Renewal Sales Quoting Procedures Jobs in Bengaluru

Associate Inside Sales Location: Bengaluru Employment Type: Full-Time About ClinChoice ClinChoice is a global leader in providing full-service clinical development and post-approval solutions to the world s top pharmaceutical, biotechnology, medical device, and consumer health companies. Since 1995, we ve partnered with innovators across the healthcare spectrum to accelerate clinical trials, ensure regulatory compliance, and advance patient safety. With operations spanning the U.S., U.K., Mexico, Armenia, China, Japan, India, and the Philippines, we deliver high-quality, data-driven solutions tailored to our clients unique needs. Position Summary We re seeking a motivated and detail-oriented Inside Sales Associate to join our growing team in Bengaluru. In this role, you will drive lead generation and business development initiatives by identifying new opportunities, reaching out to prospects, and supporting cross-functional collaboration to expand ClinChoice s footprint. Key Responsibilities Lead Generation & Outreach Research potential clients, including current and pipeline products, and identify key decision-makers. Initiate contact via targeted emails and cold calls to introduce ClinChoice s services and generate qualified leads. Consistently achieve monthly and quarterly goals for scheduling meetings with prospective clients. Maintain accurate records of all outreach activities, meetings, and follow-ups in the CRM system. Cross-Functional Collaboration Work closely with the Business Insights team to pinpoint opportunities and contribute to tailored marketing campaigns. Assist in distributing marketing assets to prospective clients and stakeholders. Market Intelligence & Learning Stay informed about ClinChoice s capabilities, offerings, and active projects. Build and maintain a robust knowledge base of client systems, industry trends, and market developments. Track changes in technology, operations, and regulatory landscapes to identify new sales opportunities. Additional Responsibilities Comply with all company policies, procedures, and data protection guidelines. Maintain strict confidentiality in all communications and documentation. Support broader organizational and departmental goals. Actively participate in training programs and ongoing learning initiatives. Candidate Profile Bachelor s degree in Commerce, Life Sciences, or a related field; MBA preferred. 0 2 years of relevant experience in sales, business development, or a similar role. Proficient in MS Office tools (Word, PowerPoint, Excel). Basic understanding of biostatistics is a plus. Strong analytical, communication, and interpersonal skills. Self-motivated, proactive, and able to work independently with a solution-oriented mindset. Be part of a globally recognized organization at the forefront of clinical innovation. Collaborate with cross-functional experts from around the world. Grow your career in a fast-paced, learning-oriented environment. Qualification : Bachelors degree in Commerce, Life Sciences, or a related field; MBA preferred

Sales HR Business Partner (HRBP) Location: Bengaluru Work Type: Full-Time Ninjacart Pioneer. Challenge Yourself. Create Better Lives. At Ninjacart, we re building India s largest and most trusted agritech ecosystem revolutionizing how food and agri supply chains operate. Through technology, innovation, and collaboration, we empower farmers, traders, and retailers to grow sustainably while improving the lives of millions across the agri value chain. From Ninjacart for retailers to Ninja Mandi, Ninja Global, Ninja Kirana, and Ninja Kisaan, our platforms serve the unique needs of every agri stakeholder. Backed by global investors such as Accel, Tiger Global, Flipkart, Walmart, Qualcomm Ventures, and Nandan Nilekani, we are on a mission to build the most inclusive, efficient, and trusted AgriTrade Network in the world. About the Role As a Sales HR Business Partner (HRBP), you ll work closely with our dynamic sales teams to align people strategy with business goals. You will drive engagement, strengthen culture, support capability building, and ensure smooth HR operations acting as a trusted advisor to both leaders and employees. Key Responsibilities Partner with the Sales leadership team to design and execute HR strategies that enhance business performance. Foster a positive, engaging, and high-performance culture by implementing employee engagement initiatives. Communicate and ensure adherence to HR policies, procedures, and compliance requirements. Maintain and update accurate employee records and support payroll and HR operations. Identify training needs and coordinate relevant learning and development programs. Track and analyze HR metrics such as attrition, engagement, and performance trends to inform business decisions. Support performance management, talent reviews, and career development discussions. Serve as a bridge between employees and management, driving transparency, trust, and alignment with organizational goals. Bachelor s degree in Human Resources, Business Administration, or a related field (Master s degree or HR certification is a plus). 1 3 years of experience as an HR Business Partner, preferably supporting sales or field teams. Strong understanding of HR processes, employee engagement, and talent development. Excellent interpersonal, communication, and relationship-building skills across all organizational levels. A proactive, adaptable, and collaborative mindset someone who thrives in a fast-paced, evolving environment. At Ninjacart, you ll find purpose in every project and passion in every team. You ll be part of a company that values innovation, impact, and inclusion where every Ninja contributes to creating better lives across India s agri landscape. Become a Ninja. Transform the AgriFuture. Qualification : Bachelors degree in Human Resources, Business Administration, or a related field

