Technical Account Manager Intern

Experience: 1–2 Years

Location: Jaipur

Employment Type: Full-Time

Industry: Digital Marketing Agency

Job Overview:

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

Key Responsibilities:

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

Requirements:

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

Key Skills:

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

About Us:

We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy and committed communication company that wants its

clients to always Expect the EXTRA from it. Our primary clientele consists of Startups & Corporates like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, Collive, MTV, Toit, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge team of creative folks, marketers, learners, developers, coders and a puppy momo, who

believe Moshi Moshi is an experience rather than a company.

Why Moshi Moshi?

The learning curve at Moshi Moshi is very high when compared to the industry average and that's primarily because you get to work with Companies / Brand managers / Marketers of different sizes and thought processes who push you to think better and faster. So, Hop on to the ride we dearly call Moshi Moshi and let's Say hello to the world.

PS:- We are also very close to a lot of food joints and breweries, so in case your manager/boss gives you a lot of work or is Expecting the Extra, you can quickly grab a recharge and continue with your

everyday life struggles. We can't do much about the manager!

Job Description:

As a Business Coordinator Intern, your role encompasses various crucial tasks aimed at ensuring smooth communication, efficient lead management, and streamlined operations within the organisation. Here's a refined draft of your responsibilities:

1. Client Communication Management:

- Act as the primary point of contact for incoming client inquiries, promptly addressing their queries and clarifying requirements.

- Utilise effective communication skills to articulate the company's offerings and provide relevant information to potential customers.

2. Lead Allocation:

- Screen the incoming leads and allocate the relevant ones to team members.

3. CRM Utilization and Notification Management:

- Maintain and update the Customer Relationship Management (CRM) platform to ensure accurate recording of client interactions and requirements.

- Manage notification systems to promptly address client inquiries and relay relevant information to the team for further action.

4. Collaboration with Finance Team:

- Establish regular communication channels with the finance team to coordinate invoice generation and payment processing for clients.

- Ensure timely follow-up on payment statuses and address any financial inquiries from clients.

5. Proposal Management and Client Engagement:

- Assist in the creation and distribution of proposals to potential clients, ensuring alignment with their needs and expectations.

- Maintain ongoing communication with clients to provide updates, address concerns, and facilitate any necessary adjustments to proposals or services.

By effectively managing client communications, streamlining lead management processes, leveraging CRM systems, collaborating with the finance team, and maintaining proactive client engagement, you play a vital role in driving business growth and fostering positive client

relationships as a Business Coordinator Intern.

The Mission: TestMu AI

TestMu AI (formerly LambdaTest) is an AI-native platform moving software testing beyond automation into the era of agentic intelligence.

We provide end-to-end AI agents that manage the entire Quality Engineering lifecycle.

• Full-Stack AI Agents: Autonomously plan, author, and execute tests.
• Comprehensive Coverage: Supporting web, mobile, and enterprise apps.
• Real-World Testing: Scale execution across real devices and browsers.
• Continuous Optimization: Self-learning agents that enhance testing depth

What You’ll Own (and Ace)

You're not here to manage. You're here to lead, grow, and wow. Join a company that’s redefining how the world tests software. At LambdaTest, you’ll drive impact at scale and thrive in a high-growth, innovation-first environment.

You’ll Thrive Here If You Have

✅ Account Management Experience:

• 7-12 years of experience in Account Management within SaaS or enterprise technology.

✅ Account Management Skills:

• Proven success in managing large and complex accounts, including C-level stakeholder engagement.
• Strong relationship-building skills combined with commercial acumen.
• Proficiency in CRM tools (e.g., HubSpot, Salesforce) and Excel for account planning.

✅ Bonus Skills:

• Knowledge of DevOps, QA tools, or cloud infrastructure is a plus.

Your Mission

🤝 Relationship Management

• Own key accounts and be their go-to point of contact
• Deep dive into usage patterns, feedback loops, and business needs
• Deliver insights that help clients scale smarter

📈 Business Growth

• Identify and close upsell/cross-sell opportunities
• Drive account renewals, expansions, and product adoption
• Focus on managing and growing Enterprise Accounts with significant revenue potential and intricate stakeholder relationships.



🎯 Performance + Coordination

• Track and report account performance regularly
• Collaborate with internal teams (Sales, CS, Product) to unlock value
• Resolve blockers and challenges without waiting to be asked

What Your Day Looks Like at LambdaTest

• Every day is dynamic, fast-paced, and full of opportunities to make an impact:
• Morning huddle to align goals with your pod
• Strategic calls with enterprise clients to drive engagement
• Deep dive into client metrics to identify new value opportunities
• Syncs with product, sales, and CS to resolve blockers and deliver exceptional service
• Time for learning, mentorship, and driving innovation in client strategies
• Wrap with a performance review and prep for a stronger tomorrow

Meet Your Mentors

Saahil Menoki - VP of Sales, A scale-driven SaaS leader with zero tolerance for mediocrity. Expect mentorship, autonomy, and high-growth momentum.

