Key Responsibilities Evaluate and monitor sales discovery meetings (demos), calls, emails, and SMS interactions for quality and compliance. Audit closed deals to ensure accurate documentation, ethical practices, and proper sales process adherence. Identify and report gaps (AFIs - Areas for Improvement) to enhance team performance and training initiatives. Collaborate with sales leadership to develop and refine QA processes, benchmarks, and performance metrics. Deliver ongoing feedback to the sales team, highlighting strengths and actionable growth opportunities. Work alongside sales managers to identify training needs and implement targeted development programs. Conduct data-driven analysis to track trends and recommend strategic improvements. Audit sales workflows to ensure consistency, compliance, and regulatory adherence. Stay updated on QA best practices, compliance regulations, and evolving sales techniques. Support post-sale feedback initiatives such as customer satisfaction surveys to assess sales experience. Cultivate a culture of continuous improvement, knowledge-sharing, and quality awareness. Qualifications Bachelor s degree in Business, Marketing, Psychology, or related field (or equivalent experience). Proven experience in sales quality assurance, sales operations, or a related field. Strong understanding of the sales cycle, especially within SaaS or B2B environments. Exceptional analytical and problem-solving skills with acute attention to detail. Excellent communication and interpersonal skills. Ability to work independently and cross-functionally in a fast-paced, agile environment. Proficient in tools such as Google Workspace, MS Office, CRM systems (e.g., Salesforce, HubSpot). Familiarity with QA tools and frameworks (ISO standards, Six Sigma, etc.) is a plus. Experience in Learning & Development or training delivery is highly desirable. Preferred Skills Sound knowledge of sales methodologies and CRM principles. Hands-on experience coaching or training sales professionals. Comfort with data visualisation and analysis tools (e.g., Excel, Looker, Tableau). Strong organisational skills with the ability to manage multiple audits and reporting timelines. What We Offer Competitive compensation and comprehensive benefits package. Paid time off, flexible work policies, and wellness support. Access to world-class tools and a modern collaborative environment. Opportunities for professional development, growth, and internal mobility. A high-performance, inclusive, and mission-driven work culture.
Key Responsibilities Customer-Facing Projects Lead end-to-end execution of enterprise onboarding, WhatsApp rollouts, CRM/ERP/API integrations, and workflow deployments. Liaise between internal teams (Sales, CS, Product, Engineering) to meet customer milestones and success metrics. Build and manage project plans, timelines, risk logs, and stakeholder matrices. Serve as the main point of contact for clients regarding project scope, delivery timelines and expectations. Track and report implementation progress while ensuring accountability across functions. Internal Strategic Projects Lead cross-functional initiatives such as new product module launches, compliance rollouts, internal tooling, and GTM process improvements. Define project scope, resource allocation, success metrics, and documentation. Conduct structured stand-ups, status reviews, and retrospectives with relevant stakeholders. Proactively identify process inefficiencies and drive continuous improvement.Execution & Reporting Set up and maintain project tracking systems (ClickUp, Asana, Jira, or equivalents). Identify blockers early, resolve or escalate as needed, and maintain momentum. Deliver clear and timely updates to leadership regarding project health, risks, and mitigation steps. Requirements 3 6 years of project management experience, preferably in a SaaS, CX tech, or enterprise B2B environment. Proven success working with cross-functional teams, including engineering, product, and customer-facing departments. Strong grasp of SaaS customer lifecycles and enterprise client management. Excellent communication, coordination, and documentation skills. Proficiency with tools like Gantt charts, RACI matrices, Slack, and project management platforms. Comfortable working with technical concepts (APIs, CRM tools, automation workflows). PMP, Scrum, or Agile certifications are a plus. Nice to Have Experience working with the WhatsApp Business API or similar messaging infrastructure. Exposure to BFSI, real estate, or large-scale enterprise sales projects. Familiarity with CRMs like Zoho, Salesforce, or LeadSquared. What You ll Get Be part of a fast-growing SaaS startup shaping the future of enterprise communication. Full ownership of high-impact projects across India and global markets. Daily collaboration with founders and functional leaders, offering immense learning and visibility. Accelerated career growth in a product-led, innovation-driven environment.
We are seeking a dedicated and knowledgeable Support Specialist with a strong background in finance to join our team. The ideal candidate will provide exceptional customer support while leveraging their financial expertise to assist clients with financial-related inquiries and issues. Key Responsibilities : Customer Support:Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Troubleshoot and resolve customer issues, ensuring high levels of customer satisfaction Document customer interactions and solutions in the support system. Financial Assistance:Provide expert advice on financial products and services. Assist customers with financial transactions, account management. Collaboration:Work closely with the finance team to resolve complex financial issues. Collaborate with other departments to improve customer experience and streamline processes. Qualifications: Bachelor s degree in Finance, Accounting, Business Administration, or a related field. Proven experience in a customer support role, preferably in a financial services environment. Strong understanding of financial products, services, and regulations. Excellent communication and interpersonal skills. Ability to analyze financial data and provide actionable insights. Proficiency in using customer support software and financial tools. Skills : Strong problem-solving abilities. Attention to detail and accuracy. Ability to work independently and as part of a team. High level of empathy and customer service orientation. Proficiency in Excel
1. Provide general administrative support to ensure smooth office operations 2. Help organize and maintain office files, documents, and records 3. Assist with data entry and report generation using Microsoft Office Suite 4. Develop strong interpersonal skills by interacting with team members 5. Contribute ideas for process improvement Requirement : 1. are available for full time (in-office) internship 2. can start the internship between 2nd Aug25 and 6th Sep25 3. are available for duration of 3 months 4. are from Mumbai only 5. have relevant skills and interests
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