Director Account Management Location: Bengaluru Work Type: Full-Time About Intugine Behind the scenes, these items journey through a global network of complex supply chains and that s where Intugine comes in. We are a leading supply chain visibility platform trusted by 75+ global enterprises including GE Healthcare, Flipkart, Titan, Diageo, Ultratech Cement, and more. By enabling real-time, multimodal visibility (across air, land, sea, and rail), we help brands eliminate inefficiencies, cut logistics costs, and deliver on time, every time. As a proud technology partner to the Government of India s National Logistics Policy, we integrate with systems like FASTag, Port Community System, and FOIS, bringing deeper insights and intelligence to modern logistics. About the Role We re looking for a Director Account Management to join our senior leadership team and take ownership of our enterprise customer relationships. In this role, you ll lead the Account Management and Customer Success function, responsible for driving customer value, growth, renewals, and satisfaction. You ll be the voice of the customer internally, while acting as a strategic consultant and trusted partner to top executives across our client portfolio. This is a high-impact leadership role that blends strategic thinking, team leadership, and customer-centric execution. Key Responsibilities Portfolio Growth: Drive expansion and retention through cross-selling and up-selling across Intugine s product suite. Team Leadership: Manage, mentor, and grow a team of high-performing account managers. Identify training needs and set performance goals. Strategic Relationships: Build and maintain strong relationships with key enterprise clients, especially at the CXO level. Customer Success Strategy: Develop and implement frameworks to ensure customer satisfaction, adoption, and long-term value realization. P&L Ownership: Own and manage the P&L for the enterprise account portfolio. Renewals & Retention: Lead the renewal strategy and exceed retention goals through proactive engagement and value delivery. QBRs & CSAT: Conduct regular QBRs, track satisfaction (CSAT), and resolve escalations in partnership with delivery and technical teams. Executive Communication: Communicate effectively with client stakeholders across levels; act as a strategic advisor on business and operational challenges. Account Mining: Identify new revenue opportunities by unlocking additional stakeholders and business units within existing accounts. Goal Setting & Cross-Functional Alignment: Collaborate with internal teams including sales, product, and delivery to align goals and drive customer outcomes. Coaching & Mentoring: Develop direct reports through regular feedback, coaching, and leadership development. 8+ years of experience in Account Management, Customer Success, or Enterprise Sales 4+ years of leadership experience managing high-performing teams Proven success in growing strategic accounts and delivering long-term value Strong background in B2B SaaS; experience in logistics or supply chain tech is a strong advantage Experience navigating complex sales cycles and executive-level conversations Excellent communication, stakeholder management, and problem-solving skills Self-starter mindset; thrives in a fast-paced, evolving business environment At Intugine, you won t just manage accounts you'll build real partnerships that shape the future of global logistics. As part of our leadership team, you'll have the autonomy, support, and vision to make an impact that lasts. Perks & Benefits: Employee Stock Options Grow with us and share in our success Comprehensive Health Cover Your well-being is our priority Personal Development Budget We invest in your growth Flexible Working Hours Work when you're at your best Generous Parental Leave Family first Equal Pay Policy Transparent and fair compensation Education Assistance For your continuous learning journey Autonomy & Ownership Run your show with full support Life Skills Training Tax planning, mental wellness, and more Company Outings & Paid Time Off Recharge and reconnect

Customer Support Engineer (CSE) Department: Technical Location: Bangalore Job Description The Customer Support Engineer (CSE) will be responsible for the maintenance, troubleshooting, and repair of Stratasys 3D printing equipment to ensure high customer satisfaction. This role involves direct interaction with customers, managing service calls, and maintaining equipment to the highest standards while following established procedures. Key Responsibilities Perform basic troubleshooting, installation, maintenance, and repair of Stratasys 3D printing equipment. Complete scheduled Preventative Maintenance and implement field modifications as required. Escalate unresolved technical issues to OEM teams following standard procedures. Maintain accurate and timely service logs, customer records, and internal documentation. Communicate regularly with customers to provide updates, resolve issues, and ensure proper follow-up. Ensure all tools and test equipment are properly maintained and calibrated. Adhere to Health and Safety regulations and other applicable regulatory requirements. Identify and support sales opportunities including new contracts, renewals, and system sales. Manage multiple open service issues efficiently, prioritizing tasks effectively. Requirements Educational Qualification: BE/B.Tech in Electrical Engineering or Mechanical Engineering. Diploma with 3+ years of experience servicing and operating 3D printing machines. Experience: Minimum of 3 years in a customer support or technical service role, preferably with experience in 3D printing equipment. Skills: Strong technical troubleshooting and problem-solving skills. Excellent communication and customer service abilities. Ability to manage multiple tasks and prioritize effectively. Qualification : BE/B.Tech in Electrical Engineering or Mechanical Engineering

Position: Counter Sales / Retail Sales Location: Bangalore, Gujarat, India Job Overview: We are looking for a motivated and customer-focused Retail Sales Associate to join our team. You will play a key role in delivering excellent in-store experiences by assisting customers, offering product insights, and supporting daily retail operations. Key Responsibilities: Greet customers and guide them through the store Provide detailed and accurate information on products, pricing, and after-sales services Address customer inquiries and resolve issues efficiently Recommend and compare products to support purchasing decisions Upsell and cross-sell relevant products Ensure shelves and display racks are fully stocked and organized Process returns and exchanges in line with company policies Collaborate with the sales team to ensure a high level of customer satisfaction, especially during peak hours Share information on ongoing promotions, deals, and special offers Collect and relay customer feedback to the Store Manager Stay updated on new arrivals, product updates, and store policies Requirements: Minimum 1 year of experience in a retail sales or counter sales role Proven experience in meeting or exceeding sales targets Strong understanding of the retail sales process and customer behavior Familiarity with inventory management and restocking procedures Excellent communication and interpersonal skills Ability to thrive in a fast-paced, dynamic retail environment Flexible availability, including weekends and holiday shifts

