Visualizer – Pitches & Proposals

Make outbound sales calls to prospective customers from provided leads and databases.

Promote financial products such as personal loans, business loans, insurance and investment solutions.

Explain product details, benefits, interests rates, and eligibility criteria  Identify customer requirements and suggest appropriate financial solutions.

 Follow up with the leads and maintain a strong conversion pipeline.

 Achieve assigned sales targets and KPI’S on a daily and monthly basis.

Job Overview

We are seeking a proactive and analytical Salesforce Administrator to own our Salesforce CRM and ensure it works seamlessly with our financial systems. The ideal candidate will manage day-to-day configuration, maintain high-quality data, automate accounting-related workflows (like quote-to-cash), and act as a bridge between the Sales and Finance departments. 

Key Responsibilities

• Salesforce Administration & Accounting Integration:
• Oversee daily operations of the Salesforce org, including managing users, profiles, roles, and security.
• Maintain and optimize integrations between Salesforce and accounting software (e.g., QuickBooks, NetSuite, Certinia) to ensure seamless data flow.
• Automate the quote-to-cash process, from opportunity closing to invoice generation.
• Data Integrity & Reporting:
• Ensure data accuracy between Sales and Finance, performing regular data audits to detect and resolve discrepancies.
• Create advanced custom reports and dashboards for financial forecasting, revenue recognition, and sales performance.
• Manage custom objects, fields, and validation rules related to financial tracking.
• Process Improvement & Automation:
• Develop and maintain complex Flows to automate financial approvals, contract management, and billing triggers.
• Collaborate with the finance team to translate business requirements into technical solutions.
• User Support & Training:
• Provide support for technical issues, acting as the point of contact for all internal user Salesforce requests, specifically regarding finance-related queries.
• Train team members on using Salesforce for accurate data entry. 

Required Knowledge, Skills, and Abilities

• Certifications: Certified Salesforce Administrator (required); Certified Advanced Administrator or CPQ Specialist (preferred).
• Experience: 2–4 years of experience as a Salesforce Administrator, preferably with exposure to accounting or financial services, or a strong background in financial/accounting systems.
• Technical Skills: Deep knowledge of Salesforce configuration, including Data Loader, Flow Builder, and Validation Rules.
• Accounting Understanding: Understanding of basic accounting principles (accounts payable/receivable, invoicing, revenue recognition) is a strong plus.
• Soft Skills: Strong analytical skills, attention to detail, and the ability to communicate technical information to non-technical users. 

Why This Role Matters

This position is critical for bridging the gap between sales activity and financial reporting, allowing for faster, more accurate revenue recognition and improved operational efficiency.

• Strong CS fundamentals in OOD, DS, Algorithms and Problem Solving for a wide variety of problem spaces and technologies
• Expert coder in any modern language such as Java, Golang or Scala.
• Experience in working with Product and Engineering leaders to drive and implement platform and product vision.
• Ability to leverage deep and wide knowledge of technology stack to recommend appropriate architecture and design solutions, and provide technical leadership to a team of rock star Software Engineers.
• Can translate the impact of design choices on non-functional attributes like scalability, performance, availability and security.
• Experience in providing leadership, career guidance, performance management, prioritization and personnel management for minimum team size of 10.
• Experience creating large-scale, multi-tiered, distributed web applications with databases, and designing web services, APIs, data models and schemas, using SQL or NoSQL.
• Experience with Cloud environments, such as AWS.
• Comfortable in Windows and Linux environments.
• Comfortable with different data storage solutions such as Postgres, Oracle, SQL Server, ElasticSearch, SQL, Hadoop, or MongoDB.
• Experience delivering high quality software following continuous delivery and using code quality tools (JIRA, GitHub, Jenkin, Hudson, Sonar, PMD, Checkstyle, Findbugs, and Fortify etc.)
• Worked in Agile environments previously.
• Good command of development metrics, methodologies and tools.
• Will ensure timely and frequent delivery of high quality software, while adapting technical decisions to the immediate needs of the business.
• Good analytical, problem-solving and troubleshooting skills.
• Can drive adoption of best practices across the Software Engineering Lifecycle, including reviews, source control, build processes, continuous integration and deployment.

• Helps Test Lead to prepare the Test Plan and coordinate with Test Engineers during Testing Phase
• Performs Bug Analysis, understands the client requirement and help Test engineer to prepare the test cases
• Ability to multi-task/handle several projects effectively and deliver within timeline
• Peer Reviews the test cases, understands the Test Plan and write Automation test cases
• Able to write Scripts in languages like Java, Ruby, Python, etc.,
• Able to review the Scripts written, able to run the Maintenance / New Scripts and identify the issues
• Knowledge on automation test reports (TestNG, Allure, JUnit reports etc)
• Define onboarding documents for technology and domain for the teams
• Train/Mentor and evaluate juniors on testing specializations
• Exihitbit strong expertise in one of Load Testing - Jmeter (or similar tools) or Api Testing - Rest client/postman or DB testing
• Perform cross Browser / device compatibility testing using automation
• Understand and contribute to sprint release cycle process, ensure 100% test coverage and follow JIRA hygiene
• Besides the job specific responsibilities strictly adheres to the policies and procedures of the organization

