15 Lead Squared Jobs

Role Synopsis The CRM & Contact Center Business Analyst owns patient journeys and engagement processes and acts as the bridge between business teams, contact center operations, IT, and external vendors. This role will own the CRM design and configuration, optimize lead management workflows, define and document specialty-wise processes, integrate CRM with internal and external systems, and build campaigns and automated dashboards to drive measurable patient satisfaction, conversion, engagement, retention, and lifetime value. Key Responsibilities Requirements Gathering, Workflow & Process Design Conduct workshops with marketing, digital, call center, operations, clinical, and IT teams to capture and document detailed business requirements. Map, design, and document end-to-end lead management workflows, contact center call flows, escalation processes, and re-engagement workflows. Define and maintain specialty-wise workflows accounting for treatment types, urgency levels, consultation preferences (tele/in-person), and condition-specific nuances. Define and manage data integrations between CRM and other systems like HIS, EMR, Contact Center Software, Clevertap, Digital Channels, WhatsApp, SMS, etc. Build Reports and Dashboards to track key Operational & Business metrics Translate business requirements into BRDs, FSDs, and user stories. Ensure workflows align with business goals, compliance requirements, and patient experience standards. CRM Configuration Own the overall CRM configuration and design for capturing, routing, nurturing, and converting patient leads across all channels (Digital, Inbound Calls, Outbound Calls, Walk-ins), categories (Enquiries, ER, International, High-Value) and business lines (OP, Pharmacy, Diagnostics, Radiology, IP, etc.) Define/Document specialty-wise lead scoring, routing rules, SLA frameworks, and escalation pathways Design, test, and deploy campaigns, automation workflows, and triggers tailored to each specialty and patient type (new vs. returning) Bring information used by Call Center agents from external sources (Excel Sheets, Website, HIS, EMR, etc.) into the CRM Campaigns & Automation Build lifecycle campaigns in CRM tailored to patient status (lead, booked, post-consult, admitted, discharged, lost) and specialty. Automate communication across multiple channels (SMS, Email, WhatsApp, Voice) based on patient engagement behaviour, medical events, and preferences. Run reactivation and retention campaigns for lost or dormant patients with specialty-specific messaging. Stakeholder collaboration & engagement Engage with internal stakeholders (marketing, digital, operations, clinical, IT) and external vendors. Conduct UAT, document test results, and create SOPs and training material. Enable and train call centre agents, counsellors, and field teams on CRM SOPs and processes. Drive system adoption and be the first point of contact for CRM and contact center queries. Key Requirements 6 to 8 years in CRM process definition, implementation and management, preferably in healthcare or high-touch service industries. Proven experience with Lead Squared/Salesforce/MS Dynamics or similar CRM tools, and knowledge of healthcare workflows preferred. Strong understanding of contact centre systems like Ozonetel/Exotel/Genesys, including IVR, agent routing, and call dispositioning. Experience working with HIS/EMR integrations and healthcare data flows. Ability to break down complex patient journeys into data-driven, automatable CRM workflows. Excellent cross-functional, analytical and problem-solving skills. Show more Show less

Job description Designation: Admission Advisor Role Description This is a full-time, target-oriented, on-site role for an admissions advisor in Hyderabad. He/She will be responsible for day-to-day admissions and student recruitment tasks, including program outreach, leads conversions to application, application conversion to admission, addressing applicant queries, document verification, smooth onboarding, and other activities related to admission outreach PAN India. Roles & Responsibilities: This is a full-time, target-oriented, on-site role for an admissions advisor in Hyderabad. He/She will be responsible for day-to-day admissions and student recruitment tasks, including program outreach, leads conversions to application, application conversion to admission, addressing applicant queries, document verification, smooth onboarding, and other activities related to admission outreach PAN India. Qualifications Bachelor's degree in a relevant field (Master's degree preferred). > 2 years of experience in admissions and/or outreach within an educational institution. Sound computer skills and working knowledge of CRM software like NPF, Lead squared, Salesforce, etc. Excellent interpersonal communication and customer service skills Strong written and verbal communication skills of English language. Demonstrated sales skills, ability to meet goals and targets Experience in Education or a similar field, with a focus on admissions and student recruitment Demonstrated ability to work independently and in a team environment.