Position: Business Development Lead Sales Location: Bangalore Experience: 10 15 Years (Preferably in Commercial Real Estate Sales with Project Business Development experience in Design & Build or General Contracting) Role Overview: We are seeking a dynamic and experienced Business Development Lead to drive growth and sales efforts within the commercial real estate sector. The ideal candidate will excel in client relationship management, business opportunity identification, and revenue generation while leading regional sales activities and collaborating across teams to meet organizational goals. Key Responsibilities: Customer Account Management: Accurately map client requirements including new space needs, lease renewals, expansions, and other strategic plans. Sales & Business Operations Management: Submit timely and accurate sales reports; maintain comprehensive MIS for all accounts handled. Forecast regional sales and track revenue performance against targets. Lead sales calls, presentations, and business development initiatives for the assigned region and business units. Collaborate with business leaders and internal departments to forecast workload demand and project deliverables. New Business Development: Proactively identify and pursue new business opportunities through effective networking and liaison with clients and industry stakeholders. Represent the company at business forums, meetings, and events to promote brand presence and generate leads. Team & Stakeholder Management: Plan, coordinate, and oversee support team activities to ensure timely delivery of services and resolve conflicting priorities. Foster effective communication and teamwork across departments and external partners. Qualifications & Skills Required: Bachelor s degree required; Master s degree in Business Administration preferred. 10 15 years of proven experience in commercial real estate sales and project business development. Strong appraisal and evaluation capabilities. Excellent interpersonal, communication, negotiation, and conflict resolution skills. Analytical skills to interpret legislation, regulations, leases, and market data. Research skills to gather relevant information on properties, markets, and trends. Effective planning, organizing, and scheduling abilities. Numeracy skills to calculate deposits, fees, and monitor area/location trends. Strong teamwork orientation with the ability to promote collaboration among various teams. Qualification : Bachelors degree required; Masters degree in Business Administration preferred.

SQL Developer Team Lead (8 12 Years) | Bangalore (Work from Office) Location: Bangalore (Onsite) Experience: 8 to 12 Years Employment Type: Full-time About the Role We are looking for a SQL Developer Team Lead to join our fast-growing engineering team in Bangalore. In this leadership position, you will be responsible for managing a team of SQL developers, designing scalable data architectures, and optimizing high-performance queries and stored procedures. This is an exciting opportunity to work on large-scale enterprise applications that power the real estate and construction industry through our flagship platform, In4Suite . Key Responsibilities Lead, mentor, and manage a team of SQL developers, driving technical excellence and collaboration. Develop and optimize complex T-SQL stored procedures, triggers, functions, and SSIS packages. Design reusable and scalable database schemas for multi-tenant architecture across customers. Perform performance tuning and query optimization for large datasets. Maintain and evolve the data dictionary and metadata documentation. Work on Microsoft SQL Server 2012 and above for server-side database development. Ensure adherence to coding standards and best practices for SQL development. Conduct regular code reviews, QA checks, and validation of data exports and reports. Collaborate with cross-functional teams in a Scrum/Agile environment. Troubleshoot and resolve complex SQL/database-related issues independently. Required Skills Strong hands-on experience with Microsoft SQL Server (2012 and above). Expert-level knowledge in T-SQL programming and SSIS (SQL Server Integration Services). Proven track record in data modeling, schema design, and multi-tenant architecture. Skilled in query optimization, performance tuning, and analyzing execution plans. Solid understanding of database best practices, indexing strategies, and stored procedure optimization. Experience managing a high-performing development team in a product-based environment. Preferred Skills Familiarity with .NET code and jQuery is a plus. Experience with SSRS (SQL Server Reporting Services) for report generation. Exposure to Database Administration (DBA) tasks such as backups, indexing, and monitoring. Working knowledge of Agile project tracking tools and collaboration platforms. Educational Qualifications Bachelor s or Master s Degree in Computer Science, Information Technology, or a related field. 8 to 12 years of relevant industry experience in SQL development and database leadership roles. Soft Skills & Team Culture Fit Strong leadership qualities with a team-first mindset. Excellent written and verbal communication skills. Highly analytical with a proactive problem-solving attitude. Eager to mentor and support junior team members. Committed to continuous learning and knowledge-sharing. Benefits of Working with In4Velocity Flexible working hours Continuous learning & professional development opportunities Medical and insurance coverage Work with a fast-growing enterprise software company Collaborative and inclusive team culture About In4Velocity Founded in 2004, In4Velocity is a market leader in providing technology solutions for the real estate, construction, and infrastructure sectors. Our flagship product, In4Suite , is an end-to-end ERP platform that helps real estate developers streamline operations and make data-driven decisions through a single, unified system. Trusted by clients globally, In4Suite eliminates the need for multiple disjointed tools by combining project management, sales, finance, procurement, and CRM into one powerful ecosystem. With unmatched support, intuitive design, and deep business intelligence capabilities, In4Suite is the platform of choice for digitally transforming real estate businesses. Apply now and become part of a pioneering technology company redefining real estate management. Qualification : Bachelors or Masters Degree in Computer Science, Information Technology, or a related field.

