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0.0 - 2.0 years
3 - 6 Lacs
Hyderabad
Work from Office
Job Title: Presales Intern Department: Sales / Solution Engineering Reports To: Presales Manager / Solution Architect Lead LocationHyderabad Role Summary We are looking for a dynamic and detail-oriented Presales Intern to support our technical sales and solutioning efforts. This internship offers a unique opportunity to learn the fundamentals of solution consulting, client engagement, and proposal development while working closely with cross-functional teams. You will assist in preparing proposals, demos, presentations, and contribute to the presales lifecycle from requirement gathering to documentation. Key Responsibilities Assist the presales team in understanding client needs and preparing tailored technical solutions. Develop and modify presentations, technical proposals, and presales documents. Support product demos and Proof of Concept (POC) engagements. Collaborate with internal stakeholders (technical, product, marketing) to gather inputs for solutions. Maintain documentation related to client requirements, RFP/RFI responses, and feedback. Conduct research on industry trends, prospective clients, and competitor offerings. Participate in client meetings and discussions under the guidance of senior team members. Update CRM systems and maintain sales documentation and knowledge repositories. Required Qualifications & Skills Currently pursuing or recently completed a degree in Engineering, Information Technology, Business, or a related field. Strong verbal and written communication skills. Basic knowledge of SaaS products and software solutions. Proficiency in Microsoft Office, especially PowerPoint and Excel. Analytical mindset with a problem-solving attitude. Ability to work independently and within a team environment. High enthusiasm to learn and grow in presales and client-facing roles. Soft Skills Strong communication and presentation skills Curiosity and a willingness to learn Organizational ability and attention to detail Time management and multitasking Collaborative mindset with proactive behavior Preferred Qualifications Exposure to CRM tools like Salesforce, HubSpot, or Zoho. Experience with design/visual tools such as Figma, Canva, or Lucidchart. Familiarity with APIs, software architecture, and cloud platforms (AWS, Azure, GCP). Key Relationships Internal: Sales team, Solution Architects, Product Managers, Marketing External: Clients and Prospective Customers (with supervision) Role Dimensions Support presales activities across various domains and service lines. Contribute to the improvement of proposal quality and customer engagement processes. Gain exposure to end-to-end presales lifecycle and client solutioning strategies. Success Measures (KPIs) Quality and timeliness of presentations and proposal documents Effective collaboration with internal stakeholders Accuracy of documentation and client input tracking Positive feedback from team members and mentors Demonstrated learning and growth throughout the internship Competency Framework Alignment Communication: Clear articulation in writing and presentations Customer Focus: Supporting tailored client solutions Teamwork & Collaboration: Contributing to group goals Learning Agility: Quick adaptation and learning of new concepts Problem Solving: Applying analytical thinking to support technical sales
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Jharkhand
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Kochi
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Ajmer
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Vijayawada
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Jaipur
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Mysuru
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Aurangabad
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Surat
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Rajkot
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Kanpur
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Thiruvananthapuram
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Mohali
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Nashik
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
4.0 - 8.0 years
6 - 10 Lacs
Madurai
Work from Office
Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation Set up and optimize lead scoring, routing, and sequencing logic Build rules of engagement per sales group including task automation, SLA adherence, and notification compliance Create and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needs Ensure end-to-end data hygiene across contacts, companies, deals, and tickets/cases Build cross-object reports, dashboards, and custom formulas for ops visibility Expert-level use of Google Looker Studio and Google Analytics for CRM-integrated reporting Onboard new clients or teams with CRM setup, training, and full workflow implementation Configure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRM Use tools like Zapier or Pabbly to automate between internal tools and external apps PreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needs What Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessary CollaborationYou will work closely with sales, marketing, and RevOps teams to align strategies AdaptabilityThe ability to navigate fast-paced, evolving environments is crucial Problem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficiently Empathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operations Attention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectively Growth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads
