• Onboarding of new Clients and own the Implementation till its handed over to Client Success Team at CRM.
• Understand customers’ business needs and devise appropriate solutions using CRM
• Understand the software and tools ecosystem of Customer and come up with best possible ways of connecting CRM to them.
• Come up and implement the best way of importing existing customer data and digital assets
• Execute the implementation plan: Make the customer live within promised timeframe.
• Be point of contact for customer on implementation including any integrations.
• Communicate work status to client and internal stakeholders on a regular basis
• Work with Sales, Implementation teams to ensure that they understand any customizations done or unique needs served for the customer
• Track key metrics and KPIs related to implementation success
• Identify implementation areas that can be automated and work with the product or customer success teams to automate them.
• Upsell / cross-sell CRM product or services wherever applicable after consulting with Sales POC for the account.
• Help the team/client with API Integrations, Connectors or any cloud platform configuration or technical related queries.
• Prepare Status Reports of all the accounts handled by team and share with respective stakeholders. Requirements: Bachelors or Masters Degree Exception problem solving and solutioning skills for clients from different domains. Customer success oriented attitude Any previous exposure in CRM Tool (especially-Leadsquared)and Integrations with third party platforms will be an advantage. Good Communication Skills to handle domestic as well as international clients Excellent written and oral English skills Timely execution oriented, proactive professionals will be preferred