Quoting Analyst II Renewals & Revenue Operations Location: Bangalore, India Shift Timing: 5:30 PM 2:30 AM IST Job Type: Full-Time | Global Renewals Team | Quote-to-Cash About the Role Rubrik is seeking a detail-oriented and analytical Quoting Analyst II to join our Global Renewals Operations team. In this role, you will support the timely and accurate creation of renewal quotes for our existing customer base, working closely with Renewals Representatives, Sales Operations, and other cross-functional teams. Your focus will be to streamline quoting processes, enhance contract alignment, and drive data accuracy to improve revenue predictability and retention. You will manage a high-volume quoting pipeline, contribute to quote validation, and provide insights on upgrade, refresh, and expansion opportunities. This is a mission-critical role where your precision and attention to detail directly impact Rubrik s recurring revenue performance. Key Responsibilities Partner with Renewals Reps to ensure all subscription renewal quotes are generated and delivered on time. Validate and ensure quote accuracy across SKUs, pricing, expiration dates, contractual terms, and upgrade details. Manage and monitor a pipeline of upcoming renewals and prepare corresponding quoting packages. Identify opportunities for refreshes, product flips, or upgrades early in the renewal lifecycle. Review changes in installed base and validate updates executed by Sales and Account Management teams. Work with Salesforce CRM and reporting tools to maintain clean, actionable data. Analyze large datasets to deliver actionable insights related to customer retention, product adoption, and renewal expansion. Collaborate with cross-functional teams to resolve discrepancies and improve overall quote-to-cash efficiency. Support the standardization of quoting workflows to enhance team scalability and consistency. Required Skills & Qualifications 3 8 years of experience in Renewals Operations, Revenue Operations, or Quote-to-Cash (QTC) processes. Strong working knowledge of Salesforce CRM and quoting tools (e.g., CPQ platforms). Excellent organizational skills with the ability to prioritize and multitask in a high-volume environment. Strong analytical and data interpretation skills with attention to detail. Effective written and verbal communication skills to interact with both internal teams and external stakeholders. Experience with installed base or inventory management is a plus. Ability to work independently, manage deadlines, and drive process improvements proactively. Bachelor s degree in Business, Finance, Operations, or a related field preferred. Preferred Competencies Understanding of SaaS renewal cycles, subscription billing, and contract management. Familiarity with B2B sales operations, customer lifecycle management, and forecasting methodologies. Experience in a fast-paced technology environment or global support function. At Rubrik (NYSE: RBRK), our mission is to secure the world s data. Through Zero Trust Data Security and Rubrik Security Cloud, we help enterprises defend against cyber threats, ensure data resilience, and guarantee business continuity across hybrid, SaaS, and multi-cloud environments. Be part of a team that's transforming how organizations protect their most valuable asset: data. Qualification : Bachelors degree in Business, Finance, Operations, or a related field preferred.

Renewal Sales Specialist APAC | Cloud SaaS Renewals | Bangalore (EST Shift) Location: Bangalore, India Shift: 5:30 PM 2:30 AM IST Job Type: Full-Time | Renewals Sales | SaaS Account Management | Channel Sales About the Role Rubrik is hiring an experienced Renewal Sales Specialist to manage and drive renewals for existing customer accounts across the US and EMEA regions, based out of our Bangalore office. You will be responsible for owning a portfolio of renewals, ensuring on-time contract renewals, and maximizing recurring revenue growth. This position requires strong communication and collaboration with cross-functional teams including Account Executives, Renewal Operations, Channel Partners, Legal, Customer Success, and Finance to ensure smooth renewal processes and mitigate risks. What You ll Do Manage and meet quarterly renewal quotas and Annual Contract Value (ACV) targets for your book of business. Lead contract negotiations to secure incremental uplifts and favorable renewal terms. Maintain and review your renewal pipeline regularly using CRM tools like Salesforce. Conduct product usage reviews and coordinate with internal teams to address potential renewal risks. Generate and validate accurate renewal quotes at least 120 days prior to contract expiration. Proactively update renewal forecast and opportunity stages in CRM to reflect current pipeline status. Collaborate closely with Account Executives to identify and pursue upgrade and cross-sell opportunities. Consult with customers and partners to resolve renewal-related queries, leveraging internal resources as needed. Participate in product training and stay updated with company announcements and industry trends. Facilitate pipeline review and forecasting meetings with distributors and channel partners. Required Skills & Experience Minimum 2+ years experience in Renewals, Account Management, Sales, or Customer Success roles within SaaS or cloud software companies. Proven track record working with global customers across US, EMEA, and APAC markets. Knowledge of Cloud Data Management and Data Security solutions. Experience in working with Channel/Partner ecosystems is a strong advantage. Excellent verbal and written English communication skills. Bachelor s degree in any discipline. Ability to multitask, prioritize, and operate effectively in a fast-paced environment. Self-motivated, proactive, and capable of working independently or within teams. At Rubrik (NYSE: RBRK), our mission is to secure the world s data. Leveraging our innovative Zero Trust Data Security framework, we empower organizations to build resilience against cyber threats, operational disruptions, and insider risks. Powered by advanced machine learning, the Rubrik Security Cloud secures data across enterprise, cloud, and SaaS environments helping businesses maintain data integrity, availability, and rapid recovery when needed most. Join us and contribute to shaping the future of cloud data management and cybersecurity. Qualification : Bachelors degree in any discipline.

