Solution Consultant

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)

We are looking for a highly experienced Senior Salesforce Consultant / Salesforce Architect with strong expertise in Salesforce architecture, solution design, enterprise discovery, platform assessment, data analysis, integrations, and business process transformation.

The consultant will bring deep Salesforce platform expertise to the discovery and transformation team, supporting requirements gathering, assessment of existing Salesforce environments, data and process analysis, platform rationalization, and evaluation of Salesforce as a potential target platform.

The ideal candidate should be comfortable engaging with both business and technical stakeholders and translating complex business requirements into practical Salesforce capabilities and target-state solutions.

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.

About AbleCredit

AbleCredit helps banks, NBFCs, and housing finance companies make faster, better-informed lending decisions through technology-enabled field verification, income estimation, borrower verification, and post disbursement portfolio monitoring. Our solutions enable financial institutions to improve operational efficiency, reduce risk, and accelerate lending decisions.

The Role

We're looking for a Manager – Pre-Sales & Solution Consulting to bridge the gap between customer requirements and our product capabilities.

As part of the Sales team, you will engage with prospective clients to understand their business processes, lending workflows, and operational challenges. You will evaluate solution feasibility, define the scope of Proof of Concepts (POCs), and work closely with Product, Engineering, and Operations teams to design solutions that align with customer requirements.

This role is ideal for someone who enjoys solving business problems, collaborating across teams, and translating customer needs into practical product solutions. While you will work closely with the Sales team, your primary responsibility is to ensure technical and business feasibility before a commercial commitment is made.

What You'll Do?

• Understand prospective clients' lending workflows, operational processes, and business challenges through discovery sessions.
• Gather, analyse, and document business requirements to determine how AbleCredit's platform can address customer needs.
• Conduct feasibility assessments for new client use cases and identify any product or implementation gaps.
• Define the scope, objectives, success criteria, assumptions, and timelines for client POCs.
• Collaborate closely with Product, Engineering, Operations, and Sales teams to design practical and scalable solutions.
• Recommend configuration approaches or process improvements based on customer requirements.
• Identify implementation risks, dependencies, and constraints early in the sales cycle.
• Support customer meetings by presenting solution workflows, product capabilities, and proposed approaches.
• Coordinate internal stakeholders to ensure POCs are well planned and executed as designed.
• Create clear solution documentation, requirement specifications, process flows, and implementation notes.
• Provide structured customer feedback to Product teams to support future product enhancements.
• Ensure a seamless handover of validated opportunities to the implementation or Customer Success teams once commercial discussions begin.

What We're Looking For?

• 2–4 years of experience in Pre-Sales, Solution Consulting, Solution Engineering, Business Analysis, Product Consulting, Implementation Consulting, or a similar customer-facing role within a B2B SaaS, FinTech, or enterprise technology environment.
• Strong experience gathering business requirements and translating them into solution designs.
• Ability to understand business processes and evaluate solution feasibility.
• Excellent communication and stakeholder management skills with the ability to engage business and operational teams.
• Strong analytical and problem-solving abilities with attention to detail.
• Experience coordinating with cross-functional teams including Product, Engineering, Operations, and Sales.
• Ability to manage multiple customer engagements simultaneously in a fast-paced environment.
• Comfortable preparing documentation such as business requirements, solution proposals, process flows, and POC plans.

Nice to Have

• Experience working with banks, NBFCs, lending platforms, or other BFSI organisations.
• Understanding of lending operations, credit workflows, field verification, or loan origination processes.
• Experience supporting enterprise software implementations or Proof of Concepts.
• Familiarity with APIs, system integrations, or workflow automation concepts.
• Experience using CRM and project management tools.

What Success Looks Like?

• Customer requirements are accurately understood and translated into well-defined solution plans.
• Feasibility assessments are completed with minimal rework during implementation.
• POCs are scoped clearly with realistic timelines and measurable success criteria.
• Strong collaboration between Sales, Product, and Engineering throughout the pre-sales lifecycle.
• Smooth transition of qualified opportunities to implementation teams with complete documentation and minimal knowledge gaps.

