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

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

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

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 

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 the Role

Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth. 

 Responsibilities 

• Support business operations using tech tools (Excel, CRM, dashboards)  
• Analyze data and generate insights for decision-making  
• Assist in automation workflows and process improvements  
• Coordinate between tech and business teams  
• Help in implementing digital solutions and tools  

 Skills Required 

• Basic knowledge of Excel / Google Sheets  
• Good analytical and problem-solving skills  
• Understanding of business processes  
• Interest in technology and automation  

 Details 

• Duration: 3–6 months  
• Mode: Remote  
• Certificate + PPO based on performance 

About AbleCredit

Anyone can build an AI demo. Building AI systems that are reliable, observable, secure, and trusted by enterprise customers is an entirely different challenge.

At AbleCredit, we're building an execution platform that combines AI models, APIs, business rules, human decisions, and enterprise systems into production workflows. Every workflow needs to be fast, resilient, auditable, and easy to extend. We’re solving hard problems- come join us while we build this rocketship.

The company was founded in June 2023 by Utkarsh Apoorva (IIT Delhi, built Reshamandi, Guitarstreet, Edulabs); Harshad Saykhedkar (IITB, ex-AI Lead at Slack); and Ashwini Prabhu (IIML, co-founder of Mythiksha, ex-Product Head at Reshamandi, HandyTrain).

About the Role

AbleCredit is looking for a detail-oriented RevOps Analyst to help scale the systems, data, and processes that power our go-to-market engine. You will sit at the intersection of Sales, Customer Success, Marketing, and Product, ensuring that our CRM, pipeline data, and reporting infrastructure give leadership a single, reliable view of the revenue funnel — from first outreach to bank and NBFC clients, through to renewal and expansion.

This is a high-visibility role for someone who enjoys working with data, is comfortable navigating ambiguity in a fast-growing startup, and wants to build the operational backbone of a GenAI platform that serves India's lending ecosystem.

Key Responsibilities

• Own the day-to-day administration of HubSpot, including data hygiene, deduplication, field mapping, pipeline stage governance, and user access management.

• Consolidate, clean, and standardize data arriving as files from multiple sources (e.g., partner/lender exports, internal team trackers) and reconcile it with HubSpot to maintain a single source of truth.

• Build and maintain dashboards and reports that track pipeline health, conversion rates, sales cycle length, forecast accuracy, and revenue against targets for the leadership and GTM teams.

• Partner with Sales and Customer Success leaders to support territory planning, account segmentation, quota tracking, and pipeline reviews for AbleCredit's bank and NBFC customers.

• Document and continuously improve lead-to-cash processes — lead routing, lead scoring, deal desk approvals, contracting, and handoffs between Sales, Onboarding, and Customer Success.

• Analyze funnel performance and customer data to surface trends, bottlenecks, and opportunities, and translate findings into clear, actionable recommendations for stakeholders.

• Support monthly/quarterly revenue forecasting and business reviews by consolidating data from CRM, finance, and product usage sources.

• Evaluate, implement, and maintain the broader RevOps tool stack (CRM, sales engagement, BI/reporting, contract management) and manage integrations between these systems.

• Act as a cross-functional point of contact for data requests, ad hoc analyses, and process troubleshooting from Sales, Marketing, Customer Success, and Finance.

• Maintain data accuracy and compliance standards appropriate for a platform operating in the regulated BFSI (banking, financial services, and insurance) space.

What Are We Looking For?

• Bachelor's degree in Business, Economics, Engineering, Statistics, or a related field.

• 4+ years of experience in RevOps, Sales Operations, or a related function; prior experience at a B2B SaaS, fintech, or BFSI-facing company is a plus.

• Strong proficiency in Excel/ Google Sheets; working knowledge of SQL and comfort querying and interpreting large datasets.

• Hands-on experience with HubSpot and BI/ visualization tools (e.g., Looker, Power BI, Tableau, or Metabase).

• Sharp analytical and problem-solving skills, with the ability to translate raw data into clear business insights.

• Excellent communication skills and the ability to work cross functionally with Sales, Marketing, Customer Success, Finance, and Product teams.

• High attention to detail, strong process orientation, and comfort operating with ambiguity in a fast-paced startup environment.

Good to Have

• Exposure to enterprise or B2B sales cycles involving banks, NBFCs, or other regulated financial institutions.

• Familiarity with sales engagement, contract/ CPQ, or customer success platforms.

• Basic scripting or automation skills (e.g., Python, Google Apps Script) for reporting workflows.

• Prior experience supporting forecasting, quota-setting, or compensation processes.

Why Join AbleCredit?

You'll join a fast-moving team building GenAI-powered infrastructure for one of India's most consequential industries — lending. You'll have direct visibility into how the business runs end-to-end, ownership over the systems and data that leadership relies on daily, and the opportunity to shape RevOps practices as the company scales.

Springer Capital is actively hiring for the role of CRM & Sales Intern!

Roles and Responsibilities:

• Assist in managing and optimizing the Customer Relationship Management (CRM) system to enhance sales processes.
• Support the sales team in lead generation, qualification, and nurturing activities.
• Conduct market research to identify potential clients and sales opportunities.
• Prepare sales reports, presentations, and other necessary documentation.
• Collaborate with marketing teams to align sales and marketing strategies.
• Assist in developing and implementing sales strategies to achieve targets.
• Maintain accurate and up-to-date customer data within the CRM system.
• Provide administrative support to the sales department as needed.
• Analyze sales data to identify trends and areas for improvement.
• Participate in team meetings and contribute to strategic discussions.

Requirements:

• Currently pursuing or recently completed a degree in Business, Marketing, Finance, or a related field.
• Strong interest in sales and customer relationship management.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.
• Detail-oriented with strong organizational skills.

Skills and Qualifications:

• Candidates should possess a strong interest in sales and customer relationship management, demonstrating a proactive approach to learning and contributing to the team's success.
• Excellent communication and interpersonal skills are essential for effective client interaction and internal collaboration, ensuring smooth information flow and relationship building.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is required to effectively manage data, create reports, and deliver presentations, underpinning the operational efficiency of the sales process.

Summary:

Embark on a rewarding 3-month remote internship at Springer Capital, a leading financial services firm. This opportunity is perfect for driven individuals eager to gain hands-on experience in CRM and sales within a dynamic industry. You will receive a Certificate of Completion and a Letter of Recommendation upon successful completion of the program, along with the flexibility of working hours to accommodate your schedule. This role offers a unique chance to contribute to real-world sales initiatives, enhance your professional network, and develop critical skills in a supportive and growth-focused environment.