Senior Renewal Sales Specialist I Bangalore (5:30 PM to 2:30 AM IST) Location: Bangalore, India Shift: 5:30 PM 2:30 AM (IST) About the Role Rubrik is seeking an experienced Senior Renewal Sales Specialist I to manage a renewal portfolio for existing customers across the US and EMEA regions. Based in Bangalore, you will be responsible for ensuring timely and successful contract renewals while collaborating closely with cross-functional teams including Account Executives, Renewal Operations, Channel, Legal, Customer Success, and Finance. This is a great opportunity for professionals with a background in sales, customer success, or account/channel management who want to join one of the fastest-growing SaaS companies specializing in cloud data management and security. What You ll Do Meet and exceed quarterly renewal quotas and Annual Contract Value (ACV) plans. Lead renewal negotiations and drive incremental uplift on contracts. Own, manage, and review your renewal pipeline regularly in CRM. Conduct product usage and account reviews to identify and mitigate renewal risks by collaborating with Sales, Support, and Customer Success teams. Review, validate, and deliver accurate renewal quotes to distributors 120 days prior to contract expiration. Proactively manage forecasting, renewal sentiment, and opportunity stage updates in CRM. Maintain pipeline hygiene for current and upcoming quarters with consistent monthly updates. Work closely with Account Executives on upgrade and renewal opportunities. Consult with partners and customers to resolve queries and challenges, leveraging internal teams as necessary. Stay updated with product phases, training, certifications, and company news. Conduct periodic pipeline reviews and forecast meetings with distributors and partners. Required Skills & Experience 5+ years of experience in Renewals, Account Management, Sales, or Customer Success within SaaS. Experience working with global customers across US, EMEA, and APAC regions. Familiarity with cloud data management and security solutions. Prior experience in channel or partner ecosystem management is a plus. Excellent English communication skills, both written and verbal. Bachelor s degree in any discipline. Strong multitasking and prioritization skills to manage multiple engagements in a fast-paced environment. Self-starter with the ability to work independently and as part of a team. Rubrik (NYSE: RBRK) is on a mission to secure the world s data. Using Zero Trust Data Security , we help organizations build resilience against cyberattacks, insider threats, and operational disruptions. Rubrik s Security Cloud, powered by machine learning, protects data across enterprise, cloud, and SaaS applications ensuring data integrity, availability, and rapid recovery in the face of adversity. Qualification : Bachelors degree in any discipline.

Job Title: Area Sales Manager South India Department: Sales & Marketing Location: Bengaluru Experience: 2 14 Years Qualification: B.E / B.Tech / Diploma in Mechanical Engineering Number of Positions: 2 Job Description: We are seeking a driven and experienced Area Sales Manager to lead sales efforts for Crushing & Screening Equipment across South India. The ideal candidate will have a strong background in capital equipment sales within industries such as aggregate processing, contract crushing, construction, or mining. This is a high-impact role focused on business development, customer engagement, and revenue growth. Key Responsibilities: Sales Execution: Drive sales of Crushing & Screening Equipment to meet corporate and retail targets. Tender Management: Review tender invitations and related documents; support bid planning and submission. Market Development: Conduct market mapping and generate leads from aggregate producers, mining contractors, and engineering consultants. Customer Engagement: Understand customer needs and propose tailored solutions using the company's product portfolio. Consultative Selling: Advise customers on equipment selection based on technical requirements, cost considerations, space constraints, and usage objectives. Sales Planning: Develop sales strategies and set objectives for the assigned territory. Relationship Management: Build and nurture strong relationships with key accounts to drive business growth and long-term partnerships. Collaboration: Coordinate with project, spares, and service teams to ensure smooth execution and after-sales service. Reporting: Provide regular updates and insights on business activity, pipeline development, and customer satisfaction. Compliance: Ensure all actions align with company policies, procedures, and values. Skills & Competencies: Proven experience in capital equipment sales within mining, construction, or aggregate-related sectors. Strong communication and interpersonal skills. Self-starter with a customer-centric and sales-driven approach. Ability to work independently while collaborating across departments. Willingness to travel extensively (approx. 20 22 days/month). Opportunity to work with a leading brand in industrial equipment. High-impact role with autonomy and strategic influence. Competitive compensation and performance-linked incentives. A collaborative environment with strong cross-functional support. Qualification : B.E / B.Tech / Diploma in Mechanical Engineering

