38 Crm Workflows Jobs

Job title: Associate Account Executive (America, EMEA, ANZ) Responsibilities Own the full sales cycle - consistently delivering against revenue targets and key performance metrics. Drive revenue growth by building and maintaining a healthy, high-converting pipeline of SME prospects. Collaborate cross-functionally with regional sales, marketing, operations, and product teams to scale company's go-to-market strategy. Define and refine sales processes including outreach cadences, qualification workflows, CRM hygiene, and reporting to maximize productivity. Negotiate commercial contracts and partnership agreements, working closely with legal, finance, and strategy teams to drive deal execution. ...

About Us Troy Groups is a capital advisory and investor relations firm supporting venture capital funds, private equity firms, and high-growth founders with bespoke capital introductions. We operate at the intersection of private markets and investor accessconnecting high-quality fundraising opportunities with family offices, UHNWIs, and institutional allocators. We also manage 3 inhouse VC strategies of our own. The Role We're looking for an experienced, well-connected Investor Relations Director to join our India team. This is a hands-on role where you'll bring your own network of capital allocators to the table and immediately support a portfolio of active fundraising mandates. From outre...

Role Overview: As a Sales Coach at Clara, your primary responsibility will be to mentor and guide the SDR team in B2B SaaS sales. You will play a crucial role in helping the SDRs improve their prospecting, messaging, and lead conversion skills through practical coaching and system implementations. Key Responsibilities: - Coach and mentor SDRs on outbound prospecting, discovery, and qualification processes. - Conduct live call reviews, objection handling sessions, and role plays to enhance the team's performance. - Develop and refine Claras SDR playbook, including messaging frameworks, talk tracks, and email cadences. - Assist in improving conversion metrics across the funnel, from initial ou...

We're Hiring: Inside Sales Manager Global Staffing, RaaS & Contingent Search (India) Location: Hyderabad (Remote/Onsite, US Time Zone) Night Shift Industry: Staffing | RaaS | Recruitment Tech | SaaS Sales Website: www.xenspire.com About Xenspire Group Xenspire Group is redefining how companies hire and grow talent. With over 25 years of experience in Contract Staffing, RaaS, and Executive Search, we combine people, process, and AI to deliver transparent, measurable hiring outcomes. We operate in the US and India and serve clients in Healthcare, IT, Light Industrial, Finance, and Energy sectors. We are expanding our Inside Sales operations to support global growth. About the Role We are looki...

You are seeking a Subject Matter Expert (SME) in CRM Workflows to lead the design and implementation of automated workflows for banking operations. Your responsibilities will include: - Leading the design, configuration, and deployment of automated workflows within the CRM system for banking operations. - Collaborating with stakeholders to map existing processes and optimize them through workflow automation. - Ensuring seamless integration of CRM workflows with core banking systems, contact center solutions, and digital banking platforms. - Defining and implementing role-based access controls, approval hierarchies, and case management processes. - Working on customer onboarding, account main...

As an ERP Consultant or Coordinator at our organization, you will play a vital role in managing, maintaining, and optimizing the ERP system to ensure seamless data flow and process efficiency across various departments. Your responsibilities will include administering and coordinating ERP modules, configuring workflows, providing user support, collaborating with analysts, and staying updated with ERP advancements. Key Responsibilities: - Administer and coordinate ERP modules encompassing Manufacturing, Production, BOM, Procurement, Sales, Accounts, HRM, and Inventory Management. - Configure and maintain ERP workflows, approvals, and master data to support efficient operations. - Ensure accur...

Role Overview: You will be responsible for managing, optimizing, and executing marketing automation, CRM workflows, and lead generation strategies using HubSpot. Your role will require strong technical expertise in HubSpot, a good understanding of inbound marketing, and hands-on campaign execution skills. Key Responsibilities: - Manage and optimize HubSpot CRM, Marketing, and Sales Hubs. - Create, test, and execute automated workflows, emails, landing pages, and forms. - Set up and monitor lead scoring, segmentation, and nurturing campaigns. - Generate reports, dashboards, and insights to support marketing and sales teams. - Ensure data cleanliness, accuracy, and integration with other tools...