Responsibilities: Leverage Tele-calling to generate leads and conversions. Work on LeadSquared CRM and telecalling tools like 3CX for day-to-day tasks. Initiate outbound calls to existing users of Codingal for lead generation for trial booking. Health insurance Provident fund Food allowance Sales incentives

At MyBiz by MakeMyTrip , we are revolutionizing how small and medium businesses (SMBs) manage their corporate travel needs. MyBiz is a powerful SaaS-based corporate travel management platform that offers a customizable, real-time self-booking systemdesigned to seamlessly integrate with an organizations internal structure. It empowers companies to streamline travel bookings, optimize costs, and offer a hassle-free travel experience to their employees. Over the last five years, we have onboarded 50,000+ prominent corporates who now benefit from the convenience, transparency, savings, and choice that our pl atform delivers. About the Role: We are looking for a dynamic and data-driven Inside Sales Manager to lead a high-performing team of approximately 25 remote Business Development Representatives (BDRs) focused on acquiring mid-size companies across India. This role is pivotal in managing the end-to-end customer acquisition journeyfrom outreach and pitching to deal closure and account stabilization. The ideal candidate will be responsible for driving team performance, optimizing sales processes, and consistently achieving revenue and growth targets. What you will be doing: Customer Acquisition & Onboarding: Lead the end-to-end acquisition journey for mid-size companies across India, ensuring a seamless 6090 day sales cyclefrom lead generation to account stabilization. Enable smooth transitions between acquisition and account management teams to ensure continuity and client satisfaction. Partner with internal stakeholders to resolve onboarding challenges and deliver a consistent, high-quality customer experience. Sales Strategy & Execution: Design and execute scalable sales strategies tailored to the mid-size companies across India. Collaborate with marketing to optimize lead generation initiatives and improve conversion rates. Continuously track and optimize each stage of the funnel to reduce acquisition time and increase efficiency. Team Leadership & Culture: Manage, coach, and develop a team of Inside Sales Executives / BDRs. Foster a high-performance sales culture built on ownership, results, and continuous learning. Conduct regular coaching sessions, team huddles, and performance reviews to build capabilities and drive accountability. Performance Metrics & Insights : Drive key sales metrics including a lead-to-meeting conversion rate of 30%, meeting-to-deal conversion of 25%, and sales cycle completion within 6090 days. Revenue Contribution: Achieve monthly team revenue targets of 30 Crore. Leverage CRM tools and analytics dashboards to monitor progress, surface insights, and steer data-led improvements. Client Engagement: Guide the team in delivering impactful virtual pitches and converting high-quality leads into long-term clients. Step in to lead strategic conversations or high-value negotiations when needed. Ensure a strong foundation for new client relationships through active involvement during the early onboarding phase. Training & Development: Drive ongoing learning through focused sessions on SaaS selling, objection handling, and consultative sales techniques. Keep the team informed about product updates, competitive positioning, and evolving customer needs. Qualification & Experience: MBA with 4 - 6 years of experience in Inside Sales, SaaS Business Development, or B2B Pre-Sales, including a minimum of 3 years in a managerial role. Proven track record of managing 6090 day sales cycles and successfully stabilizing new customer accounts. Demonstrated ability to consistently meet or exceed sales and revenue targets. Key Success factor for the role: Inspirational Leadership: Ability to build, lead, and motivate high-performing inside sales teams with a focus on accountability and results. Data-Driven Mindset: Strong analytical orientation with hands-on experience using CRM tools like LeadSquared, Salesforce, and Zoho to drive performance and insights. Outbound Sales Expertise: Proficiency in outbound communication channels, with demonstrated effectiveness using tools such as LinkedIn Sales Navigator and MS Excel to identify and convert leads. Exceptional Communication Skills: Strong verbal and written communication, coupled with sharp negotiation and presentation abilities to influence stakeholders at all levels. Execution Under Pressure: Proven ability to thrive in a fast-paced, target-driven environment while consistently delivering bu siness outcomes.