Job Description Key Accountabilities In this Strategic Leadership Role, you will be responsible for Customer Success of the Brand and Media Practice for India . Key responsibilities encompass delivering with excellence while maintaining delivery standards, driving high operational efficiency and a strong sales mindset (support upselling & cross-selling); enabling timely revenue recognition and profitable execution. Core Responsibilities Lead and Manage a strong customer success delivery team for the Brand and Media practice for India. Support the India Sales organization and clients with best in class methodologies, deliverables and technical needs. Driving expertise in the practice and being the methods champion. Bringing that expertise to the fore in our proposal writing and RFP. Support the India Customer Success lead in managing the P&L of the practice area including W&S and T&E budgets. Coordinate and drive cross-training programs in order to maximize solution and delivery excellence, expertise, and staffing flexibility. Set and measure a high level of delivery standards driving client satisfaction. Contribute to meet India revenue targets by supporting repeat sales and timely deliverables. Coordinate and support with India Vertical business leaders and Client Sales partners on client and project revenue growth, retention, and profitability. Represent Customer Success at key client meetings, Top-To-Top meetings, and key engagements as relevant. Work with regional customer success leader and bring best practices to the local market. Develop and implement best delivery practices. Target reductions in cycle time across ad hoc methods. Drive high level employee engagement and retention. Foster a culture of continuous improvement and accountability to drive organizational efficiency. Key stakeholder in providing input into product and toolkit roadmap, representing India needs for the practice area. Lead and enable industry and thought leadership efforts from the Brand and Media Practice. Core KPIs Team Engagement and Retention Increase engagement among customer success associates in the region as measured through Engage results as well as retention of associates. Regional Revenue for the Practice Area Drive repeat sales, renewals. Ensure all delivery schedules are optimized to meet quarterly revenue targets. NPS Ensure sufficient response rate from clients. Increase/maintain baseline performance. Support and/or lead key client follow ups and action plans. EBITDA Support India lead to: Monitor project and solution profitability, and leverage time tracking learning to help improve delivery contribution. Manage W&S Delivery budget through a lens of optimization for India via org design, hubbing, etc. Manage T&E budget through the lens of prioritizing client engagement as well as team performance and engagement. Skillsets Strong sense of urgency and accountability to drive client outcomes. Proven experience in leading a team, managing people, and developing talent. Able to work collaboratively with internal & external teams. Capable to maintain positive client relationships in complex situations & resolve client issues. Strong logic, deductive reasoning, problem-solving, and critical thinking skills. Skilled & polished communicator, including client presentations. Able to synthesize data & simplify findings to solve client business issues. Strong project management skills and ability to manage multiple priorities. Experience using large data sets to finding insights and make recommendations. High say-do ratio. Experience in driving organizational transformation is a plus. Qualifications Proven track record in Analytics Consultancy/ Market Research leadership roles. Expertise in (application of) Customer Insight Solutions preferred. Proven leader of high performing teams. Bachelor's Degree required, Master s preferred, or equivalent experience. Knowledge in sales processes in CPG companies, customers, modern and traditional market. Good knowledge of NielsenIQ products, services and data preferred. Strong analytical skills. Proven sales acumen. Additional Information Our Benefits Flexible working environment Volunteer time off LinkedIn Learning Employee-Assistance-Program (EAP) About NIQ NIQ is the world s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights delivered with advanced analytics through state-of-the-art platforms NIQ delivers the Full View . NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world s population. Qualification : Bachelor's Degree required, Masters preferred, or equivalent experience.

Job Title: Technical Account Manager Location: Bangalore (On-site; full-time) About Locus: At Locus, we are redefining logistics decision-making with deep-tech solutions that drive efficiency, consistency, and transparency across industries like retail and FMCG/CPG. Founded in 2015 by Nishith Rastogi and Geet Garg, Locus has evolved from a women s safety geo-tracking app into a globally recognized logistics optimization platform. Our technology has empowered enterprises such as Unilever and Nestl to execute over a billion deliveries across 30+ countries. Guided by our commitment to innovation and sustainable growth, we transform complex supply chains into strategic growth enablers. Join us at Locus and be part of a team shaping the future of global logistics. Job Overview: About the role Locus is seeking a Technical Account Manager who will be responsible for working with and supporting the customer to derive Operational Value and Success from the Locus solutions. Responsibilities will include primary responsibility, post initial Go Live, for the Day to Day Functional, Operational and Usability enablement for Customers. The individual will work as part of the Customer Success team to deliver logistics, solution-oriented services to Fortune 1000 clients. Based upon experience, specific responsibilities may include Key Responsibilities: Act as the primary technical advisor for assigned clients, providing guidance on best practices and proactive support to drive success with Locus s solutions. Collaborate with clients to understand their technical and business requirements, ensuring our solution aligns with their goals. Manage and troubleshoot complex technical issues, providing resolution and guidance to prevent recurrence. Lead product onboarding, configuration, and integration efforts, ensuring smooth adoption and usage. Conduct workshops/trainings to help clients increase adoption. Ensure onboarding, adoption and expansion of the solution for customers during operations. Partner closely with product and engineering teams to advocate for customer needs and participate in the development of new features or solutions based on customer feedback. Conduct regular account reviews and status meetings with customers, offering insights into product usage and providing optimization recommendations. Create and maintain documentation, FAQs, and other technical resources to support self-service and client education. Work closely with sales and customer success teams to support renewals, upsells, and cross-sells by demonstrating the value and benefits of Locus s solutions. Qualifications: 5-7 years consulting experience in Supply Chain, Logistics and/or Transportation Management solutions required and experience in systems applications consulting, either internally or via an IT organization or externally with a consulting firm or software provider. Hands on experience in configuring, testing and implementing Supply Chain, Logistics and/or Transportation Management solutions required. Proven ability to facilitate knowledge transfer and translate complex technical issues into compelling business benefits. Strong customer facing skills, ability to influence and motivate internal/externals teams and vendor partners. Exceptional client management skills and be able to work with customers to execute an implementation plan that works towards a rapid, successful Go-live. Experience in configuring and delivering software demonstrations are mandatory. Deep understanding of Supply Chain, Logistics and/or Transportation Management related processes. Join Locus and become part of a visionary team that is redefining logistics through innovation and smart distribution. We provide competitive compensation, comprehensive benefits, and a collaborative environment where your expertise will drive both your growth and that of the organization. Locus is an equal opportunity employer dedicated to creating a diverse and inclusive workplace.

