20 Crm Workflows Jobs

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 standards. Test and validate configurations, identifying and resolving issues as they arise. Document configuration changes, processes, and procedures for future reference. Provide ongoing support, troubleshooting, and maintenance of configured solutions. Contribute to the enhancement of configuration management practices and methodologies within the team. Requirements 2-4 years of experience in configuration/development Strong understanding of MS dynamic 365 Effective communication and interpersonal skills. Nice-to-have Skills Experience with Power BI integration Understanding of scripting languages

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 preference for those with backgrounds in senior care, healthcare, real estate, or hospitality industries. Strong verbal communication skills, empathy, and a commitment to follow-through are essential qualities for this position. Prior experience working with CRM systems and a focus on driving conversions will be advantageous. Exposure to offline and digital marketing strategies would also be beneficial. If you are looking to join a dynamic team and make a meaningful impact in the lives of our customers, we encourage you to apply for this exciting opportunity.,

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 end-to-end ownership of CRM systems and outbound contact center tooling, including Cloud Telephony, Truecaller, and Dialers. You will also lead support functions such as Training and Quality, collaborating closely with product and tech teams to enhance operational efficiency at scale. Your responsibilities will include managing CRM workflows, automations, and integrations, mentoring a team of 20-25 members across support functions, working with Product/Tech to enhance user onboarding funnel KPIs, and driving reporting, process compliance, and performance management. The ideal candidate for this role should have 7-12 years of experience in CRM or support operations, proficiency in CRM tools like LSQ/Salesforce, Dialers, and Cloud Telephony, a proven track record of leading mid-sized teams, and strong cross-functional collaboration and analytics skills. Working at Angel One comes with exciting opportunities for growth and empowerment, with a focus on investing in your development and providing comprehensive benefits including health insurance, wellness programs, learning & development opportunities, and more. Join a company that values Diversity, Equity, and Inclusion (DEI), where individuality is celebrated, and come be a part of a culture that aims to create a bold and innovative approach to Fintech solutions. Explore our Company Deck to get a deeper insight into our culture and vision.,

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 experience in manual QA for telephony/dialer-based products. Hands-on testing knowledge of VoIP, SIP/PRI lines is crucial for this role. Additionally, familiarity with CRM workflows and real-time communication systems will be beneficial. Your attention to detail and communication skills will play a significant role in ensuring the quality of the products. If you are passionate about manual testing and have experience in dialer-related products, this role is an excellent opportunity for you to showcase your skills and contribute to the success of the team.,

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 sales pipelines, CRM workflows, and automation Knowledge of CRM integrations with tools like Gmail, Slack, Zapier, and other SaaS platforms Good analytical and problem-solving skills Excellent communication skills for supporting internal users and clients Ability to manage multiple priorities and meet deadlines Basic understanding of APIs and webhooks is a plus Experience working in a digital marketing or SaaS company is preferred Show more Show less

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, you will actively participate in User Acceptance Testing (UAT) and provide support for defect triage and resolution. Furthermore, you will be tasked with validating analytics implementations using tools such as Charles Debugger, Fiddler, or browser developer tools. To excel in this role, you must possess experience in testing Veeva CRM modules like Veeva RIM, Vault, and MedComms. A strong understanding of CRM workflows and B2B integrations is essential. Familiarity with Salesforce CRM and cloud platforms, with a preference for Azure, will be beneficial. Proficiency in test automation tools such as Selenium, Cucumber, and scripting languages like Java and Groovy is required. Knowledge of analytics validation and experience with cross-browser/platform testing are necessary skills. Familiarity with Agile methodologies and Software Development Life Cycle (SDLC) processes is also expected. Key Skills: - Experience in testing Veeva CRM modules (Veeva RIM, Vault, MedComms) - Strong understanding of CRM workflows and B2B integrations - Familiarity with Salesforce CRM and cloud platforms (Azure preferred) - Proficiency in test automation tools Selenium, Cucumber, and scripting languages Java, Groovy - Knowledge of analytics validation and cross-browser/platform testing - Experience with Agile methodologies and SDLC processes If you are passionate about Architecture Principle Design, Software Engineering, and Veeva, this opportunity may be the perfect fit for you.,