. • Follow up with leads, convert inquiries into confirmed admissions. • Explain course content, features, benefits, and career outcomes to prospective students. • Achieve monthly and quarterly sales targets. •

Roles and Responsibilities Manage CRM tools such as Salesforce, Zoho CRM, Lead Squared, SugarCRM to ensure efficient customer relationship management. Develop and implement effective CRM strategies to drive business growth and improve customer satisfaction. Collaborate with cross-functional teams to identify opportunities for process improvements and optimize sales processes. Analyze data from various sources (e.g., Google Analytics) to inform business decisions and measure campaign effectiveness. Desired Candidate Profile 6-11 years of experience in CRM Management or related field. Proficiency in at least two CRM tools (Salesforce, Zoho CRM, Lead Squared, SugarCRM). Strong understanding of CRM strategy development and implementation best practices.

About Bonanza Group : Bonanza Group is a leading player in the fintech and finance industry, committed to delivering innovative financial solutions that empower our customers. We are looking for a CRM Executive to help us deliver exceptional customer experiences through our CRM system. This is an exciting opportunity for individuals passionate about customer relationships, data analysis, and marketing automation. Job Summary: We are looking for a CRM Executive to support our CRM Systems Manager in managing and executing CRM activities that drive customer retention, engagement, and overall satisfaction. The ideal candidate will be responsible for executing CRM campaigns, maintaining the CRM system, and providing insights that can help improve customer interactions. This role is critical in enhancing customer engagement by personalizing communication and automating key processes that lead to higher conversion and retention rates. Key Responsibilities: CRM Data Management: Maintain and update the customer database with accurate and relevant information. Monitor and manage customer segmentation to ensure that each customer group is targeted appropriately. Campaign Execution: Assist in the execution of email, SMS, push notifications, and WhatsApp campaigns. Support in the development and execution of personalized communication strategies for customer retention. Customer Engagement: Monitor customer interactions to identify opportunities for improving engagement. Use customer feedback and behavior data to personalize communication and enhance the customer journey. Automation: Collaborate with the marketing automation team to implement and optimize automated workflows and processes. Execute customer lifecycle email programs (e.g., welcome emails, post-purchase follow-ups, re-engagement campaigns). Reporting & Analytics: Track and analyze campaign performance, customer data, and key metrics (open rates, CTR, conversion rates). Provide regular reports and insights to the CRM Systems Manager to refine and optimize CRM strategies. Collaboration: Work with cross-functional teams (sales, marketing, customer support) to ensure CRM activities align with broader business objectives. Collaborate with the design team to create email and SMS templates that adhere to branding guidelines. CRM System Support: Support the CRM Systems Manager in ensuring that the CRM platform is fully functional and optimized. Assist in troubleshooting and resolving issues related to CRM system performance or data accuracy. Customer Feedback: Manage and respond to customer queries or complaints received via CRM tools, ensuring timely and professional resolution. Gather insights from customer feedback to improve CRM strategies and customer experience. Continuous Improvement: Stay up-to-date with trends in CRM practices, marketing automation, and data management to improve strategies. Suggest improvements to processes, workflows, and the CRM system to streamline operations. Qualifications: Experience: 1-3 years of experience in CRM or related fields such as marketing automation, customer service, or data analysis. Educational Background: Bachelors degree in Marketing, Business Administration, Information Technology, or related fields. Technical Skills: Familiarity with CRM platforms like Leadsquared, Salesforce, HubSpot, or Zoho CRM. Analytical Skills: Strong analytical abilities with the ability to use CRM and marketing data to make data-driven decisions. Communication Skills: Excellent written and verbal communication skills, with the ability to craft compelling and customer-centric messages. Attention to Detail: Strong attention to detail, especially when it comes to managing customer data and tracking campaigns. Problem-Solving Skills: Ability to identify and resolve issues in CRM workflows or data discrepancies in a timely manner. Why Join Bonanza Group: Growth Opportunities: We offer a dynamic and innovative environment where you can grow professionally and take on greater responsibilities. Collaborative Culture: Be part of a collaborative team that values creativity, feedback, and continuous improvement. Competitive Compensation: We provide an attractive salary package and benefits to all our employees. Impactful Work: Your role will have a direct impact on how we connect with our customers and deliver exceptional service. This role is an excellent opportunity for someone who is passionate about customer relationship management, data analysis, and making meaningful improvements in customer engagement through technology.