• Excellent communication (verbal and written) - Articulates clearly, concisely  and with context at all times, High confidence and assertiveness skills
• Has a cordial work relationship with peers and manager
• Speaks his/her mind even during challenging situations, Proactively seeks help /assistance when in need
• Ability to Develop self and others - Takes feedback positively and works on it seriously, Is not afraid of making mistakes as part of learning
• Open to working across projects and technologies, Good analytical and logical skills
• Understands requirements quickly and accurately
• Proactively thinks through the solution and seeks clarification before coding
• Explores the root causes of problems before taking action
• Quickly learns the latest developments in technology and is able to apply it to the projects
• Good Interpersonal Skills - Builds good working relationship with team members and customer stakeholders (Product owners and Scrum master etc)
• As a QA person - Show extreme attention to details and nuances

HR ASSISTANT

Responsibilities 

HR responsibilities include formulating and reviewing policies, working towards PMS and succession planning, identifying training needs, work closely with senior management towards setting up processes in different departments, driving recruitment process in proactive manner.

• Good understanding of full-cycle recruiting and strategic HR administration.
• Basic knowledge of labour legislation and competitive policy formulation.
• Organizational skills – HRIS Management, reporting & analysis, setting of the processes.
• MBA/PG with HR specialization.
• Problem solving capabilities necessary to accomplish the duties and tasks of the position.
• Ability to correctly make decisions involving employee issues/ problems including when to escalate the problem to a more senior consultant Exceptional written and oral communication skills Excellent organizational and planning skills
• Ability to share knowledge and work in a strong team oriented environment. Detail oriented Proficient in Word, Excel, PowerPoint, and e-mail.
• Pursue an Attitude of Learning and Development, Attends seminars and meetings relative to the HR profession, Should have cultivate interpersonal skills, Develop negotiating and public speaking skills.

EXCECUTIVE ASSISTANT

Responsibilities

• Act as the point of contact among executives, employees, clients and other external partners
• Manage information flow in a timely and accurate manner
• Manage executives’ calendars and set up meetings
• Make travel and accommodation arrangements
• Rack daily expenses and prepare weekly, monthly or quarterly reports
• Oversee the performance of other clerical staff
• Act as an office manager by keeping up with office supply inventory
• Format information for internal and external communication – memos, emails, presentations, reports
• Take minutes during meetings
• Screen and direct phone calls and distribute correspondence
• Organize and maintain the office filing system

As Product Manager for Plum  you will be responsible for the product portfolio, including all product planning and release execution throughout the lifecycle of the product portfolio. This includes defining and prioritizing product roadmap, listening to customers, creating business requirements, driving functional requirement, driving this through development and successfully launching new product features.To read more about the kind of qualities we are looking for this role, please check this link <https://a16z.com/2012/06/15/good-product-managerbad-product-manager/" target="_blank">https://a16z.com/2012/06/15/good-product-managerbad-product-manager/>

1. Strategic planning and managing all stages of Product Life Cycle
2. Develop business cases for each product feature to demonstrate feasibility including target pricing and margin, addressable and realizable market, SWOT analysis, estimated development, implementation, and support costs etc.
3. Develop functional, technical and designs specifications for the product
4. Help define the value proposition of the product for the sales team and help develop the sales tools that support the selling process of your products
5. Research and understand competitive offerings in your sector

1. An enthusiastic individual with 5+ years of experience in product management.
2. We would prefer candidates from Fintech, ecommerce, rewards, loyalty and incentives.
3. We ll look forward to technical skills required for a product role along with soft skills required to manage multiple stakeholder roles. Rest we can explore together during our interactions. If you find yourself to be someone that fits this requirement then read on.

You will closely work with technology, design, sales and customer care teams. You ll report to the head of product development.

Challenging opportunity, tough problems and a very good growth path. An excellent opportunity to work with a team of highly talented young professionals. We also offer a whole load of benefits to make your stay enjoyable with Xoxoday.

RESPONSIBILITIES:

Program daily in Node.JS, Angular2+/React JS, Express, Bootstrap, MongoDB and others.

Build web-based and mobile-first front-end GUIs to support workflows.

Integrate with REST APIs and relational databases.

Build out new features and iterate on existing features.

Design and implement low-latency, high-availability and performant applications.

Help define architectures and design patterns.

Participate in code reviews.

Must have experience in Deployment

SKILLS AND EXPERIENCE:

Real world web and service development experience.

Deep Experience with modern frameworks such as Node.JS, Angular2+/ React , Express & MongoDB.

Experience with server-side languages like Jade, EJS, etc

Experience with HTML5 & CSS3 frameworks such as bootstrap.

Experience with web services API integration (Rest, JSON, XML).

Experience in anyone one these Docker, Kubernates, AWS, Azure

• Manage sales operations in assigned district to achieve revenue goals.
• Supervise sales team members; the BSMs, on daily basis and provide guidance whenever needed.
• Identify skill gaps and conduct trainings to sales team.
• Work with team to implement new sales techniques to obtain profits.
• Assist in employee recruitment, promotion, retention and termination activities.
• Conduct employee performance evaluation and provide feedback for improvements.
• Contact potential customers and identify new business opportunities.
• Stay abreast with customer needs, market trends and competitors.
• Maintain clear and complete sales reports for management review.
• Build strong relationships with customers for business growth.
• Analyze sales performances and recommend improvements.
• Ensure that sales team follows company policies and procedures at all times.
• Develop promotional programs to increase sales and revenue.
• Plan and coordinate sales activities for assigned projects.