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)

About Copado

Copado is the leading DevOps platform for Salesforce, revolutionizing how the world's largest organizations achieve success in their Salesforce deployments. Our mission is to accelerate the Salesforce development lifecycle, support digital transformation, and deliver unparalleled value to our customers. We continuously innovate, ensuring our platform meets the evolving needs of Salesforce developers and operations professionals.

Job Summary

As a Sales Engineer for Copado, you will be responsible for educating customers during the sales cycle, including creating and delivering tailored software demos and architecture presentations.

Key Responsibilities

• Pre-sales support, collaborating with Account Executives on sales opportunities, Solution presentations and demonstrations, including answering technology-related inquiries
• Bid management & RFx responses: Support the completion of RFPs, RFIs, RFQs, and security questionnaires by providing accurate technical responses and solution documentation. Collaborate with internal teams to ensure high-quality submissions.
• Solution workshops, trials, and proofs of concept (POC): Lead technical workshops, product evaluations, and proof-of-concept engagements to validate solution fit and demonstrate business value. Guide customers through successful trial experiences.
• Solution design: Design high-level solution architectures and recommend best practices aligned with customer environments and objectives. Ensure proposed solutions are scalable, secure, and aligned with industry standards.
• Partner support: Provide technical guidance and product expertise to partners during customer engagements and joint sales opportunities. Support partner enablement through demonstrations and solution workshops.
• Marketing event support: Represent Copado at webinars, industry events, conferences, and customer workshops. Deliver product demonstrations and technical presentations to increase market awareness and customer engagement.
• Assist in sales strategy and building customer relationships: Contribute to account strategy by identifying customer challenges, technical opportunities, and growth potential. Build strong relationships with key stakeholders and serve as a trusted technical advisor throughout the sales process.

Requirements

• Minimum 3 years relevant business and technology experience
• Experience with implementing Salesforce and/or Salesforce Certification(s)
• Ability to lead technical presentations, engage the audience, and communicate value
• Demonstrated proficiency in business application design and technology
• Excellent written, verbal, and interpersonal skills
• Energetic self-starter with the ability to work independently
• Willingness to travel to industry events and onsite customer meetings

Qualifications & Experience

• Experience working with Copado
• Technical experience with building solutions on the Salesforce platform
• DevOps experience in the Salesforce space or with other technology stacks
• Prior experience in software pre-sales, consulting, or development
• Experience with the SDLC and Release Management
• Prior experience with data integration projects and data privacy requirements

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.

Key Responsibilities

1. Solutioning & Proposal Development

•   Partner with Senior SMEs and Practice Leads to design end-to-end Data & AI solutions for client pursuits — contributing to structure, content, and commercial framing.

•   Build client proposals, solution documents, and program structures that are well-organized, accurate, and ready to use without significant rework.

•   Translate client requirements into structured, outcome-oriented learning journeys — adoption, capability uplift, and measurable business outcomes, not just module lists.

•   Support customized offerings across Data Engineering, AI / ML, and GenAI and Agentic AI tracks; help assemble pursuits from existing accelerators rather than rebuilding from scratch.

2. Client Engagement Support

•   Participate in client discussions, discovery calls, and requirement-gathering sessions — capture context with the rigour that makes the next conversation sharper.

•   Convert business needs into solution frameworks and delivery models with guidance from Senior SMEs; document customer priorities so Practice and Sales can act on them.

•   Support pitch decks, case studies, and success stories — buyer-specific, visually clean, and aligned to how the customer thinks about their own problem.

•   Stay engaged through the proposal cycle and handoff to delivery; ensure no requirement gets lost between discovery and execution.

3. Content & Program Structuring

•   Assist in designing curriculum outlines, learning journeys, and hands-on lab structures that hold up against real-world enterprise contexts.

•   Work with internal and external SMEs to ensure content aligns with current industry trends, real use cases, and business outcomes — not generic technology overviews.

•   Maintain a library of reusable program structures, slide assets, and case study inserts; flag gaps in the existing content library proactively.

4. Research & Market Intelligence

•   Track trends across the AI / GenAI / LLM ecosystem and Data Engineering & Analytics — translate findings into usable inputs for outreach, pitching, and offering design.

•   Identify new solution opportunities and product ideas based on market signals, customer asks, and competitor moves.