Posted 2 weeks ago
2.0 - 4.0 years
5 - 9 Lacs
Pune
Remote
KRA: Onboarding Coordination Prepare and issue offer letters, NDAs, and salary annexures in a timely manner Ensure all onboarding documents (HRMS updates, background verification requests) are completed and signed off by the necessary stakeholders Conduct initial onboarding meetings and coordinate with various internal teams for a smooth onboarding experience Employee Data ManagementRegularly update the HRMS with accurate employee data, including CTC, notice period, probation status, BGV, and time tracking Follow up on employee data updates, ensuring all relevant information such as bank details and profile information is accurately captured Background Verification ManagementInitiate and track background verification requests, keeping the HR team informed of the progress Communicate BGV statuses to employees promptly once completed Payroll and Attendance ManagementEnsure time tracking tools are accurately capturing employee attendance and hours worked Cross-check and provide the payroll team with accurate attendance data for payroll processing, including approvals for leave applications and compensation offs Communication and Employee EngagementPrepare onboarding emails and welcome announcements; ensuring new hires feel welcomed into the organization Schedule and conduct Meet & Greet sessions for new joiners with relevant teams, including the RM Documentation and ComplianceGenerate and distribute various legal and compliance documents (e.g., PIPs, resignation acceptance letters, no dues forms) Ensure that all employment paperwork, including service agreements and contracts, is accurately maintained and executed Reporting and AnalysisPrepare weekly and daily reports on various metrics such as abandoned shifts, late logins, leave balances, and appraisal statuses Submit weekly reports to the HR team and management for review and action Policy Adherence and UpdatesRegularly communicate company policies and updates, ensuring employees are aware and compliant Initiate periodic surveys (NPS, CSAT, event feedback) and analyze results for actionable insights Required Skills: HR KnowledgeStrong understanding of HR processes, compliance, and labor laws Communication Skills: Excellent verbal and written communication skills for effective interaction with employees and stakeholders Organizational Skills: Strong organizational abilities to manage multiple tasks and deadlines effectively Technical Skills: Proficiency in HRMS, Zoho People, and time tracking tools; familiarity with MS Office Suite for reporting and documentation Attention to DetailHigh level of accuracy in data entry and document preparation Problem-solving skillsAbility to identify issues and propose solutions in onboarding processes and employee management Interpersonal Skills: Ability to work collaboratively within a team and foster a welcoming environment for new employees
Posted 2 weeks ago
4.0 - 9.0 years
6 - 12 Lacs
Chandigarh
Work from Office
Responsibilities: * Design, develop & maintain Zoho solutions using CRM, Books & Creator * Collaborate with cross-functional teams on campaign implementation * Ensure data security & compliance standards met Experience: 3+ years atleast
Posted 2 weeks ago
2.0 - 4.0 years
0 Lacs
Pune
Work from Office
About the Role: We are seeking a dedicated and detail-oriented Accounts & Finance Executive to manage day-to-day accounting and finance operations. The candidate will be the in-house point of contact for all financial and statutory compliance matters, supporting the CFO in delivering accurate and timely financial insights and reports. Key Responsibilities: Accounting & Bookkeeping: Maintain accurate books of accounts in Tally/other ERP software. Record daily transactions including sales, purchases, expenses, and payments. Handle accounts receivable and accounts payable processes. Statutory Compliance: Ensure the timely working of GST returns, TDS, PT, and other statutory dues. Coordinate with consultants/auditors for IT filings and audits. Maintain compliance with labor laws, including PF, ESIC, and the Shops and Establishment Act. Payroll Processing: Assist in monthly payroll calculations and disbursement. Ensure compliance with applicable deductions and filings. Banking & Treasury: Manage daily banking operations, payments, and vendor settlements. Audit Support: Coordinate with statutory auditors during audits. Ensure timely submission of required documents and explanations. Desired Candidate Profile: B.Com/M.Com or equivalent degree in Accounting/Finance. 2 to 4 years of relevant experience in accounts and finance, preferably in the IT/Service sector. Working knowledge of accounting software (Tally, Zoho, QuickBooks, etc.). Familiarity with GST, TDS, PF, ESIC, and labour law compliances. Good communication and documentation skills. Proficiency in MS Excel and basic financial reporting.