Growth Timeline at TestMu AI

Your role isn’t a stop, it’s a launchpad.

Here's an overview of what growth looks like here based on your performance:

Perks That Matter

• Comprehensive Health Insurance: 100% premium covered for you + family (spouse, kids, parents), with cashless claims, maternity, and annual check-ups.
• Meals On Us: Fresh, daily lunch and dinner served at the office.
• Cab Facility: Safe, GPS-enabled transport for eligible shifts, home-office-home.
• POD Engagement Budgets: Quarterly team-building budgets to bond, celebrate, and collaborate.
• Flexible Work Culture: Hybrid setup, flexible hours, and WFH reimbursements based on role/team.

Why TestMu AI?

• Real impact, global scale
• A launchpad for leadership
• Inclusive, learning-obsessed culture
• Top-tier perks: Full health cover (incl. parents), fresh meals, safe commute, WFH support

This isn’t just a job. It’s where your career takes flight.

Apply now and start building what’s next.

Apply for this job

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Job Description – Sales Operations Job

Title: Sales Operations Executive

Department: Sales

Role Overview

We are looking for a Sales Operations professional to support our sales team and maintain

strong relationships with existing clients. The role will be responsible for ensuring smooth

day-to-day operations, handling client queries, and managing relationships with existing

channel partners. This is an entry-level role, and freshers are welcome to apply.

Key Responsibilities

• Manage and maintain strong relationships with existing clients.

• Handle client queries and coordinate with internal teams to resolve issues on time.

• Follow up with clients to ensure timely transactions and repayments.

• Manage and maintain relationships with existing channel partners.

• Coordinate with channel partners for regular business opportunities and follow-ups.

• Coordinate with internal teams such as Credit, Operations, Risk, and Finance to ensure

smooth execution.

• Maintain accurate records of client and partner interactions.

• Ensure timely follow-up on pending documents, transactions, and other requirements.

Key Skills & Competencies

● Strong client relationship management skills

● Excellent verbal and written communication

● Good follow-up and coordination skills

● Strong problem-solving and ownership mindset

● Ability to manage multiple clients and priorities

● Understanding of lending, working capital, fintech, or financial services is preferred

● Good analytical and reporting skills

● Proficiency in MS Excel / Google Sheets

● Ability to work effectively with cross-functional teams

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

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.

We are hiring a Client Account Manager to build strong client relationships and ensure smooth delivery of E2M’s services. You will be the primary contact for our agency partners—helping them see value, resolving challenges, and supporting long-term retention and growth.

Key Responsibilities

• Serve as the main point of contact for assigned clients
• Ensure clients receive maximum value from E2M services
• Deliver an excellent client experience and manage escalations
• Coordinate with project managers, developers, designers, and SEO teams for timely delivery
• Gather feedback and represent client needs internally
• Drive renewals, retention, and account growth
• Track account health, budgets, timelines, and profitability
• Build trusted relationships and provide strategic guidance
• Identify risks early and implement solutions
• Collaborate across teams for a seamless client journey

Requirements

• 3–5 years of experience in a digital, creative, or web agency
• Experience managing or delivering web/digital projects
• Strong understanding of web technologies and digital marketing (no coding required)
• Ability to handle multiple accounts and priorities
• Clear and professional communication skills
• Proven record in client retention, growth, and profitability
• Strong relationship-building and stakeholder management skills
• Familiarity with tools like ClickUp, Basecamp, or similar (preferred)
• Ability to work independently and collaboratively
• Experience working with Sales/Pre-sales/Account teams
• Strong presentation skills and attention to detail
• Experience working with North American clients and time zones

The Business Operations team is seeking an intern to help run the daily engine that keeps our sales pods accountable and drives how we scale. This role offers exposure to the full BizOps stack — compliance auditing, process improvement, sales enablement, and the BPM and automation work that is transforming manual operations into streamlined workflows. Ideal candidates are sharp, operations-minded, and eager to build a foundation at the intersection of business operations and process automation. 

Responsibilities: 

• Run daily and weekly compliance audits across our sales-pod SOPs, upholding consistency and quality across every pod 
• Review CRM records - call logs, notes, next steps, task completion, and data completeness - to keep pipeline data accurate and decision-ready 
• Turn audit findings into signal, surfacing the recurring gaps and bottlenecks that point to where process should be tightened, standardized, or automated 
• Feed the BPM and automation initiatives, helping identify manual checks that can move into automated workflows and validating that they work as intended 
• Support sales enablement by helping keep the SOPs, trackers, and playbooks our pods rely on sharp and current 
• Assist with documentation of business processes, workflows, and team procedures