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 Location: Pune, India (hybrid) Experience: Minimum 2 Years Job Type: Full-time, Onsite Work Hours: 5:30 PM to 2:30 AM IST About The Role We are looking for a skilled and detail-oriented HubSpot Specialist to manage, optimize, and execute marketing automation, CRM workflows, and lead generation strategies using HubSpot. This role demands 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 (e.g., Salesforce, web apps). Collaborate with marketing, design, and sales teams to align HubSpot strategy with business goals. Troubleshoot HubSpot issues and stay up to date on new features. Required Skills & Qualifications 2+ years of hands-on experience working in HubSpot CRM & Marketing Hub. Strong understanding of inbound marketing and email marketing best practices. Experience in list segmentation, lead scoring, and A/B testing. Proficiency in HubSpot reporting and dashboard creation. Familiarity with HTML/CSS is a plus. HubSpot certifications are preferred.,

Are you a CRM specialist with in-depth knowledge of Zoho CRM and a strong interest in developing customized automation systems InfraStaff Solutions is currently seeking a full-time Zoho CRM expert to support a performance and wellness clinic located in the U.S. Your responsibilities will include creating a comprehensive CRM system that is seamlessly integrated with marketing strategies and patient workflows, ranging from Meta lead generation to automated follow-ups. The ideal candidate will have a proven track record of building sophisticated CRM systems using Zoho CRM. Experience with CRM workflows in healthcare, wellness, or clinic settings is highly desired. Additionally, you should possess the skills to integrate CRM functionalities with Meta marketing, email sequences, appointment systems, and lead tracking. Effective communication and client coordination abilities are essential for this role, along with the capacity to work independently and adhere to U.S. business hours. A key focus of this position is on automation, reminders, and enhancing customer engagement workflows. By joining InfraStaff Solutions, you will have the opportunity to collaborate with international teams and work with high-impact U.S. clients. As a remote-first and outcome-driven organization, we offer the chance for a long-term association based on project success. If you are looking to be part of a dynamic team and contribute to innovative CRM solutions, apply today or refer a qualified candidate for this role. For more information, visit our careers page at https://infrastaffsolutions.com/careers/#apply-now and learn more about us at www.infrastaffsolutions.com. Join us in shaping the future of CRM integration and automation expertise! #ZohoCRM #CRMExpert #RemoteJobs #PerformanceClinic #WellnessCRM #AutomationExpert #CRMIntegration #InfraStaffSolutions #RemoteHiring #USTimezoneJobs #NowHiring,

We are seeking a skilled and proactive Zoho CRM Administrator who will be responsible for the end-to-end management, implementation, and maintenance of Zoho CRM. This role will act as the go-to person for all Zoho-related requirements, including troubleshooting, report generation, customization, and process optimization, ensuring seamless operations for the sales and management teams. Key Responsibilities: Administer, configure, and maintain Zoho CRM to ensure optimal performance. Implement new Zoho modules/features as per business requirements. Generate, customize, and share MIS reports (e.g., NowMaker reports) on demand. Troubleshoot and resolve Zoho CRM issues promptly, coordinating with Zoho support when necessary. Update, modify, and optimize Zoho CRM workflows, automation, and fields based on team needs. Support the sales head with accurate and timely reporting for performance tracking and decision-making. Maintain data hygiene, accuracy, and compliance within the CRM. Train team members on Zoho CRM functionalities and best practices. Required Skills & Qualifications: Proven experience (3-6 years) in Zoho CRM administration or MIS roles. Strong understanding of Zoho CRM modules, workflows, and customization. Hands-on experience with Zoho reporting tools, especially NowMaker. Ability to troubleshoot and resolve CRM issues independently. Strong analytical skills with attention to detail. Excellent communication and coordination skills. Zoho CRM certification preferred and any experience in integrating Zoho CRM with other Zoho apps or third-party tools. Show more Show less