Posted 2 weeks ago
0.0 - 2.0 years
1 - 1 Lacs
Chennai
Work from Office
Responsibilities: * Prepare financial reports using Zoho & Tally software * Ensure compliance with accounting standards and tax laws * Manage accounts payable/receivable cycle looking only female candidates & near to Ambattur area
Posted 2 weeks ago
3.0 - 6.0 years
5 - 12 Lacs
Noida, Hyderabad
Work from Office
Exp: 3 to 6 years Notice: Immediate Or Serving Notice Location: Noida and Hyderabad Responsibilities: Collaborate with clients to gather and understand their business requirements. Design and develop Zoho One solutions tailored to meet client needs. Customize and configure Zoho One applications such as CRM, Creator, Books, and more. Give demo to clients and gather feedback for improvements. Integrate third-party applications when necessary. Perform data migration and ensure data integrity. Troubleshoot and resolve issues as they arise. Stay updated with the latest Zoho One features and updates to recommend improvements. Requirements: 3 - 6 years of hands-on experience as a Zoho Developer. Proficiency in customizing and configuring Zoho One applications. Strong understanding of Zoho Creator, Zoho CRM, Zoho Books, and other Zoho products. Experience with Zoho API integrations. Knowledge of web technologies (HTML, CSS, JavaScript). Excellent problem-solving skills and attention to detail. Strong communication and client-facing skills. Zoho certifications (preferred but not required).
Posted 2 weeks ago
5.0 - 10.0 years
8 - 10 Lacs
Gurugram
Work from Office
Job Summary: We are seeking an experienced and skilled Zoho CRM Specialist with 5-6 years of hands-on experience to join our dynamic team. As a Zoho CRM Specialist, you will be responsible for managing, customizing, and optimizing our Zoho CRM to enhance the effectiveness of sales, marketing, and customer service processes. The ideal candidate will possess in-depth technical expertise in Zoho CRM, have experience in system integration, and be able to collaborate with cross-functional teams to improve CRM usage and adoption. Key Responsibilities: Zoho CRM Customization & Configuration: Customize Zoho CRM modules (Leads, Accounts, Contacts, Opportunities, etc.) based on business requirements. Create custom fields, layouts, and reports to ensure efficient CRM usage. Develop automated workflows, process management rules, and email alerts to improve business processes. Data Management & Integration: Import, export, and manage data within Zoho CRM, ensuring data quality and consistency. Integrate Zoho CRM with other third-party applications and tools, including marketing, finance, and ERP systems. Set up and maintain Zoho CRM integrations with email, calendar, and other business systems. User Training & Support: Provide end-user support to resolve CRM-related issues and queries. Train sales, marketing, and customer service teams on Zoho CRM best practices and new features. Create and maintain user manuals, training materials, and FAQs. Reporting & Analytics: Build and manage custom reports and dashboards to track sales performance, lead conversion, and customer engagement. Analyze CRM data to provide insights and recommendations for business growth and improvement. System Optimization & Maintenance: Continuously monitor and optimize CRM system performance to improve user experience and data accuracy. Conduct system updates, troubleshoot errors, and ensure data backup procedures are in place. Work with internal teams to define and implement new CRM features and improvements. Project Management: Work closely with the project management team to implement Zoho CRM-related projects on time and within budget. Ensure smooth rollouts of new Zoho CRM versions, updates, and features. Requirements Bachelors degree in business administration, IT, or a related field (or equivalent experience). 5-6 years of hands-on experience working with Zoho CRM or similar CRM platforms. Strong experience in Zoho CRM customization, configuration, automation, and integration. In-depth understanding of sales, marketing, and customer service processes. Experience with Zoho Analytics, Zoho Reports, and other Zoho products is highly preferred. Proficiency in data management, report creation, and data visualization. Knowledge of CRM-related integrations (API, webhooks, third-party tools, etc.). Ability to handle multiple projects simultaneously while meeting deadlines. Strong communication and interpersonal skills with the ability to collaborate with cross-functional teams. Certifications in Zoho CRM or Zoho Creator (optional but preferred). Desired Skills: Strong problem-solving and troubleshooting skills. Familiarity with workflow automation and business process optimization. Experience with data migration and CRM system implementation.
Posted 2 weeks ago
3.0 - 8.0 years
2 - 5 Lacs
Chennai
Work from Office
Dear Candidates, Greetings from Yethi ! Note to Candidates: Kindly go through the job description carefully. We are looking for candidates who can join immediately or within a week . Location: Taramani, Chennai Job Overview: We are looking for an experienced System Administrator with expertise in ManageEngine AD360 to join our IT infrastructure team. The ideal candidate will be responsible for the daily management, configuration, support, and optimization of the AD360 suite, including modules like ADManager Plus, ADAudit Plus, and ADSelfService Plus. This role is critical to ensuring a secure and efficient identity and access management environment across the organization. Key Responsibilities: Administer and support the full ManageEngine AD360 suite, including configuration, upgrades, patching, and health monitoring. Implement and manage user provisioning, de-provisioning, group policies, and access control using ADManager Plus. Configure and manage self-service capabilities, password policies, and multi-factor authentication via ADSelfService Plus. Monitor and audit Active Directory activities using ADAudit Plus and generate compliance reports (e.g., SOX, GDPR, HIPAA). Automate user and group lifecycle tasks using AD360s workflow engine and PowerShell scripting. Collaborate with the IT security team to enforce directory security and access policies. Troubleshoot issues related to AD360 performance, access management, and directory synchronization. Ensure regular backup and recovery procedures are tested and documented for the AD360 system. Maintain detailed documentation of configurations, workflows, policies, and procedures. Preferred Skills: Experience with hybrid environments (on-prem AD and Azure AD). Integration experience with HRMS/ITSM tools (e.g., Workday, ServiceNow). Microsoft certifications (e.g., MCSA, Microsoft Certified: Security, Compliance, and Identity Fundamentals). Understanding of SSO and identity federation concepts. Soft Skills: Excellent communication and interpersonal skills. Strong documentation and organizational skills. Ability to manage multiple priorities in a fast-paced environment. Self-motivated and detail-oriented with a proactive approach.
Posted 2 weeks ago
3.0 - 8.0 years
15 - 30 Lacs
Pune
Remote
Job Title: Digital Product & Tech Stack Expert Founding Team Company: SimplyLIC.com Backed by a 5 crore launch fund, we are building Indias next-gen digital LIC platform. The goal is simple to beat IDBI Bank in LIC policy sales using the power of technology, performance marketing, and personalized funnels. Led by a top-ranked insurance entrepreneur, we aim to create a scalable, tech-enabled LIC sales engine. Job Description: We are seeking a Digital Product & Tech Stack Expert to join our founding team. You will lead the end-to-end tech implementation — from building landing pages and integrating APIs to setting up automation tools and analytics dashboards. This role is ideal for someone who thrives in a zero-to-one setup and wants to co-create a high-impact insurtech brand. Responsibilities: • Build and manage SimplyLIC’s web platform (WordPress or custom stack) • Develop responsive landing pages, lead capture forms, and plan showcase templates • Integrate CRM tools, WhatsApp Business API, and lead scoring systems • Ensure SEO-optimized, fast-loading, mobile-first UX • Implement analytics (GA4, Meta Pixel, GTM), retargeting, and tracking • Maintain server, hosting, security, uptime, and version control • Collaborate with designers, marketers, and POSP onboarding team • Work closely with the founder to execute the full tech roadmap Desired Skillset: • 3–6 years of experience as a Full Stack Developer / Web Tech Lead • Strong knowledge of: React.js / WordPress, HTML, CSS, JavaScript, PHP/Node.js • Familiarity with: Zoho / HubSpot CRM, WhatsApp API, Google Tag Manager, Facebook Pixel • Bonus: Knowledge of insurance/finance industry or lead-based businesses (e.g., real estate, loans, insurance) Traits We Value: • Startup mindset: fast, frugal, and focused • Bias for action: launch quickly, optimize later • Ownership: treat SimplyLIC like your own venture Location: Pune (Hybrid) or Remote (for exceptional candidates) Compensation: • 18 – 30 LPA (flexible based on experience) • Co-founder Equity/Sweat Equity available • Incentives tied to digital growth milestones
Posted 2 weeks ago
4.0 - 6.0 years
4 - 5 Lacs
Gurugram, Delhi / NCR
Work from Office
Supervise day-to-day warehouse activities ensuring timely receipt, storage, and dispatch of goods. Monitor logistics KPIs such as OTIF (On Time In Full), freight costs, and delivery timelines. Required Candidate profile 4-5 years of experience in warehouse and logistics management, preferably in FMCG or consumer goods. Working knowledge of ERP/WMS systems (SAP, Zoho, etc.).
Posted 2 weeks ago
3.0 - 4.0 years
0 - 0 Lacs
Bengaluru
Work from Office
Must have hands on experience managing R2R & P2P processes, MIS Management, Vendors & Customers Interactions, Knowledge of Excel & Zoho, Good Communication Skills, Depth Accounting Background, Fund Raise, Compliances, Due Diligence
Posted 2 weeks ago
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