senior CRM Executive

Procedure is hiring for WorkHero.

Across the U.S., thousands of small HVAC businesses are drowning in admin. WorkHero pairs seasoned office managers with AI workflows to free up their time, unlock growth, and modernize the trades. We handle everything that touches the back office of a small HVAC operation: billing, rebates, permits, warranties, marketing, and more. Our customers save dozens of hours every week, allowing them to focus on growing their business.

We are building at the intersection of Human and AI automation, and that’s where you come in!

How you will help us achieve it

As an Applied AI Engineer, you will collaborate with the company founders, product team, and office managers to develop agentic workflows for many of their daily processes. You will ideate, design, implement, and maintain the software side of the product. You will design the UX, develop the front end interfaces, build backend routes and design database models. The bulk of this role is interacting with office managers to understand their workflows and then creating and managing AI agents & workflows to make them more efficient.

In your day to day, you will:

• Partner with our frontline staff to understand their work so you can automate it with AI and save them time
• Live on the cutting edge of Human & AI interactions, keeping up to date with the latest patterns and how they apply to WorkHero and our workflows
• Contribute to exceptional code quality and performance of the code base
• Mentor young engineer(s) to be great at their craft, as our team grows

Key Details

• You can work remotely from anywhere with an overlap of at least four hours with the product team (6 pm to 10 pm IST)
• This role involves participating in calls with US-based stakeholders
• The compensation comes with a salary and an equity component
• Location - Remote
• YOE - 5 to 10 years
• NP - Immediate to 30 days

You’ll thrive if you

• Care about your craft and the mission of the software you are developing
• Are enterprising and can figure out how to convert workflows/playbooks to AI agents
• Work with cutting-edge AI tools and APIs
• Don’t just complete tickets that are assigned to you; you think deeply about the product and how you can make it great, then put that into action
• Enjoy developing 0-1 software products iteratively
• Are proficient in the Typescript ecosystem, including monorepos.
• Are skilled in React and Express (Koa is a plus) or similar tech
• Are pragmatic and understand trade-offs in software engineering

Requirements

• 4+ years of experience in building software products
• Have created applications using AI and LLMs. Can understand when to prompt, use RAG, create agents or fine-tune an LLM
• Have solid experience with the MERN stack
• Ability to debug and optimize complex systems
• Excellent communication and collaboration skills

Bonus points if you have

• Experience in mentoring junior team members. Better if they had gone to replace you in your team, allowing you to take up a more meaningful role
• Familiarity with our tech stack (React, Koa, Mongo, AWS, React Native)
• A good understanding of UX best practices for SaaS based interfaces & AI
• Built apps using React Native
• A deep understanding of infrastructure and can optimize for cost
• Set up evaluation frameworks for agentic workflows
• Contributed to open-source projects

Your First Six Months

• You will be working on creating AI Agents/Workflows based on the playbooks for some of the crucial workflows of HVAC office managers
• You will work on building the frontend, APIs and apply AI knowledge to add features to the office manager and admin portal, as well as the mobile app
• You will be using Vercel AI SDK to create abstracted AI agents and workflows with the capability of falling back to different providers
• You will demo the agentic workflows to US-based stakeholders—small HVAC business owners, product team and office managers
• You will monitor and manage the AI Workflows, ensuring quality and accuracy, improving them over time

About engineering at WorkHero

We value:

• High ownership and fast iteration
• Deep understanding our tools and systems
• Continuous improvement, both technically and interpersonal

Our technology stack:

• Full Stack TypeScript (React, React Native, KoaJS Backend, CRXJS Browser Extension)
• NX Monorepo with shared typing & libraries
• Infrastructure:
• AWS (ECS, Hosted RMQ)
• MongoDB Atlas
• Firebase & GCP services
• AI Tooling (Anthropic, OpenAI, Gemini, Deepgram)

Our team

• The Company is funded by Workshop Ventures Partners, a US-based venture studio focused on building great companies in Climate Tech
• The team consists of founding members from Harvard Business School and the Workshop Ventures team — Kyler, Furman, Chad, Jason, and Ulhas

Interview Process:

• Screening: Review of your open source contributions and past projects.
• First Round of Technical Evaluation: Assessing your problem-solving and AI integration skills.
• Technical Evaluation + Cultural Fit: Understanding your alignment with our team.

Meet with stakeholders, customers, and project teams to collect requirements, scope projects, and contribute to creative 

and technical concepts 

∙Implement modifications to existing campaigns to accommodate changes in user requirements 

∙Employ best practices in developing, conducting, and interpreting A/B tests and personalization campaigns focused on user 

experience and effectiveness against project goals 

∙Identify areas for improvements and assist in managing projects to implement enhancements to completion  

∙Maintain campaign code in GitHub following established organization standards and development guidelines 

∙Ensure team process to enter and track implementation information including work items, tasks and issue management 

using JIRA 

Tools: 

∙Must have 5+ years minimum experience in building and maintaining web applications. 