Role Overview: As a Zoho CRM Developer, you will be responsible for customizing, integrating, and implementing Zoho CRM solutions to enhance business processes. Your role will involve working closely with various teams to design, develop, and deploy custom Zoho CRM applications that optimize sales, marketing, and customer service workflows. Key Responsibilities: - Customize Zoho CRM modules, fields, layouts, and workflows to align with business requirements. - Design and implement automation rules using workflow rules, task assignment rules, and email alerts to streamline processes. - Develop custom solutions using Zoho CRM's Deluge scripting language. - Integrate Zoho CRM with third-party a...

Job Summary: We are seeking an experienced CRM Specialist with a minimum of 7 years in a similar role , who possesses in-depth knowledge of various CRM platforms and strong expertise in lead management . The ideal candidate will be responsible for optimizing the use of CRM systems to improve customer relationships, sales performance, and marketing effectiveness. Key Responsibilities: Manage and optimize CRM systems to support business needs. Design, implement, and maintain CRM workflows, automation, and integrations with other systems. Oversee lead management processes from lead capture and scoring to routing and conversion tracking. Collaborate with sales, marketing, and customer service te...

You will be responsible for overseeing the end-to-end operational onboarding and life-cycle management of all third-party (3P) content partners contributing to Elsevier's AI products. Acting as the central coordinator between partner organizations and internal teams, you will ensure smooth content flow, contract progress, and stakeholder alignment. - Manage relationships and ensure adherence to service level agreements with approximately 100 live providers across various content types - Ensure compliance with internal standards and timelines - Drive workflow optimization to reduce onboarding time and identify operational inefficiencies - Track and manage content ingestion and delivery pipeli...

We are a technology-led healthcare solutions provider. We are driven by our purpose to enable healthcare organizations to be future-ready. We offer accelerated, global growth opportunities for talent that's bold, industrious, and nimble. With Indegene, you gain a unique career experience that celebrates entrepreneurship and is guided by passion, innovation, collaboration, and empathy. To explore exciting opportunities at the convergence of healthcare and technology, check out www.careers.indegene.com Looking to jump-start your career We understand how important the first few years of your career are, which create the foundation of your entire professional journey. At Indegene, we promise you...

Property Spotters is a fast-growing real estate startup on a mission to bring trust, data, and transparency into India's real estate market. We're now looking for a marketing strategy manager who can own our digital growth engine end-to-end, from performance marketing to automation to analytics. Key Responsibilities Performance marketing: Plan, execute, and scale Meta Ads campaigns (lead gen, retargeting, lookalikes). Manage budgets, track CAC/ROI, and optimize continuously. SEO & organic growth: Build long-term traffic through keyword research, content optimization, and backlinks. Collaborate with content & tech teams to push ranking results. Sales intelligence & outreach: Use LinkedIn Sale...

About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide including Brex, Rippling, Navan, Qantas, SHEIN and many more with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world-leading investors including Visa, Airtree, Blackbird, Sequoia, DST...

As a skilled and detail-oriented HubSpot / GoHighLevel Administrator & Configurator, your role will involve managing, configuring, and optimizing CRM and marketing automation platforms. You will leverage your strong understanding of CRM workflows, marketing automation, integrations, and analytics to ensure seamless system operations, support sales and marketing teams, and drive business growth through automation and reporting. Key Responsibilities: - Platform Administration & Configuration - Set up, configure, and maintain HubSpot / GoHighLevel accounts, pipelines, dashboards, workflows, and automation rules. - Manage user access, permissions, and security compliance. - Ensure data integrity...

About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide including Brex, Rippling, Navan, Qantas, SHEIN and many more with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world-leading investors including Visa, Airtree, Blackbird, Sequoia, DST...

You will play a crucial role as a Solutions Consultant at Axion Ray, where you will be at the core of product, data, and go-to-market strategy. Your main responsibilities will include: - Proactive Delivery Management: Taking charge of the timeline for all client-facing assets such as dashboards, models, decks, and knowledge bases. You will need to anticipate potential obstacles, align different teams, and keep leadership informed of the progress, risks, and next steps. - Requirements & Insight Capture: Converting customer discovery notes, call transcripts, and CRM updates into clear business and technical specifications for the Product, Data-Ops, and Engineering teams. - Solution Design & An...

You will be joining Esenca Skin Sciences Pvt. Ltd., a skincare company based in Navi Mumbai that focuses on creating gentle, nourishing products for sensitive and dry skin under the Cerulean brand. Your role will involve supporting the Sales & Marketing teams by assisting in lead identification, nurturing leads, and engaging with clients. This position offers the opportunity to gain hands-on experience in various aspects of sales operations, CRM workflows, digital marketing, and strategic planning. - Conduct market research to identify leads - Contribute to the design of marketing assets - Participate in the preparation of pitches and proposals for client meetings - Assist in promotional eve...