You will be working as a Salesforce Experience Cloud UI/UX Developer with 5-7 years of experience. Your responsibilities will include designing, building, and maintaining Experience Cloud sites that focus on customer and partner community portals. You must have expertise in Service Cloud and should be proficient in developing and customizing LWC components. Your key skills will involve designing UI/UX for Experience Cloud, building custom applications, configuring CRM workflows, and integrating with external systems. Webstack experience, including HTML, CSS, JavaScript, and Ecma Script, is highly desirable for this role. You must also have experience in designing and developing user interfaces within the Salesforce platform and possess good knowledge of SLDS/device compatibility. The ideal candidate for this position must have experience in Salesforce Experience Cloud and UI/UX development. If you meet these requirements and are ready to take on this exciting opportunity, please submit your application by filling out the form below. Apply Now Apply Here Apply for this position Full Name * Email * Phone * Cover Letter * Upload CV/Resume *Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *,

Role Overview As a Retention Marketing Intern , you&aposll work closely with the team to support multi-platform campaign execution on WhatsApp and beyond. This is a hands-on opportunity to gain exposure to real-world marketing automation, campaign analysis, and platform operations. Key Responsibilities Assist in creation and management of WhatsApp message templates across 5+ vendor portals (e.g., Gupshup, karix, etc.) Coordinate with internal and external teams for Meta template approvals, categorization tracking, and compliance Monitor and report on template statuses such as paused, rejected, deleted, or recategorized by Meta Maintain structured documentation of template lifecycle across platforms Support the team in organizing campaign performance data and vendor-related metrics Contribute to process improvements and automation ideas to increase operational efficiency What Youll Learn End-to-end journey of a WhatsApp campaign from creation to live How Metas template policy impacts marketing at scale Exposure to marketing tools, vendor platforms, and CRM workflows Real-world understanding of customer retention strategy in fintech/consumer tech Who You Are Currently pursuing or recently completed a degree in Marketing, Communications, Business, or related fields Detail-oriented and organized, with an interest in digital marketing and operations Comfortable working with spreadsheets, dashboards, and documentation Strong communication skills and willingness to learn Prior work experience in marketing would be a plus but not mandatory. Immediate Joiner Show more Show less

Job Title: Growth Marketing Specialist Location: Bengaluru Experience: 12 years Function: Marketing Reports to: Head of Marketing About HeyCoach: At HeyCoach, were on a mission to build Indias most outcome-driven learning platform for upskilling your career. With a strong foundation in skilling and career enablement, we are now gearing up for our next phase of 10x growth. As we build the next ?100Cr+ brand in education, were looking for a Growth Manager to join our core marketing team someone who thrives in fast-paced environments and wants to be at the forefront of a high-growth startup journey. About the Role: Were looking for a marketing generalist with a strong bias for execution, program management, and cross-functional collaboration. This person will operate at the intersection of marketing, product, and sales driving growth campaigns end-to-end while ensuring seamless alignment across teams. This is not a narrow performance role we want someone who understands the full marketing funnel, and has dabbled in everything from performance marketing and content to CRM, landing page optimization, and cohort tracking. Key Responsibilities: ? Own and execute growth experiments across the full funnel from lead generation to conversion to cohort engagement ? Act as the program manager for marketing-led initiatives, ensuring alignment across paid marketing, sales, and product. ? Work closely with performance marketing agencies, creative teams, and internal stakeholders to execute campaigns ? Analyze marketing and funnel data to uncover insights and suggest actionables ? Drive improvement in CAC, lead quality, conversion rates, and cohort performance ? Collaborate with tech/product teams to track, build, or improve landing pages, attribution, and CRM journeys ? Assist in rolling out CRM workflows, WhatsApp and email automations, and lifecycle campaigns ? Experiment with newer channels and growth hacks and help build playbooks for scalable growth. What Were Looking For: ? 12 years of relevant experience in growth, marketing, or program management roles ? Experience working across multiple marketing functions (performance, content, CRM, product marketing, etc.) ? Strong analytical mindset comfortable with data tools, dashboards, and cohort analysis ? Project or program management experience with multi-team coordination ? Prior experience in a high-growth startup, especially in EdTech or consumer tech, is a strong bonus ? Hunger to learn, hustle, and build and a genuine interest in education, upskilling, or career enablement. Why Join Us ? Opportunity to be a part of HeyCoachs 0 to 100Cr+ growth journey ? Work directly with the Head of Marketing and founders ? High ownership, high visibility role in a category-defining startup ? A culture that values speed, innovation, and learning Show more Show less