Job Summary

We are looking for a motivated and result-oriented Sales Consultant to drive business growth through both virtual and direct sales channels. The role involves identifying potential customers through our application, understanding their requirements, presenting suitable solutions, building strong client relationships, and converting prospects into customers.

The ideal candidate should be confident in communicating with customers through phone, video calls, email, and in-person meetings, with a strong focus on achieving sales targets.

Key Responsibilities

1. Lead Generation & Prospecting

• Identify and generate new business opportunities through online and offline channels.
• Contact prospective customers through calls, emails, WhatsApp, social media, and other digital platforms.
• Maintain and regularly update the sales pipeline.

2. Virtual / Inside Sales

• Conduct sales discussions through phone calls, video conferences, email, and other digital platforms.
• Understand customer requirements and recommend appropriate products/services.
• Conduct online product/service demonstrations and presentations.
• Follow up with leads regularly and move prospects through the sales cycle.
• Handle customer queries and provide timely information.
• Provide support in packaging of ecommerce orders.

3. Direct / Field Sales

• Meet prospective and existing customers in the outlet by fixing the appointment to understand their business requirements.
• Conduct face-to-face presentations, demonstrations, and negotiations.
• Attend business meetings, networking events, exhibitions, and other sales activities as required.

Required Skills & Competencies

• Excellent communication skills.
• Strong interpersonal and relationship-building skills.
• Good presentation and negotiation abilities.
• Confidence in conducting both virtual and face-to-face sales meetings.
• Strong persuasion and customer-handling skills.
• Ability to understand customer requirements and recommend suitable solutions.
• Good follow-up and time-management skills.

Qualification

• Any Degree.

Experience

Preferred: 1–4 years of experience in sales, business development, inside sales, field sales, or a customer-facing role.

Freshers with strong communication, confidence, and a willingness to learn may also be considered.

Job Title: Associate Solution Design / Pre-Sales Consultant – Logistics SaaS

Location:

Bengaluru (On-site)

Experience Required:

2–3 years in Pre-Sales / Business Analysis / Solution Consulting / Supply Chain Technology

About the Role

We are looking for an enthusiastic and detail-oriented Associate Solution Design / Pre-Sales

Consultant to support our sales team in crafting effective logistics solutions for prospective

clients.

This is an excellent opportunity for someone early in their career to gain hands-on

experience in solutioning, client interactions, and SaaS-based logistics platforms, while

working closely with senior solution consultants and enterprise sales teams.

Key Responsibilities

 Work with Sales and senior consultants to gather and understand client

requirements

 Assist in designing solution workflows across shipping, order processing, and

warehouse operations

 Support in creating solution documents, BRDs, and process flow diagrams

 Participate in client calls, discovery sessions, and product demonstrations

 Help prepare RFP/RFI responses and proposal documents

 Collaborate with Product and Tech teams to understand platform capabilities and

constraints

 Assist in integration scoping (APIs, SFTP, ERP/WMS connections)

 Ensure smooth handover to implementation teams with proper documentation

 Contribute to building demo environments, use cases, and reusable assets

Required Skills & Qualifications

 2–3 years of experience in Pre-Sales / Business Analyst / Implementation / Solution

Support roles

 Basic understanding of logistics and supply chain processes (shipping, warehousing,

order management)

 Familiarity with SaaS platforms and system integrations

 Good analytical and problem-solving skills

 Strong communication skills and ability to interact with clients

 Experience in creating process flows, documentation, or requirement gathering

Preferred Qualifications

 Exposure to Logistics SaaS / eCommerce / supply chain domain

 Basic understanding of APIs, SFTP, or data exchange concepts

 Experience working with ERP systems (SAP, Oracle, etc.)

Key Competencies

 Willingness to learn and adapt quickly

 Strong attention to detail

 Love for Solving Problems

 Ability to work collaboratively with cross-functional teams

 Structured thinking and documentation skills

What You’ll Gain

 Hands-on exposure to end-to-end pre-sales and solution design

 Opportunity to work with enterprise clients and modern SaaS platforms

 Mentorship from experienced solution consultants and sales leaders

 Fast-track growth into Solution Consultant / Pre-Sales Lead roles

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

Job Description

Job Title: Sales Representative – IT / B2B SaaS

Location: Mumbai, India (Hybrid / On-site)

Employment Type: Full-time

Experience Level: 3+ Years

Department: Sales & Business Development

About the Role

We are seeking an ambitious, results-driven Sales Representative with a proven track record in B2B IT / SaaS Sales to join our team in Mumbai. In this role, you will manage end-to-end sales cycles — driving outbound prospecting, qualifying inbound leads, conducting product demonstrations, and closing deals. If you are proactive, thrive in a target-driven environment, and excel at translating technical value into clear business ROI for decision-makers, we'd love to connect.

This role requires hands-on field sales experience — you should be comfortable meeting clients in person, conducting on-site visits, and closing deals face-to-face in addition to remote/virtual selling.

Key Responsibilities

• Pipeline Generation & Prospecting: Execute strategic outbound outreach (cold emailing, LinkedIn networking, cold calling, and in-person field visits) targeting mid-market and enterprise decision-makers (CTOs, CIOs, Heads of Sales/Marketing, Founders).
• Inbound Lead Conversion: Promptly engage, qualify, and convert marketing-generated inbound leads into active sales opportunities.
• Product Discovery & Demo: Conduct consultative discovery calls and on-site/in-person product walkthroughs to identify prospect pain points and deliver tailored demos.
• Field Sales & Client Visits: Travel for client meetings, site visits, and relationship-building activities within Mumbai and surrounding regions as required.
• Negotiation & Closing: Build commercial proposals, lead contract negotiations, manage objection handling, and consistently close deals to meet/exceed quarterly quota targets.
• CRM & Pipeline Hygiene: Maintain accurate and up-to-date records of all deals, activities, and forecasts in the CRM (e.g., HubSpot / Salesforce).
• Market Feedback: Work closely with Marketing and Product teams to share customer feedback, competitive insights, and market trends.

Key Qualifications & Skills

• Education: B.Tech / B.E. graduate is mandatory. (A technical/engineering background helps in translating product capability into client-facing business value.)
• Experience: Minimum 3+ years of direct selling experience in B2B Tech / IT Services / SaaS, with demonstrated field sales exposure (on-site client visits, in-person demos/negotiations — not purely remote/inside sales).
• Proven Track Record: Demonstrated history of consistently meeting or exceeding individual sales quotas and pipeline generation targets.
• Sales Acumen: Strong grasp of consultative and solution-selling methodologies (e.g., MEDDPICC, BANT, SPIN).
• Communication: Exceptional verbal, written, presentation, and active listening skills.
• Mindset: Highly self-motivated, resilient, comfortable with ambiguity, willing to travel locally for client meetings, and able to work independently.
• Location: Based in or willing to relocate to Mumbai.

Responsibilities:-

● Conduct in-depth product demos for potential clients, showcasing the value of our B2B SaaS solutions.

● Engage with leads generated from cold calling to understand their business processes, pain points, and requirements.

● Tailor product demos to align with the specific needs and challenges of each prospect.

● Collaborate with the pre-sales and technical teams to ensure a seamless experience for the client.

● Stay updated on product features, industry trends, and customer needs.

● Provide feedback to the product development team based on customer interactions.

● Regularly update CRM systems with relevant information and progress updates.

Requirements:-  

● 3 to 5 years of relevant experience in B2B sales — especially in:

○ SaaS / CRM / Software product companies

○ Travel Tech (DMCs, GDS, or supplier aggregators)

○ Enterprise or SMB sales to businesses (not end consumers)

● Experience in delivering product demos, preferably for B2B SaaS solutions.