As a Zoho CRM Consultant, you will play a crucial role as a liaison between clients and the technical implementation team. Your primary focus will be to understand client business processes, gather requirements, and recommend tailored solutions using Zoho CRM and related applications. You will guide customers through planning, configuration, customization, and rollout of Zoho CRM solutions to enhance operational efficiency across sales, marketing, and support teams. Key Responsibilities: - Customize Zoho CRM modules, fields, layouts, and workflows to align with business requirements. - Design and implement automation rules like workflow rules, task assignment rules, and email alerts for stre...

Role & responsibilities : We are seeking a proactive and detail-oriented Configuration Analyst to support the configuration and customisation of our client flows. The ideal candidate will possess a solid understanding of business processes, configuration management, and system integration. Prior experience with MS Dynamics or similar CRM systems will be considered a significant asset. Analyse business requirements and translate them into effective optimal performance and quality. Perform system configurations, data migrations, and customisations to support evolving business needs. Work closely with stakeholders to ensure configurations align with organisational objectives and compliance stan...

As an Inside Sales Representative at our company, you will have a sales-heavy role where you will be responsible for managing the customer funnel from lead qualification to conversion. Your duties will include handling both inbound and outbound calls, conducting site visits, following up with leads, managing CRM workflows, and collaborating closely with families to ensure they choose Bodhi Life for their long-term needs. Additionally, you will provide support for online and offline marketing initiatives aimed at increasing visibility and attracting quality leads. To be successful in this role, you should have at least 3 years of inside sales or business development experience, with a prefere...

You will be joining Angel One Limited, a leading Fintech company in India that offers broking services, margin trading facility, research services, depository services, investment education, and distribution of third-party financial products. The company is on a mission to become the No. 1 fintech organization in India with a focus on building personalized financial journeys for its 2 crore+ registered clients. Angel One is known for onboarding over 800k new clients every month in the current financial year, utilizing new-age technologies such as AI, Machine Learning, and Data Science. As a Lead: CRM, Automation & CC Support Operations at Angel One in Mumbai, your role will involve taking en...

As a Senior QA Engineer with 4+ years of experience, you will be responsible for designing and executing manual test plans for Dialer and Voicebot products. Your main tasks will include validating SIP/PRI call flows, call recordings, and backend integration. You will also be conducting system, regression, and functional testing to ensure the products meet quality standards. In this role, you will work closely with developers and the product team to identify bugs and verify fixes. It will be essential for you to maintain detailed documentation of test cases, results, and QA reports to track the progress of the testing process effectively. To excel in this position, you must have strong experi...

Key Responsibilities Provide day-to-day support for Pipedrive CRM users Set up and configure pipelines, stages, automation, and integrations Create dashboards, reports, and custom views as required by sales and marketing teams Maintain data hygiene and ensure accurate data entry and updates Act as a liaison between the sales, marketing, and tech teams to improve CRM usability Monitor system performance, troubleshoot issues, and escalate bugs when necessary Implement and test automation workflows, webhooks, and 3rd-party integrations Ensure compliance with data privacy and protection guidelines Requirements Proven experience (6+ months) in CRM administration or support Strong understanding of...

The role requires 5+ years of experience and is based in Pune on a permanent basis. As a QA Engineer, your primary responsibilities will include conducting functional regression and integration testing on Veeva CRM applications. You will be responsible for validating workflows such as approval chains, content publishing, and analytics tracking. Collaborating closely with business analysts and developers, you will translate requirements into test scenarios. Your role will also involve executing test cases, documenting results using tools like Azure Test Plans, JIRA, or similar platforms, and ensuring compliance with industry regulations like FDA and GxP throughout testing cycles. Additionally...

About Flynaut LLC Flynaut is a global leader in digital transformation, partnering with startups, SMEs, and large enterprises across various industries since 2004. Our team of passionate professionals transforms visionary ideas into groundbreaking realities by delivering cutting-edge mobile apps, robust web platforms, and comprehensive IT solutions. With expertise in healthcare, finance, education, retail, and more, we craft tailored solutions that exceed expectations. We prioritize innovation and quality, building lasting relationships based on trust and transparency, and have successfully delivered hundreds of projects that drive tangible business outcomes. Job Title: HubSpot Specialist Lo...