∙Must have experience in web technologies HTML5, CSS3, JSON, JavaScript, Web services (SOAP/REST). 

∙Must have Experience in CSS and JavaScript frameworks like Bootstrap, jQuery etc. 

∙Experience with SASS/LESS frameworks. 

∙Experience with source control systems like TFS, GIT etc. 

∙Experience with JavaScript application frameworks such as Angular, React or Vue.js is a plus. 

∙Knowledge of scripting languages and object-oriented concepts. 

∙Experience with Agile / Scrum software development practices. 

∙Excellent troubleshooting and communication skills. 

∙Experience in any content management systems (CMS) preferred but not required. 

∙Ability to work independently and as part of a team. 

∙A/B Testing or Personalization experience is preferred but not required. 

∙Bachelor's degree in computer science, engineering or a related discipline with an information technology focus or 

equivalent experience

KEY RESPONSIBILITES:

• Participate in requirements analysis
• Collaborate with internal teams to produce software design and architecture
• Write clean, scalable code using .NET programming languages
• Test and deploy applications and systems
• Create API / webservices
• Develop documentation throughout the software development life cycle (SDLC)
  
  

Candidates with the below skillsets are preferred:

• Proven experience as a .NET Developer
• Familiarity with the http://asp.net/">NETframework, SQL Server and design/architectural patterns (e.g. Model-View-Controller (MVC))
• Knowledge of at least one of the .NET languages (e.g. C#, Visual Basic .NET) and HTML5/CSS3
• Familiarity with architecture styles/APIs (REST, RPC)
• Understanding of Agile methodologies
• Excellent troubleshooting and communication skills
• Attention to detail

Education Details: BSc/BA in Computer Science, Engineering or a related field

Responsibilities:

● Make outbound calls to potential customers and explain the benefits of Mag Finserv's

gold loan products.

● Qualify leads and ensure that they meet the eligibility criteria for a gold loan.

● Build and maintain a positive relationship with customers and provide excellent

customer service.

● Achieve monthly sales targets and contribute to the growth of the company.

● Follow up with customers to ensure timely repayment of the loan.

Summary:

Passionate and energetic inside sales personnel who can connect and engage with leads via outbound calls, set up the appointments and can clearly communicate the company's brand identity.

• 1+ years of successful experience selling enterprise software products or services
• Identify prospects grow and manage sales pipeline to achieve targets
• Coordinate software demos and service presentations with prospects and internal business development team.
• Experience in market research, data mining and cold calling.
• Generate new potential client through cold calling, social media platforms.
• Communicating with the Organization heads and schedule the appointments for product demo.
• Self-motivated, able to work independently and as a member of a remote team.
• Proven ability to build and manage a sales pipeline and achieve targets
• Market Research to identify new markets and prospects.
• Excellent communication skills (presentation, verbal, and written)
• Demonstrated expertise in building and maintaining client relationships
• Good convincing ability and confident personality.
• Data driven approach towards the sales process.
• Full understanding of the sales process from database generation to fixing the appointments.

• Min 1 year of relevant experience in software/hardware sales
• Strong communication and presentation skills.
• Knowledge of lead generation and email hunting.
• Excellent knowledge of search engines, web analytics and business research tools.
• Adequate knowledge of data collection methods.
• Strong analytical and critical thinking.
• Good working knowledge of MS Word and Excel

Roles and Responsibilities

• Develop and manage highly trafficked, highly scalable web properties with PHP5 using Laravel/ZEND CodeIgniter/Yii/Symfony framework.
• Understand the specifications to define system requirements.
• Collaborate and communicate project updates and progress to team members and clients.
• Analyze, design, code, debug, test, document and deploy changes to the system.

• Excellent knowledge of Unity, including experience with scripting, textures, animation, GUI styles, and user session management.
• Familiarity with level design and planning.
• Experience with game physics and particle systems.
• Experience with mobile and console game development.
• Experience optimizing memory and space usage for support of older hardware.
• Ability to constantly learn and stay in touch with evolving game standards and development technologies.
• Strong understanding of object-oriented programming.
• Familiarity with current design and architectural patterns.
• Knack for writing clean, readable, and easily maintainable code.

If you are looking forward for this opportunity, kindly apply with us with below asked details:

Total Experience:

CTC:

ECTC:

NP:

Current Location:

Hometown: