
Job Title: Senior Program Associate
Location: Vashi, Navi Mumbai (On-site)
Experience: 2–5 Years
Type: Full-time
About Grexa
Grexa AI is a venture-backed startup on a mission to build the world’s first Marketing AI Platform for small businesses — a fully autonomous system that drives Real Revenue by automating and optimizing digital marketing.
Founded by 4 seasoned IIT alumni and former Testbook Founders/CXOs (who scaled Testbook into a $30Mn ARR business with 1,000+ employees, successfully acquired by a leading edtech company), the team brings deep product expertise, execution speed, and a proven track record of building at scale.
We’re funded, building fast, and assembling a high-performing team to disrupt the global digital marketing space from India. If you’re excited to solve real problems and build transformative AI products — this is your calling.
About the Role
We are looking for a Senior Program Associate to take ownership of client success and operational excellence at Grexa AI. This role sits at the intersection of strategy, operations, and client engagement — you’ll ensure that businesses onboarded onto Grexa are not just activated but are actively thriving and scaling through our platform.
You’ll work cross-functionally with product, growth, and leadership teams to design processes, analyze engagement data, and ensure that Grexa becomes a key driver of success for our clients.
If you’re detail-oriented, analytical, and thrive in fast-paced, high-impact environments — you’ll fit right in.
Key Responsibilities
- Create and implement scalable processes to deeply understand client businesses and ensure seamless onboarding and activation
- Continuously monitor client engagement metrics to identify opportunities for optimization and proactively drive platform adoption
- Serve as the strategic bridge between clients and internal teams — ensuring clear communication and fast issue resolution
- Champion the voice of the client by gathering feedback and turning it into actionable insights for product and process improvement
- Strategically identify growth and upsell opportunities within client accounts to drive retention and revenue expansion
- Build and maintain operational dashboards and reporting frameworks to measure program performance
- Collaborate with the founding and leadership teams to refine client journey strategies and ensure alignment with company goals
Requirements
- 2–5 years of experience in Program Management, Customer Success, Operations, or Growth roles, ideally in a product-based startup or SaaS company
- Proven experience in driving renewals, upselling and cross selling.
- Demonstrated experience in designing and scaling processes that improve efficiency and client outcomes
- Strong analytical and problem-solving skills, with a focus on execution and results
- Excellent communication, coordination, and stakeholder management skills
- Hands-on proficiency in CRM systems, Excel/Sheets, and marketing or automation tools
- Highly proactive, detail-oriented, and comfortable working in dynamic environments
Why Join Us
- High-Growth Environment: Take real ownership and make an impact from day one — this is more than a role, it’s a launchpad for your career.
- Direct Collaboration: Work directly with founders and cross-functional teams on key client programs and business-critical initiatives.
- Startup Agility, Structured Growth: Experience the pace of a startup with the support of processes designed for scalability.
- Learning & Mentorship: Access direct mentorship from leaders who’ve built multi-million-dollar businesses.
- Cutting-Edge Technology: Work with AI-driven marketing automation products transforming small business growth.
- Meaningful Impact: Be part of a mission that’s redefining how small and medium businesses scale globally.

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Position Summary
We are seeking an experienced Business Analyst with strong techno-functional expertise in Capital Markets, Investment Banking, Asset Management, and Risk Management. The ideal candidate will have hands-on experience across the full trade lifecycle, UAT leadership, risk frameworks, FIX protocol, and digital transformation initiatives. This role requires close collaboration with front, middle, and back-office stakeholders, IT teams, and external vendors to deliver critical business and regulatory solutions.
Key Responsibilities
Business Analysis & Requirements Management
· Lead requirements gathering, documentation (BRD, FRD, User Stories), workflow mapping, and gap analysis.
· Conduct JAD sessions with Trading Desks, Portfolio Managers, Risk, Compliance, and Technology teams.
· Translate business requirements into detailed functional specifications and acceptance criteria.
· Manage and prioritize product backlogs using Agile/Scrum methodologies.
Trade Lifecycle & Capital Markets Expertise
· Support end-to-end trade flows across Equities, Derivatives, Fixed Income, Forex, Options, ETFs, Private Equity, and Structured Products.
· Validate front-to-back trade processes including order placement, execution, allocations, settlement, reconciliation, and reporting.
· Work with OMS/EMS platforms, market connectivity, and brokerage systems.
Risk Management (Market, Model, Liquidity, Credit)
· Analyze VaR, stress testing, scenario analysis, exposure calculations, and liquidity metrics (LCR/NSFR).
· Contribute to market risk policy formulation, governance, and regulatory compliance.
· Identify risk hotspots, process gaps, and control weaknesses with actionable remediation plans.
· Support regulatory reporting including Mark-to-Market and Notional Change requirements.
UAT, QA & Testing Leadership
· Lead end-to-end UAT cycles for trading, risk, and investment applications.
· Create test plans, test cases, and defect logs; track issues through JIRA until closure.
· Perform regression, functional, and production validation testing.
· Coordinate with QA, development teams, and Front Office for seamless deployment.
FIX Protocol & System Integrations
· Gather and validate FIX requirements for OMS/EMS integration.
· Support FIX message mapping, configuration, certification, and UAT.
· Collaborate with brokers, exchanges, and internal development teams for connectivity and workflow enhancements.