Job Description: As a Zoho CRM Developer based in Kolkata, you will play a crucial role in customizing, integrating, and implementing Zoho CRM solutions to enhance business processes. Working within the IT/Technology department, you will collaborate with various stakeholders to design, develop, and deploy custom Zoho CRM applications that optimize sales, marketing, and customer service workflows. Your expertise will be essential in ensuring that Zoho CRM is tailored to meet specific business needs and improve overall CRM efficiency. Your responsibilities will include customizing Zoho CRM modules, fields, layouts, and workflows, as well as designing and implementing automation rules to streamline business processes. Additionally, you will integrate Zoho CRM with third-party applications, develop custom solutions using Deluge scripting language, and manage data migration from legacy systems. Providing user training, support, and troubleshooting assistance will also be part of your role, along with creating custom reports, dashboards, and data visualizations to drive informed decision-making processes. To excel in this position, you should have a B.Tech degree in Computer Science or a related field, along with 1-3 years of experience in Zoho CRM development and customization. Proficiency in Deluge scripting, Zoho CRM APIs, and data management strategies is required, as well as familiarity with Zoho Creator, Zoho Analytics, and Zoho Campaigns. Strong analytical and communication skills are essential, along with the ability to work collaboratively with cross-functional teams and stakeholders. Preferred skills include Zoho CRM Certification, knowledge of Zoho Desk for customer support integration, and experience with Zoho Flow and Zoho Analytics. As a Zoho CRM Developer, you should possess strong problem-solving abilities, attention to detail, and the capacity to work effectively in a fast-paced environment while demonstrating a collaborative and team-oriented attitude.,

As a Sales Officer at StaireX, India's first and only brand exclusively for staircases, you will play a crucial role in customer service, lead generation, communication, sales operations, and channel sales on a day-to-day basis in Bangalore. We are a startup that specializes in designing, manufacturing, and installing quality metal staircases, offering complete solutions including Metal, Wood, Glass, and Paint for staircases. To excel in this role, we are looking for someone with the following qualifications and experience: - Education: MBA (Marketing) or B.Tech/B.E. (any discipline). - Experience: Minimum 1 year in B2B or solution sales; exposure to the building-materials, architecture, or interior-fit-out industry is a strong plus. - Skills: - Confident communicator in English and Kannada/Hindi. - Solid grasp of consultative selling and basic CRM workflows. - Ability to read drawings/BOQs and translate technical specs into value propositions (bonus). In addition to the qualifications and experience, we seek a self-starter who enjoys fieldwork, targets, and collaborating with cross-functional teams. Mobility is essential, as the role requires willingness to travel locally; a valid two-wheeler license is preferred (TA reimbursed). In return, we offer a Fixed CTC of 4-5 LPA aligned with experience and performance, along with travel allowance and performance incentives. Join our innovative team at StaireX and be a part of revolutionizing the staircase industry.,

Job Description: As a Zoho CRM Developer, you will be responsible for customizing, integrating, and implementing Zoho CRM solutions to enhance business processes. Working within the IT/Technology department in Kolkata, you will collaborate 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 Deluge scripting language to streamline processes. - Integrate Zoho CRM with third-party applications and maintain data synchronization. - Develop custom Zoho CRM apps, reports, and dashboards to enhance user experience. - Lead data migration efforts and ensure data integrity within Zoho CRM. - Provide user training, support, and troubleshoot issues related to Zoho CRM functionality. - Create custom reports and data visualizations for sales, marketing, and customer service analytics. - Collaborate with cross-functional teams, communicate effectively with stakeholders, and identify areas for continuous improvement. Personal Attributes: - Strong problem-solving skills and ability to work independently. - Detail-oriented with a focus on accuracy and quality. - Thrive in a fast-paced environment and manage multiple tasks effectively. - Team player with excellent interpersonal and communication skills. Requirements: - B.Tech in Computer Science, Information Technology, Engineering, or related field. - Proven experience in Zoho CRM development and customization. - Familiarity with Deluge scripting, API integration, and data migration in Zoho CRM. - Proficiency in database management, JavaScript, HTML, and CSS. - Strong CRM management skills and analytical abilities. - Excellent verbal and written communication skills. Preferred Skills: - Zoho CRM Certification. - Knowledge of Zoho Desk, Zoho Books, Zoho Inventory, Zoho Flow, and Zoho Analytics. Stay updated with the latest Zoho CRM features, recommend process optimizations, and contribute to the continuous improvement of CRM processes.,