Brand Solutions Specialist About the Role: Brand Solutions Specialist To support our fast-growing business in APAC, US & Europe, we are looking for a Business Development lead. This role is a mixture of sales and account management; nurturing, developing and expanding a portfolio of clients globally. This role will be based out of Bengaluru. Responsibilities Establishing new client relationships and winning deals Organising meetings with the identified customers, make powerful, effective presentations Consultative sales of Shopalyst s platform solutions to Marketers & Agencies Negotiating pricing and contractual agreements Building and managing a strong pipeline of potential clients sufficient to exceed annual sales goals Achieving monthly, quarterly and annual sales targets [as defined on an annual basis] Keeping CRM up to date to provide relevant and accurate forecasts Directly managing ongoing relationships with enterprise accounts in region, as appropriate Managing & growing existing accounts through new business, renewals and upsells Requirements Solid B2B sales experience selling into large Enterprise Accounts A track record of meeting annual targets in excess of 1 million USD 3-7 years of relevant experience in sales or Digital Marketing at an agency, technology or media company. A strong technical aptitude to pitch our technically advanced platform A consultative sales style, strong experience selling solutions and the ability to thrive in a fast-paced environment Excellent communication, and interpersonal skills with ability to deal with people at all levels Ability to travel up to 50% of the time. We understand that not all applicants will have skills that match the exact job description. We value diverse experiences in the relevant industry and encourage everyone who meets the required qualifications to apply.If you lack the desired experience, but do have the knowledge and confidence to leave a mark, go ahead and apply. Experience 3-7 yrs of Relevant Experience Additional Notes At Shopalyst, we are creating a global workplace that enables everyone to find their true potential,purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees,communities and the business.

Job Title: Quality Analyst Outbound Retention Location: Bengaluru Job Summary The Quality Analyst is responsible for ensuring the quality of the outbound retention process. This role involves monitoring sales calls, analyzing performance data, and providing feedback to improve sales performance and customer satisfaction. You will work closely with the sales team to identify areas of improvement, develop training programs, and streamline processes to ensure continuous improvement in sales effectiveness. Key Responsibilities Quality Monitoring: Monitor and evaluate outbound sales calls to ensure adherence to company policies and quality standards. Conduct regular audits of sales processes and transactions to identify gaps and recommend corrective actions. Ensure all team members maintain high standards of sales practices and compliance. Data Analysis: Analyze sales data to identify trends, patterns, and areas for improvement in retention strategies. Prepare detailed reports on sales performance, call quality metrics, and overall team progress. Utilize data insights to provide actionable recommendations to management for performance improvement. Feedback and Training: Provide constructive feedback to sales representatives based on call evaluations and performance metrics. Develop and deliver training programs to improve sales techniques, product knowledge, and call handling. Assist in the creation and maintenance of training materials and quality guidelines for the sales team. Process Improvement: Collaborate with the sales team to streamline sales processes and improve overall efficiency. Implement best practices and continuous improvement initiatives to enhance sales effectiveness and retention rates. Stay updated on industry trends to keep the sales process competitive and aligned with current standards. Compliance and Documentation: Maintain accurate and up-to-date records of all quality assessments, feedback, and training sessions. Develop and update documentation related to quality standards, policies, and procedures to ensure consistency in the sales process. Qualifications Education: HSC or Graduate (Preferred). Experience: Experience in quality assurance, sales, or customer service is an advantage. Knowledge of quality monitoring tools, CRM software, and sales processes. Key Skills: Analytical Thinking: Ability to analyze and interpret sales data to identify trends and areas for improvement. Effective Communication: Strong interpersonal skills to provide clear and actionable feedback to sales representatives. Training and Coaching: Experience in developing and delivering training programs to improve team performance. Sales Process Knowledge: Understanding of sales techniques, customer retention strategies, and call handling processes. Time Management: Strong organizational skills to handle multiple tasks and prioritize effectively. Proficiency with Tools: Experience with CRM software and Microsoft Office Suite (Excel, Word, PowerPoint).