Client Management & Onboarding (Buy-side/Sell-side)
· Manage onboarding for clients such as Hedge Funds, Family Offices, Asset Managers, and Prime Brokers.
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Project & Stakeholder Management
· Drive project plans, milestones, and sprint activities (Planning, Grooming, Stand-ups, Retrospectives).
· Ensure alignment between business needs and technology delivery.
· Prepare executive-level dashboards, presentations, and risk summaries for senior stakeholders.
Skills & Competencies
Technical Skills
· Tools & Platforms: Bloomberg, Refinitiv, FactSet, BlackRock Aladdin, Robinhood, IRIS, Falcon
· Databases: SQL, Excel (advanced), data reconciliation tools
· Project Tools: JIRA, Monday.com, Confluence, MS Visio, Axure
· Risk Systems: VAR models, stress testing tools, exposure monitoring systems
Core Competencies
· Strong stakeholder management & communication
· Business rules analysis & functional documentation
· UI/UX requirement mapping
· Data migration & system integration
· Analytical thinking & problem-solving
· Cross-functional collaboration
Qualifications
·
9+ years of experience in Capital Markets, Investment Management, and Trading/Risk Systems.
·
· MBA Finance (preferred) / BBA Finance.
· Certifications:
o NISM – Equity, Derivatives, Options Strategies
o CFI – Fixed Income Fundamentals
o Microsoft – Career Essentials in Business Analysis
o FRM (GARP) – Pursuing
Preferred Experience
· Working on end-to-end trading platform implementations.
· Exposure to Hedge Funds, PMS, AIF, Private Equity, and Wealth Management workflows.
· Knowledge of regulatory frameworks (Basel II–IV, SEBI, Risk Governance).
· Experience authoring policies, SOPs, and process documentation.
Soft Skills
· Excellent verbal and written communication.
· Strong analytical and quantitative capabilities.
· Ability to translate technical concepts to business stakeholders.
· High ownership, deadline orientation, and team collaboration skills.
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Founded by Columbia University alumni, TrialX is a life-sciences technology company empowering every citizen to contribute to health research—on Earth and in space. Our SaaS platform streamlines patient recruitment, remote data collection, and participant engagement for pharmaceutical sponsors, CROs, and academic medical centers.
Our Values
Customer Delight - We obsess over outcomes that improve patients’ lives and sponsors’ success.
Product Excellence - We craft secure, reliable, beautifully simple products that users love.
Restless Innovation - We hack, prototype, and iterate—never satisfied with “good enough".
Lifetime Learning - We read, test, share, and teach—growing ourselves as we grow the company.
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You will serve as the servant-leader for a single, dedicated Product Engineering team that ships releases on a fixed cadence. Your mission is to run the team’s Scrum ceremonies, uphold our SDLC and software-validation standards, and keep the release train running predictably and transparently.
Responsibilities & Impact
Focus Area
What You’ll Do
Cadenced Release Delivery
Own the release calendar; lock sprint goals and ensure each increment meets Definition of Done and validation requirements. Coordinate cut-over tasks with DevOps and QA.
Scrum Facilitation
Plan and run all ceremonies—Sprint Planning, Daily Stand-ups, Backlog Refinement, Reviews, and Retrospectives—ensuring time-boxing and clear outcomes.
Team Coaching & Continuous Improvement
Coach the team in Agile principles, foster self-organization, and turn retro feedback into actionable experiments that raise velocity and quality.
Backlog Stewardship
Partner with the Product Manager to keep the backlog groomed, prioritized, and understood. Confirm that user stories are INVEST-ready before sprint commitment.
Risk & Impediment Management
Surface blockers early, own their resolution, and communicate impact on scope or timeline to stakeholders.
Jira & Reporting Excellence
Configure and maintain Jira workflows, boards, dashboards, and automated reports (velocity, burndown, cycle time). Provide crisp weekly status summaries.
Documentation & Validation
Ensure sprint artifacts—user stories, acceptance criteria, test evidence, release notes—are complete, version-controlled, and audit-ready under HIPAA/GDPR/21 CFR Part 11 guidelines.
Qualifications
- 3–5 years as a Scrum Master or Agile Project Manager for a product engineering team
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- Expert-level Jira skills: custom workflows, JQL, dashboards, Advanced Roadmaps, REST API integrations
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Bonus Points
- Experience with life-sciences or eClinical products
- Background supporting SOC 2 or GDPR audits
What Success Looks Like in 12 Months
- Predictable Velocity – Team velocity varies by ≤ 10 % across four consecutive sprints.
- On-Time Releases – 95 % of planned increments ship on schedule with no critical defects escaping to production.
- Audit-Ready Artifacts – Validation evidence packages are compiled within 48 hours after each release.
- Process Uptick – Retro action items achieve ≥ 70 % completion by the next sprint, resulting in measurable gains in cycle time or quality.
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Employment Type: Full-Time
Shift Type: Rotational Shifts with Weekly Offs
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Permanent website: www.amazech.com
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Exp: 3yrs to 7 yrs.
Job Location: Hyderabad
Notice: Immediate / within 30 days
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2. Experience in developing lambda functions with AWS Lambda
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Key Account Handling Capability (Schools, College, Institutions).
Keen Interest in current Market trends.
Go Getter, keen to learn and grow in the dynamic digital environment
Excellent Communication Skills
Sound Understanding of Tech based products
Experience in sales/ EdTech industry
Role Requirement:
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Key Account Handling
Client Interaction
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