Key Responsibilities : CRM System Configuration : Manage and configure CRM software (e.g., Salesforce, HubSpot, Microsoft Dynamics) to align with business processes and objectives. Customize CRM modules, dashboards, and reports to meet business requirements. Configure user roles, permissions, and security settings. Integration and Data Management : Integrate the CRM with other business systems (ERP, marketing automation, customer support tools, etc.). Ensure smooth data migration between systems and maintain data integrity. Oversee the automation of business processes, such as lead management, follow-up tasks, and customer service workflows. Support and Troubleshooting : Provide ongoing support and troubleshooting for CRM users. Resolve system issues, escalations, and data discrepancies. Monitor system performance, and conduct system audits to ensure optimal functioning. Collaboration : Work closely with cross-functional teams (sales, marketing, IT, customer service) to understand needs and customize CRM features accordingly. Provide training and support to end-users to ensure effective use of the CRM system. Continuous Improvement : Identify opportunities for process improvements and CRM enhancements. Stay updated on the latest CRM technologies, tools, and best practices to keep the system competitive and efficient. Documentation : Maintain comprehensive documentation of CRM configurations, processes, and workflows. Develop user guides and training materials for the CRM platform. Skills & Qualifications : Experience : Proven experience as a CRM Configuration Manager, Administrator, or in a similar role. In-depth experience with CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, etc. Experience in system integration, automation, and data management. Technical Skills : Strong understanding of CRM configuration, workflows, automation, and reporting. Familiarity with programming/scripting languages (e.g., Apex for Salesforce, JavaScript, SQL) is a plus. Proficient in data migration, ETL processes, and API integrations. Communication & Collaboration : Strong communication and interpersonal skills to work with technical and non-technical teams. Ability to gather requirements, deliver presentations, and train users. Problem-Solving : Strong troubleshooting and problem-solving skills. Ability to identify issues, analyze root causes, and implement solutions. Education : Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field (or equivalent experience). Certifications (Optional but Preferred): Salesforce Certified Administrator (Salesforce) Microsoft Certified: Dynamics 365 Fundamentals HubSpot CRM Certification

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. Your key duties will include conducting market research to identify leads, contributing to the design of marketing assets, participating in the preparation of pitches and proposals for client meetings, assisting in promotional events, tracking performance metrics, providing administrative support, and collaborating with different departments within the company. The ideal candidate for this role is an excellent verbal and written communicator, organized, and proactive. You should be comfortable using digital platforms, social media, and analytics, as well as being a creative thinker, resilient under pressure, and a fast learner with good interpersonal skills. Please note that interns will receive compensation and certifications for their work. Applications are being reviewed promptly, so we encourage you to send in your updated resumes as soon as possible.,

About the Company - Sunrise Naturals Pvt Ltd, a Leading processor and Exporter of fruit pulps and concentrates is seeking a skilled business Analyst to bridge the gap between our internal teams and the Salesforce implementation agency. The candidate will possess deep understanding of business process mapping and CRM workflows with hands-on experience in Salesforce implementation projects. About the Role - Understand the document existing sales & marketing and customer service process Translate business requirement requirements into detailed functional and technical specifications for the sales force team Collaborate with stakeholders Directors, Sales/ export teams) to gather inputs Ensure the CRM solution is aligned with the business goal, exports compliance, and reporting needs Participate in configuring reviews, user acceptance testing (UAT) and training documentation Act as the primary point of contract between Sunrise Naturals and the implementation agency Recommended process improvements and automation opportunities within the CRM scope. Preferred Skills and Qualifications: Proven Experience in Salesforce implementation Strong analytical and communication skills Background in B2B sales, exports Ability to work independently and meet tied deadlines Comfortable interacting with senior leadership and external vendors,

