked on KPIs - customer retention, upsell revenue, cross sell revenue, QBR(Quarterly Business Reviews), referrals.
• Knows how to be the customer's voice in the company to ensure they get maximum value from upcoming product features.
• Must have experience of tracking product usage and instrumentation for Customer Success Management.
• May have experience driving customer advocacy programs along with Sales and Marketing teams to build customer referral, customer case studies and testimonials.

Work Expectations:

Within 1 month

• You should have a complete hold of the product and value customers are getting from it.
• Interact with at least 5 enterprise customers and receive feedback that we should be focusing on.
• Drive at least 1 QBR from existing customers.

Within 3 months

• You need to have a clear understanding of onboarding customers. 
• Suggest CR(Customer Requests) for the Product team to evaluate and consider in the product roadmap.
• Complete at least 5 QBRs and also engage with 15+ customers from your book of business to ensure they get value ++.
• Understand how to build the engagement pipeline for each of the customers you are owning and document all engagements.
• At least 1 referral from existing customers.

Within 6 months

• You should have discipline and document all of the ongoing discussions. 
• Own CS for your accounts and set up a process that needs to be implemented for better customer experience.
• We need an owner for this position who can in future build the CSM team below to drive overall customer success.

Personality traits we really admire:

• Confident and dynamic working persona, which can bring fun to the team, and sense of humor, is an added advantage.
• Great attitude to ask questions, learn and suggest process improvements.
• Has attention to details and helps identify edge cases.
• Highly motivated and coming up with fresh ideas and perspectives to help us move towards our goals faster.
• Follows timelines and absolute commitment to deadlines.

Interview Process: 

• Round 1 - Profile Evaluation
• Round 2 - Task sent by Appknox, reviewed by Appknox CSM and leadership team.
• Round 3 - Call with the CSM team to review your assignment
• Round 4 - Call with one of the management team members to review your assignment and understand overall your experience and vision on Customer Success.
• Round 5 - HR Discussion

Compensation:

• As per Industry Standards

We prefer that every employee also holds equity in the company. In this role, you will be awarded equity after 12 months, based on the impact you have created.

Please be aware that all your customers will include Enterprises and Fortune 500 companies.

Why Join Us:

• Freedom & Responsibility: If you are a person who enjoys challenging work & pushing your boundaries, then this is the right place for you. We appreciate new ideas & ownership as well as flexibility with working hours.
• Great Salary & Equity: We keep up with the market standards & provide pay packages considering updated standards. Also as Appknox continues to grow, you’ll have a great opportunity to earn more & grow with us. Moreover, we also provide equity options for our top performers.
• Holistic Growth: We foster a culture of continuous learning and take a much more holistic approach to training and developing our assets: the employees. We shall also support you all on that journey of yours.
• Transparency: Being a part of a start-up is an amazing experience, one of the reasons being the open communication & transparency at multiple levels. Working with Appknox will give you the opportunity to experience it all first hand.
• Health insurance: We offer health insurance coverage upto 5 Lacs for you and your family including parents.
• Work Schedule: Flexible working environment with remote work if required.

Job Title: Marketing & Brand Strategy Manager

Location: Arjan Garh, Delhi

Job type: Full time, Onsite

About us: At Timble Glance, our motto, ‘More Data, More Opportunities’, epitomizes our unwavering commitment to equipping forward-thinking enterprises in their battle against fraud. We take pride in building cutting-edge AI solutions to help financial institutions mitigate risk and generate comprehensive data. This data leads to insightful solutions, ensuring effective fraud prevention and risk mitigation.

Key Responsibilities:-

·      Brand Building & Proposition Design: Craft compelling brand narratives and unique value propositions that differentiate Timble and DetoXyFi in competitive markets.

·      B2B SaaS Growth: Scale our SaaS platform through targeted lead generation, funnel optimization, and data-driven marketing strategies.

·      Customer Lifecycle Management: Map and optimize the end-to-end user journey to improve acquisition, retention, and lifetime value (LTV).

·      Omni-channel Marketing: Design and execute integrated campaigns across digital (SEO/SEM, Social, Email) and offline touchpoints.

·      Media Planning & Buying: Strategize and manage media budgets, ensuring optimal ROI through effective channel selection and negotiation.

Stakeholder Management: Act as the primary bridge between Product, Sales, and Leadership teams to align marketing efforts with business goals.

Required Skills & Expertise

• Platform Mastery: Hands-on experience with CRM tools (e.g., HubSpot, Salesforce) and marketing automation.
• Strategic Depth: Proven track record in Media Planning and Brand Architecture.
• Analytical Rigor: Ability to translate raw data into actionable growth insights.
• Communication: Elite storytelling and presentation skills for high-level stakeholder reporting.

Qualifications

·      Experience in Marketing/Brand Management, specifically within the B2B SaaS ecosystem.

·      MBA in Marketing or a related field is highly preferred.

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 (Company): Must currently be working in a B2B SaaS product company.

11

Mandatory (Stability) – Must have a stable tenure record, with recent roles held 2+ years each and no run of consecutive stints under 12 months.

12

Mandatory (Note): CTC is inclusive of variable