Key Responsibilities: Plan and execute marketing strategies to promote residential and commercial projects Manage digital campaigns across platforms (Google Ads, Facebook, Instagram, LinkedIn, etc.) Create marketing content including brochures, emailers, social media posts, and property listings Generate and qualify leads via digital channels, events, and offline promotions Maintain and update the company's website and property portals (e.g., 99acres, Magic Bricks, Housing.com) Organize open houses, property expos, and customer meetups Coordinate with graphic designers, photographers, and video editors to create visual content Track campaign performance and prepare regular reports on lead quality, conversion, and ROI Collaborate with the sales team to align campaigns with inventory and sales goals Ensure brand consistency across all marketing materials and platforms Requirements: Bachelor's degree in Marketing, Business, Communications, or related field. Preference will be given for candidates having post graduation qualification in marketing major from a premier business school 10 to 12 years of marketing experience in real estate or a similar industry Proficiency in digital marketing tools (Google Ads, Meta Ads, CRM systems, etc.) Strong understanding of local real estate market trends and customer preferences Excellent communication, presentation, and interpersonal skills Ability to manage multiple projects and meet tight deadlines Familiarity with design tools like Canva, Photoshop, or CorelDRAW is a plus

At MakeMyTrip, our client relationships are our top priority. Were looking for a dedicated and personable account manager to maintain our clients’ accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service. Applicants should also be comfortable working with spreadsheets, audits, and other organizational software. If this sounds like you, apply today and help us build meaningful, long-lasting relationships that move our business forward! Objectives of this Role • Act as the main point of contact in all matters relating to client concerns and needs • Build and strengthen client relationships to achieve long-term partnerships • Maintain accurate client records, keeping track of any contract updates and renewals • Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met • Develop a thorough understanding of our products and service offerings to upsell better and cross-sell to clients. Daily and Weekly Responsibilities • E-Meet regularly with clients to discuss progress and find new ways to improve business • Identify upsell, cross-sell, and renewal opportunities and communicate with the client Key Skills Required • Minimum Sales experience of 3 years (B2B preferred) • Excellent communication skills are required (English mandatory). • Comfortable working on a CRM • Good listeners and problem solvers • Great rapport-building and customer servicing skills. • Research (prospecting) skills • Proven track record of customer acquisition/hunting • Start-up, Fintech, and SaaS industry experience is a plus!

Vidyashilp University Hiring! Position: Senior Executive / Assistant Manager Experience: 5-6 years Domain: MIS | Business Analysis | LSQ (preferred) Responsibilities (Job Description): * Work confidently with complex data and systems * Collaborate with stakeholders to gather and understand business requirements * Coordinate with IT and departments to implement solutions aligned with business goals * Document business requirements, processes, and reports in detail * Prioritize initiatives based on strategic needs Preferred Skills and Qualifications: * Bachelors degree in IT or Computer Science (or equivalent) * 56 years of experience in Operations & Business Analysis or a related role * Strong communication skills, with the ability to work across all levels * Proficient in Microsoft applications; LSQ knowledge is an added advantage * Experienced in creating documentation and reports * Excellent planning and time management * Quick learner with adaptability to explore new applications Interested candidates can share their CV at: srikanth.bs@vidyashilp.com

