Zoho CRM Executive

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

Application Guidelines & Communication Policy

To ensure a fair and consistent recruitment process, all candidates must submit their applications through our official application link: https://jobs.lever.co/dulcedo/c6a23d86-618b-48cb-8c76-9803c0b613cb

All recruitment-related communication should take place through the designated application channel. Please do not contact Dulcedo executives, hiring managers, or employees directly regarding this opportunity.

The use of automated tools, AI agents, scraping technologies, or third-party contact databases to collect employee contact information for unsolicited recruitment outreach is strictly prohibited.

Candidates who bypass the official application process by sending unsolicited applications or recruitment-related messages directly to Dulcedo employees may be disqualified from consideration.

We appreciate your interest in Dulcedo and your cooperation in respecting our recruitment process!

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We Are Dulcedo

What sets Dulcedo apart is that, for us, this business is not a numbers game. We are a full-service talent management agency dedicated to building lasting brands around our creators. We promote process, structure, and sustainable growth, all within an extremely collaborative setup where everyone shares the same goal: delivering white-glove service to the talents we represent and the brands who want to partner with them.

Our focus goes beyond short-term wins. It's about fostering meaningful careers, elevating creative voices, and creating long-term value for both talents and partners alike.

As the largest multidisciplinary talent management group in Canada and a leading force across North America, Dulcedo represents and manages the international careers of creators across the influencer, entertainment, sports, and gaming industries.

The Opportunity

We're looking for a Senior Zoho Developer to help us accelerate the development, customization, and optimization of our internal business systems.

This isn't a traditional Zoho Administrator role. We're looking for someone who can understand a business challenge, architect a solution, and independently bring it to life.

You'll play a key role in building scalable systems, automating complex workflows, and improving how our teams operate across Finance, Accounting, Talent Management, and Operations.

We're also looking for someone who embraces AI-assisted development, using modern tools to accelerate delivery, solve complex problems, and build smarter solutions without compromising quality or security.

This opportunity is structured as an independent contractor engagement with a full-time scope of work, rather than a project-based freelance assignment. You'll work closely with our North American team and take ongoing ownership of technical development initiatives.

What You'll Do

• Design, develop, and optimize advanced solutions across the Zoho ecosystem, including Zoho CRM, Zoho Creator, Zoho Flow, and Deluge scripting.
• Independently architect and deliver complex technical solutions, from understanding business requirements through development, testing, and deployment.
• Build and maintain integrations between Zoho and external platforms using APIs, webhooks, and other integration technologies.
• Develop automations and workflows that improve operational efficiency and reduce manual processes.
• Troubleshoot existing applications, identify root causes, and implement reliable, long-term solutions.
• Leverage AI-assisted development tools such as Cursor, Claude Code, GitHub Copilot, or equivalent technologies to accelerate development and improve productivity.
• Collaborate with internal stakeholders to translate operational challenges into practical, scalable technical solutions.
• Ensure solutions are secure, maintainable, well-documented, and built to support long-term business growth.

What We're Looking For

• 6+ years of professional software development experience, including at least 4 years of hands-on Zoho development.
• Advanced expertise across the Zoho ecosystem, particularly Zoho CRM, Zoho Creator, Deluge scripting, and workflow automation.
• Proven experience independently architecting, developing, and delivering complex Zoho solutions in a production environment.
• Strong knowledge of APIs, webhooks, system integrations, and technical troubleshooting.
• Demonstrated experience using AI-assisted development tools such as Cursor, Claude Code, GitHub Copilot, or equivalent technologies in real development workflows.
• Strong software engineering fundamentals, including solution architecture, code quality, security, testing, and maintainability.
• Ability to translate business requirements into technical solutions and take ownership of projects from beginning to end.
• Excellent problem-solving, communication, and collaboration skills.
• A proactive, resourceful mindset and the ability to work independently with minimal oversight.
• Ability to collaborate effectively with a North American team, including some working-hour overlap with Montreal, Canada (Eastern Time).

While these experience benchmarks reflect the seniority we're targeting, demonstrated ability to independently architect and deliver sophisticated Zoho solutions matters more to us than years of experience alone.

Nice to Have

• Experience with Python and/or JavaScript.
• Experience integrating Zoho with NetSuite, ERP systems, or other enterprise applications.
• Experience developing AI agents, AI-powered workflows, or advanced business automations.
• Experience building technical solutions for cross-functional business operations.

The Dulcedo Experience!

As an independent contractor collaborating with Dulcedo, you'll have the opportunity to contribute to meaningful technical initiatives within a growing North American organization.