•   Benchmark StackRoute's offerings against competitors; surface gaps and differentiation angles for Senior SMEs and Practice Leads to act on.

5. Internal Collaboration

•   Work fluidly with Delivery, Sales, and external SMEs to ensure solutions designed on paper actually work in delivery — surface feasibility risks early, not late.

•   Coordinate inputs across Practice teams during pursuit cycles; hand off to delivery with documentation that captures customer commitments and success metrics.

Must Have Technical & Functional Skills

•   Good understanding of terminologies in Data Engineering (ETL, pipelines, data lakes), Data Analytics & BI concepts, and Machine Learning fundamentals, AI tools ( not technical expertise but L1-L2 knowledge should be present from application standpoint).

•   Awareness of GenAI / LLM vocabulary — prompt engineering, RAG, APIs — with enough depth to hold a credible first conversation with a technical stakeholder.

•   Strong PowerPoint skills (client-ready decks), Excel for effort estimation and costing basics, and structured documentation — proposals, SoWs, one-pagers.

•   Strong problem-solving and structured thinking — breaks complex requirements into clear, communicable solutions.

•   Comfortable communicating with both technical and non-technical stakeholders; good storytelling and presentation instincts; understanding of L&D context is a plus.

Qualifications & Experience

Required:

•   5-15 years in the education products, or in solutioning, pre-sales, or consulting roles with exposure of 3-5 years in Data/AI/Analytics.

•   Bachelor's or Master's in Computer Science, Data Science, Engineering, or a related discipline.

Nice to Have competences:

•   Prior pre-sales, proposal writing, or design development experience.

•   Certifications in cloud, data, or AI platforms (AWS, Azure, GCP, or model-provider certifications).

Core Competencies

·      Structured Thinking: Organises ambiguous client and technical inputs into logical, buyer-relevant narratives. Builds proposals that flow from problem to solution.

·      Solution Articulation: Translates Data & AI capabilities into crisp, persona-specific stories. Adapts the pitch for a CTO, L&D Head, or BU Head without losing substance.

·      Research & Synthesis: Gathers and distils large volumes of information into sharp, usable outputs. Knows what to include and what to leave out.

·      Written Communication: Writes a tight brief, a clean slide, and a clear email. Adapts register from internal working notes to buyer-facing collateral.

·      Curiosity & Learning Agility: Picks up new tools, concepts, and sectors quickly. Tracks AI / GenAI shifts proactively rather than waiting to be told what to read.

·      Bias for Action: Ships a useful 10-slide deck on time rather than a polished 20-slide deck that's late. Comfortable with iteration over perfection.

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

We’re looking for a closer/sales expert. You’ll be taking around 5 to 6 thirty-minute calls each workday with potential clients, to help them make the decision of whether to enroll in our product (a coaching program that helps them land a job in management consulting). All calls are inbound. This job is 100% remote. Work hours are flexible and & you can build your schedule how you want. You have autonomy. The role is based on quick conversations, where you get to give your insights and help people make the right choice. It will be a commission heavy role (less base, more commissions).

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.

• Prepare Solution Design and Bill of Materials (BoM) for proposed networking solutions.
• Conduct Partner and End-Customer Meetings/Trainings to support technical enablement.
• Deliver Product PoCs (Proof of Concept) and Product Demonstrations to partners and customers.
• Conduct Site Surveys and client analysis to understand customer infrastructure and requirements.
• Qualify sales leads into actionable opportunities in coordination with the sales team.
• Assist the sales team with product overviews and technical positioning during the sales cycle.
• Work closely with vendor (Juniper Networks) and customer teams to align on technical requirements and solution fitment.
• Respond to or create RFPs/RFIs as part of the technical pre-sales process.

Experience: Minimum 4 Years

• Strong presentation and training skills.
• Sound understanding of Wireless, Switching, Routing, and SDN technologies and terminologies.
• Certification in Juniper products and solutions preferred; essential hands-on experience.
• Excellent verbal and written communication skills with a consultative approach.
• Ability to explain technical concepts clearly with strong presentation skills.
• Problem-solving ability with a focus on addressing customer pain points.
• Customer-oriented mindset with adaptability and continuous learning.
• Effective time management, multitasking, and team collaboration abilities.
• Strong understanding of enterprise networking infrastructure covering Wireless/Switching/Routing/SDN; knowledge of Juniper Networks products is an added advantage.