● Bachelor’s/Master’s or MBA degree in Sales / Marketing / International Business / Travel & Tourism Management

● Must be fluent with tools like Google Meet, CRM, WhatsApp Business, and LinkedIn outreach

● Strong product demo skills, good spoken English, ability to explain value in simple business terms

Benefits:-

● Competitive salary and performance-based bonuses.

● Opportunity to work with a dynamic and innovative team in a fast-growing startup environment.

● Chance to work directly with CXOs and set up the core business development vertical for the organisation.

● Continuous learning and development opportunities.

As a Solutions Engineer/Sales Engineer, you will act as a trusted technical advisor to prospective customers in the US market. You will own the technical evaluation journey end-to-end, from the first discovery call to closing the deal, by demonstrating how our platform solves real-world data integration challenges. This role involves working closely with global customers (primarily North America ), designing scalable architectures, running tailored product demos, and building proofs-of-concept that showcase value.

Responsibilities:

• Run technical discovery calls with Heads of Data, Data Engineering Managers, and CTOs to understand their stack, pain points, and constraints. These are global conversations, primarily with customers in North America and Europe, and you will own them end-to-end.
• Design and present reference architectures showing how Hevo fits into their existing data stack (e. g., Salesforce, Postgres, GA4 Snowflake, dbt).
• Run live product demos tailored to the customer's stack. These are not scripted walkthroughs. You will need to read the room, adapt on the fly, and handle unexpected technical questions with confidence.
• Own the technical evaluation from the first conversation to the closed deal by addressing deep technical questions and earning trust with engineering teams.
• Build proofs-of-concept by configuring real pipelines from source systems (Salesforce, Outreach, Postgres, MySQL) into destinations like Snowflake or BigQuery.
• Develop deep expertise in the data integration landscape, including native solutions from AWS, GCP, and Azure (AWS Glue, Azure Data Factory, Google Cloud Dataflow) as well as other data pipeline and integration platforms, and articulate Hevo's technical advantages in a way that lands with both technical and non-technical buyers.
• Partner with Account Executives to drive technical wins and with Customer Success to ensure smooth handoffs after a deal closes.
• Share customer feedback and patterns with Product and Engineering to influence the roadmap.

Requirements:

• 2 to 6 years of hands-on experience as a Data engineer, Analytics engineer, ETL/ELT developer, or Data warehouse engineer.
• Experience building and operating real data pipelines in production, including handling source schema changes, failures, and reliability issues.
• Strong fundamentals in SQL and at least one cloud data warehouse (Snowflake, BigQuery, or Redshift).
• Experience with at least one orchestration or transformation tool (Airflow, dbt, or similar).
• Exceptional communication and presentation skills.
• This is non-negotiable. You will be the face of Hevo's technical capability to a global customer base. That means:
• Your spoken English is clear, confident, and easy to follow for an international audience.
• You are comfortable presenting to groups of 5 to 15 people, including senior technical leaders, over video calls.
• You can structure a technical narrative, not just answer questions but guide a conversation toward the right conclusion.
• You can hold your own when a customer pushes back or challenges your recommendation.
• You have presented or demoed something technical to an audience before, in any context: internal reviews, client calls, meetups, or conferences.
• Genuine interest in customer-facing work, even if you have not done it formally before.

Good to have:

• Experience with CDC tools or data integration platforms, whether cloud-native (AWS Glue, Azure Data Factory, or Google Cloud Dataflow) or third-party pipeline and integration tools.
• Exposure to multiple source system types such as CRMs, ad platforms, SaaS APIs, and OLTP databases.
• Public technical writing, conference talks, or open-source contributions.
• Prior experience in customer conversations, even informally. For example, presenting to internal stakeholders or analytics teams or working with international teams across time zones.