Role & responsibilities CRM Configuration & Customization: Set up and configure the LeadSquared CRM to support business processes, including customizing fields, forms, lead capture workflows, and user roles. Implement and manage automated workflows, rules, and triggers to streamline operations. Configure sales pipelines, deal stages, and lead scoring to align with the organization's sales process. User Management & Support: Manage user roles, permissions, and access levels within the CRM. Provide ongoing support to end-users by answering queries, troubleshooting issues, and resolving CRM-related problems. Create and deliver training materials, workshops, and one-on-one training sessions to ensure effective CRM usage across teams. Data Management & Reporting: Maintain data integrity within the CRM by overseeing data imports, exports, and integrations with other platforms. Set up and manage reports and dashboards to track CRM performance, sales performance, and lead conversion rates. Provide regular analysis and insights on CRM data to improve sales and marketing strategies. System Integration & Automation: Integrate LeadSquared CRM with other business applications (e.g., telephony platforms, marketing automation tools). Implement and manage automation for lead capturing, nurturing, and scoring to increase sales efficiency and customer engagement. Performance Optimization & Troubleshooting: Monitor the system for any issues, performance bottlenecks, or outages and provide quick resolutions. Continuously evaluate the system for enhancements and new features that can improve business processes. Collaboration & Strategic Support: Collaborate with sales, marketing, and customer service teams to gather feedback and adjust CRM configurations as necessary. Serve as the main point of contact for all CRM-related queries and provide strategic input on how the CRM can best support business goals. Skills and Qualifications: Experience: Proven experience as a CRM Administrator, particularly with LeadSquared CRM, or similar CRM systems (e.g.HubSpot). Hands-on experience in configuring, managing, and customizing CRM systems. Experience in data management, integrations, and creating reports within CRM platforms. Technical Skills: Strong understanding of CRM functionality, workflows, and automation. Familiarity with APIs, system integrations, and third-party software tools used with CRM systems. Experience with SQL, data manipulation, or scripting languages for advanced CRM configuration is a plus. Analytical Skills: Ability to generate meaningful reports and analyze CRM data to optimize sales, marketing, and customer service processes. Strong problem-solving skills and the ability to troubleshoot technical issues. Soft Skills: Excellent communication skills for training and supporting end-users. Strong attention to detail and the ability to manage multiple tasks simultaneously. Ability to collaborate with cross-functional teams and adapt to evolving business needs. Education & Certifications: Bachelor's degree in Business, Information Technology, Computer Science, or a related field. LeadSquared CRM certification (or similar CRM platform certifications) is highly desirable. This role combines technical expertise in CRM management with an understanding of business processes, aiming to maximize the value and effectiveness of the LeadSquared CRM system.

Job Description: Conversion Rate Optimizer (CRO) - UGI Location: Kochi, Kerala *Lead Management *Knowledge in CRM,Lead square softwares *Advanced Excel knowledge *Age below 30 *Minimum 1year experince in similar fied

About WanderOn Remember the days when we used to fill our slam-books with career aspirations like scientist, teacher and doctor? Nobody at that time thought there could've been a career in Traveling, let alone being a travelpreneur! But as life happens, you understand that a career could be anything where you can be a problem-solver for society. And that's how a few engineers from NIT Kurukshetra found that the travel industry in India needed a fresh burst of young energy! The need of the hour was to convert a dispersed agent-based model to a more friendly, transparent and an accessible community for Indian travelers, and hence WanderOn. We at WanderOn are a modern travel community that provides end to end travel packages in India and abroad. We design the best travel itineraries that encourage group traveling for like-minded people. Our services include road trips, trekking expeditions, corporate trips, and customized tour packages. On our trips, we ensure hassle-free traveling, top-notch accommodation and guided sightseeing that too on a budget. Why Join WanderOn? Executive Leaders & founding team all engineers from NIT Kurukshetra have left their corporate jobs to create disruption and bring about a revolution in the age-old travel industry practices ranging from creating completely new products to completely new methods of execution. If you like to disrupt old ways and bring about revolution you are a perfect fit for our company culture. We will give you an environment to thrive and moreover we are a lean team, so your growth is always in the acceleration mode. In a nutshell, we really want You to feel inspired every day you come to the office and make WanderOn truly a great place to work. Join us in bringing about the revolution that is coming. Position: Travel Sales Consultant We are looking for a travel consultant to join our company to help us create and organize trips for our clients. You will be required to interact with our clients and guide them toward picking the best holiday package to suit all of their requirements. Your contribution will impact our company as well as the satisfaction of our customers and drive profits. We are looking for an experienced Travel Sales Consultant who specializes in tailor made travel and tours. Job Roles and Responsibilities: Help clients identify their ideal travel package and suggest the best package. Study and assimilate all information regarding travel destinations such as prices, weather, language, currency, customs, etc. Regularly maintain a good relationship with our customers. Sell the appropriate tour package to the right customer. Negotiate any customizations or modifications requested and accommodate to the best level possible. Reach the sales and revenue targets. Stay up to date on travel trends. Skills & Qualifications Required: Bachelor's degree in travel and tourism, hospitality business or relevant fields. Destination Knowledge: Must have knowledge and experience in international & domestic destinations. Minimum 1+ years of experience in a similar role for Travel Sales. Fundamental knowledge of Visa process. A proven track record of securing sales in a customer-focused environment. Excellent communication and people skills. Excellent negotiation and liaison skills. Natural rapport-building skills. Strong customer service ethic. Self motivated and target driven. Critical thinker and problem solver.