Job Title: Senior CRM Consultant Location: Bengaluru, India Department: Engineering Experience: 8+ years Job Summary: We are looking for an experienced Senior CRM Consultant to lead end-to-end CRM implementation, customization, and transformation initiatives. The ideal candidate will have in-depth knowledge of CRM platforms like Salesforce / Microsoft Dynamics 365 / Zoho CRM, or similar, and will be responsible for understanding business processes, gathering CRM requirements, and translating them into functional specifications. You will work closely with business stakeholders, technical teams, and customers to ensure CRM solutions are aligned with business goals/objectives. Key Responsibilities: Business Requirement Gathering Engage with stakeholders to understand business processes and CRM-related challenges. Conduct workshops, interviews, and gap analyses to capture requirements. Translate business needs into functional requirements, process flows, and use cases. Functional Design & Documentation Prepare functional specification documents, BRDs (Business Requirement Documents), and user stories. Design CRM workflows, screens, user roles, reports and dashboards aligned with business objectives. Work with the engineering team to ensure accurate and efficient implementation Client & Stakeholder Engagement: Own and manage end-to-end CRM implementation and integration projects. Gather and analyze business requirements and translate them into functional CRM solutions. Lead workshops, demonstrations, and training sessions with clients or internal users. Assist with UAT (User Acceptance Testing). Validate system functionality against requirements before go-live. Act as the bridge between business, technical teams, and customers. Required Skills & Qualifications: Bachelor's degree in Computer Science, Information Systems, Business, or related field. 8+ years of experience in CRM consulting, implementation, or project management. Hands-on experience with Salesforce, Microsoft Dynamics 365, Zoho CRM or similar CRM platforms. Proven track record of leading CRM projects through full SDLC, including requirements gathering, design, development, testing, and go-live. Strong understanding of CRM data models, APIs, security models, workflows, and automation. Exceptional stakeholder communication, presentation, and leadership skills. CRM certifications (e.g., Salesforce Admin/Developer, Microsoft Certified: Dynamics 365) are highly desirable. Experience in multi-region/multi-language CRM rollouts is preferable. Knowledge of industry verticals such as Automotive, or Retail is preferrable. Familiarity with BI/reporting tools like Power BI, Tableau, or CRM-native analytics modules is preferable.

Job Title: Senior PHP Developer SugarCRM Location: Remote Job Type: Full-Time, Permanent Experience Level: Senior (6+ years) About the Role: We are looking for a highly skilled Senior PHP Developer with strong expertise in SugarCRM to join our growing remote development team. You will be responsible for designing, developing, customizing, and maintaining complex CRM solutions built on the SugarCRM platform. This is a critical role that requires advanced PHP skills and a deep understanding of CRM systems to help drive our digital transformation and client success. Key Responsibilities: SugarCRM Development & Customization: Customize and extend SugarCRM modules, workflows, logic hooks, and APIs Implement user interfaces, dashboards, and business processes within SugarCRM Perform data migrations and system integrations with third-party applications Backend PHP Development: Write clean, scalable, and well-documented PHP code Design and implement RESTful APIs for system integrations Optimize performance and troubleshoot PHP and CRM issues Technical Leadership: Participate in solution architecture and technical design discussions Guide junior developers and conduct code reviews Collaborate with cross-functional teams including QA, DevOps, and Product Maintenance and Support: Monitor SugarCRM instance for performance, reliability, and security Implement upgrades and patches as needed Resolve bugs and provide ongoing support to internal and client stakeholders Required Skills and Experience: 5+ years of experience in PHP development 3+ years of hands-on experience with SugarCRM (Community or Enterprise Edition) Strong knowledge of MVC architecture, OOP principles, and design patterns Proficiency in MySQL/MariaDB for data modeling and query optimization Experience developing and consuming REST/SOAP APIs Familiarity with front-end technologies like JavaScript, HTML5, CSS3, jQuery Experience with version control tools (e.g., Git) Solid understanding of CRM concepts, workflows, and automation Nice-to-Have Skills: Experience with SuiteCRM Familiarity with Laravel or other modern PHP frameworks Experience integrating CRM with marketing tools, ERP systems, or payment gateways Knowledge of Docker, Linux command line, and deployment processes Exposure to Agile/Scrum methodologies and tools like JIRA or Trello What We Offer: 100% Remote Work Work from anywhere Competitive salary Opportunity to work on global projects and cutting-edge CRM solutions Skill development support and certifications