Here's what you can expect:

• Fully remote collaboration: Work from your location while maintaining some overlap with Montreal business hours.
• Autonomy and ownership: Take responsibility for sophisticated technical challenges and see your solutions make a real impact.
• AI-forward development: Work in an environment that embraces modern AI development tools and encourages smarter, more efficient ways of building.
• Cross-functional collaboration: Partner with stakeholders across Finance, Accounting, Talent Management, and Operations.
• Meaningful technical challenges: Help build and optimize the systems supporting a growing multidisciplinary talent management company.

Engagement Details

• Engagement type: Independent contractor.
• Workload: Full-time scope of work, with ongoing technical responsibilities rather than isolated freelance projects.
• Location: Fully remote, open to international candidates.
• Working hours: Some overlap with Montreal business hours (Eastern Time) is required.
• Duration: Proposed initial three-month engagement, with potential for extension based on performance, business needs, and mutual fit. Final terms are subject to confirmation.

Ready to Build With Us?

If you're a technically strong, resourceful developer who enjoys solving complex challenges, taking ownership, and using AI to build smarter solutions, we'd love to hear from you.

We're especially interested in learning about the complex Zoho solutions you've personally designed and delivered and how you've incorporated AI-assisted development into your work.

Apply now and help us build the next generation of Dulcedo's internal systems!

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

Key Responsibilities

• Cold Outreach & Pipeline Generation: Execute high-volume outbound prospecting via cold-calling, personalized Email/LinkedIn/WhatsApp sequences, and multi-channel cadences.
• Campaign Management: Plan, launch, and optimize both inbound and outbound lead generation multi-step campaigns.
• CRM Ownership: Maintain strict Zoho CRM hygiene, track deal stages, update prospect data, and monitor conversion metrics.
• Lead Qualification & Discovery: Qualify leads through sharp discovery calls, uncover customer pain points, and book high-intent meetings for closing.
• Market Research & List Building: Identify ideal customer profiles (ICPs), target accounts, and key decision-makers across relevant verticals.
• Direct Collaboration with Founder: Brainstorm pitch strategies, refine messaging scripts, review call recordings, and iterate quickly based on market feedback.

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 : Marketing Operations Manager

About NPrep

NPrep is on a mission to become India’s go-to platform for every nursing student — from 1st-year learners to aspiring Nursing Officers preparing for NORCET and other national-level exams. We are not just an edtech product. 

We are building India’s largest nursing community, a place where students learn, feel inspired, find belonging, and grow together. 

With 1,00,000+ learners already inside our ecosystem, we are now entering a new phase of brand creation, storytelling, and community-led growth. 

Role Overview - NPrep is hiring a Marketing Operations Manager, who will be responsible for driving the planning, execution, and optimization of all marketing initiatives across the organization. This role ensures that campaigns are delivered efficiently, timelines are met, and cross-functional teams remain aligned.

You will act as the central point of coordination between marketing, content, design, product, and sales teams, bringing structure, visibility, and accountability to all marketing efforts. The role requires a strong focus on process, execution, and data-driven decision making to scale marketing impact effectively.

You will work closely with cross-functional teams including content, design, performance marketing, product, and sales to streamline workflows, improve processes, and scale marketing efforts.

Key Responsibilities

• Own end-to-end planning and execution of marketing campaigns, ensuring timely delivery and alignment with business goals
• Manage and maintain the marketing calendar, ensuring coordination across all teams
• Act as the central point of contact across marketing, content, design, product, and sales teams to drive seamless execution
• Track progress of ongoing initiatives, identify risks or delays, and proactively drive resolutions
• Build, streamline, and optimize marketing processes, workflows, and SOPs to improve efficiency
• Ensure clear communication and visibility of project status through regular updates and reporting
• Handle multiple projects simultaneously while maintaining quality and attention to detail

Key Skills & Qualifications

Experience & Education

• 4–8 years of experience in marketing operations / program management / project management, preferably in edtech, SaaS, or digital-first companies
• Strong understanding of marketing funnels, campaign execution, and performance metrics
• Proven experience managing cross-functional projects and teams
• Hands-on experience with tools like CRM platforms, marketing automation tools, and project management tools (Asana, Jira, etc.)
• Strong analytical and problem-solving skills
• Excellent communication and stakeholder management skills
• Ability to thrive in a fast-paced, execution-driven environment
• Experience in education/edtech industry preferred
• Bachelor’s degree in Marketing, Communications, Media, or a related field

Excellent Job Opportunity for Inside Sales Executive role with one of the Ecommerce Company

Location : Mumbai (Vile Parle)

Working Days : 5

Interview Mode : Face to Face

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

Role Descriptions: Good dynamics skills 365 skills

Essential Skills: Good dynamics skills 365 skills

Skills: Digital : Microsoft Dynamics 365 CRM Functional

Experience Required: 8-10

7 to 14 years

location bangalore

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