Role & responsibilities CRM Platform Management (LeadSquared / Salesforce) Manage and customize the LeadSquared or Salesforce CRM to align with chit fund workflows. Set up custom fields, forms, lead stages, opportunity pipelines, and workflows tailored to our financial products. Automation & Campaign Execution Design and manage automated lead nurturing workflows, follow-ups, renewal alerts, and payment reminders. Implement automation for lead scoring, task assignments, and escalation management. Data Management & Integrity Maintain clean and structured lead and customer data through imports, deduplication, validations, and regular audits. Ensure compliance with regulatory and privacy standards for customer data. Integration Integrate CRM with tools such as: Dialer platforms WhatsApp/SMS platforms Onboarding tools Payment tracking systems Ad platforms ( Meta / Google ) for lead capture syncing Reporting & Analytics Generate actionable dashboards and reports on: Lead conversion Disbursement timelines Campaign performance Collection efficiency Share insights to help business teams make informed decisions. User Training & Support Train sales, marketing, risk, and support teams on CRM usage, dashboards, and best practices. Conduct regular training for telecallers on lead status handling, CRM hygiene, call dispositioning, and follow-up workflows. Provide ongoing technical support and troubleshooting for CRM users. Continuous Improvement Regularly audit workflows, processes, and reports to enhance performance and usability. Coordinate with vendors or internal developers for customizations and new feature rollouts. Preferred candidate profile Bachelors degree in Business, Marketing, IT, or a related field. 2–4 years of CRM experience, preferably with LeadSquared or Salesforce. Strong understanding of lead management, sales pipelines, and customer lifecycle workflows in financial services. Proficient in Excel (VLOOKUP, pivot tables, data cleaning, etc.). Familiarity with ad tech, dialers, onboarding tools, or ticketing platforms is a plus. Ability to collaborate across teams, manage data with precision, and communicate clearly. Certifications in Salesforce or LeadSquared (optional but preferred).

Role & responsibilities: Initiate cold and warm calls to prospective customers generated through digital campaigns, website signups, or internal references. Present and articulate the benefits of our career-oriented programs (e.g., Business Analyst Training) in a confident and engaging manner. Arrange and reconfirm introductory/demo sessions for interested leads. Ensure continuous engagement with potential clients via phone, WhatsApp, or email until successful enrollment. Accurately log all interactions and updates in the Customer Relationship Management (CRM) platform (e.g., LeadSquared or equivalent). Address concerns or hesitations with clarity, and respond to inquiries with timely and appropriate solutions. Achieve the calling, follow-up, and conversion goals as defined by the Sales Lead or Manager. Liaise with internal teams, such as Sales Operations and Onboarding , to ensure a seamless conversion process. Actively take part in team discussions or huddles and contribute suggestions to enhance performance and efficiency. Uphold a professional and courteous tone during all client communications and maintain a customer-first approach. Preferred candidate profile: Strong command over Telugu and English with excellent spoken communication abilities. Previous experience in roles like telecalling, inside sales, or customer service will be considered an added benefit. Fresh graduates with strong communication and interpersonal skills are encouraged to apply. Comfortable handling a high volume of outbound calls (50100 per day) in a performance-based setting. Familiarity with CRM platforms such as LeadSquared will be an advantage. Must possess effective listening, persuasion, and follow-up capabilities. Should exhibit a proactive approach , with confidence and enthusiasm in daily tasks. Ability to collaborate in a team-focused environment and maintain composure under pressure.