Job Title: Senior Revenue Operations Analyst Job Summary We are seeking an experienced Senior Revenue Operations Analyst to join our team. You will support the daily Order to Cash operations supporting the global revenue accounting operations and revenue close process. You will play an essential role in data integrity; ensuring all customer, opportunity, and subscription information is accurate and reportable. You will partner with other teams to create and promote a scalable order to cash process. This will be the first hire for the site! The Impact You Will Have Analyze signed contracts and completed orders for completeness, accuracy, and compliance with company bookings and revenue recognition guidelines. Partner with Sales, Deal Desk, Renewals, Collections, Legal, and Revenue teams to develop expertise in order-to-cash policies and procedures. Create and maintain detailed records in our ERP and billing platform to support billing, commissions, forecasting, and revenue recognition processes, adhering to internal service level agreements. Generate and maintain comprehensive documentation of policies and processes, and assist in identifying process improvement and automation opportunities. Execute month-end accounting and reporting activities, ensuring timely and accurate financial close processes. Document controls and procedures for both new and existing business models to maintain compliance and operational excellence. Manage special projects as assigned, delivering accurate and timely results. Provide audit support for both control and substantive testing, ensuring compliance with internal and external requirements. Collaborate on process and system implementation and enhancement projects, assisting with user acceptance testing (UAT) as needed. Proactively identify areas for process optimization, recommending and implementing best practices for efficiency and scalability. Ensure data integrity and accuracy within financial systems by performing regular reviews and audits. Partner with the finance transformation, IT, and engineering teams to streamline revenue operations processes. What We Look For Bachelor s degree in Finance, Accounting, Business Administration, or a related field preferred. Minimum of 6 years of revenue operational accounting experience. Strong accounting background with experience in revenue operational accounting and financial close processes. Strong understanding of usage-based billing models and associated financial processes. Proficiency with ERP systems and payment processing platforms; experience with a global ERP such as NetSuite and Salesforce is required. High level of analytical skills with the ability to interpret large datasets, generate reports, and perform complex reconciliations using spreadsheet software (e.g., Excel, Google Sheets). Effective communication and interpersonal skills for collaboration with cross-functional teams. About Databricks Databricks is the data and AI company. More than 10,000 organizations worldwide including Comcast, Cond Nast, Grammarly, and over 50% of the Fortune 500 rely on the Databricks Data Intelligence Platform to unify and democratize data, analytics, and AI. Databricks is headquartered in San Francisco, with offices around the globe and was founded by the original creators of Lakehouse, Apache Spark , Delta Lake, and MLflow. To learn more, follow Databricks on Twitter, LinkedIn, and Facebook. Benefits At Databricks, we strive to provide comprehensive benefits and perks that meet the needs of all of our employees. For specific details on the benefits offered in your region, please visit https://www.mybenefitsnow.com/databricks. Qualification : Bachelors degree in Finance, Accounting, Business Administration, or a related field preferred.

At Jupiter, we understand that money is a subject that often triggers a rollercoaster of emotions. That s why our mission is to help people improve their relationship with money. Jupiter is a financial services platform that leverages technology to provide seamless, user-friendly products related to banking, loans, and investments. Whether it s a savings account, credit cards, investments, or payments, you ll find it all on Jupiter. We aim to help users cut through complex banking jargon, offer smart insights based on their spending, and introduce new-age features to help them make sense of their finances. Our Journey So Far Founded in 2019 by Jitendra Gupta, best known for creating Citrus Pay, Jupiter was born from a desire to create a customer-centric personal finance experience. After our launch in 2021, we saw explosive growth with over 100,000 users on the waitlist and crossing 1 million users in just 10 months. Today, we serve 2.7 million happy users. Our Insights feature automatically tracks your spending across accounts, providing valuable insights. Our Edge CSB Bank RuPay credit card is celebrated for its transparent design and rewarding experience. Additionally, our No-Penalty SIP and Daily SIP at Rs 10 have made investing accessible to over 100,000 users. At Jupiter, we embrace cutting-edge technology and data analytics, working with a diverse team of creative thinkers and industry experts who share our vision for a more accessible, transparent, and inclusive financial ecosystem. We re now looking for passionate, like-minded individuals to join our crew. Who We re Looking For We re looking for Interns who will support the Corporate Sales team by assisting with new customer onboarding, account openings, and addressing KYC-related queries. If you re enthusiastic about learning and growing in the Pre-Sales/Sales Ops domain, we want you! Roles and Responsibilities Proficient communication in English and Hindi (additional regional language is a bonus). Basic knowledge of Excel functions. Engage in 100+ calls daily, managing both inbound and outbound communications. Qualify leads based on specific requirements. Respond professionally to incoming prospect queries via phone and email. Coordinate with the Corporate Sales team regarding new onboarding and KYC-related queries. Track and update daily reports on meetings scheduled, calls made, and call status. What Is Needed for This Role Ability to make 100+ calls daily. Efficient at qualifying leads and managing prospect queries. Knowledge of KYC processes and account opening procedures. Ability to work independently and take initiative. Prior experience in managing calls is a plus, but not a requirement. Strong interpersonal skills and a problem-solving attitude. Why You Should Work With Us Ownership: We highly value individuals who take ownership and see projects through to completion. Problem-Solving: We enjoy tackling meaningful challenges and creating experiences that delight customers. Cultural Fit: We value those who can participate in healthy conflict and make decisions with confidence. Excellence: We consistently set higher standards and strive for continuous learning, growth, and improvement in a dynamic environment. Our Process We raise the bar with each hire and evaluate candidates based on their passion, ambition, and skills. Here's a brief overview of the hiring process: The Intro: Our recruitment team evaluates applications to find the best fit, based on skills and past work. Two-Way Street: An interview with the hiring manager to discuss your interest in the role and expectations. You ll also be asked questions, and assignments may be given. Culture Matters: This round is to ensure a good cultural fit both for you and for us. The Offer: If we find that you meet our expectations and align with our values, we ll extend an offer to join the team.

Customer Success Manager (Commercial/SMB) Location: Bengaluru Experience: 3-5 Years (Management), 10+ Years (Customer Success) Shift: North American Customer Hours About Saviynt Saviynt is an identity authority platform that empowers organizations to secure and manage digital access while enabling innovation. As businesses navigate digital transformation and increasing cyber risks, Saviynt s Enterprise Identity Cloud provides unparalleled visibility, control, and intelligence to protect users while ensuring seamless access to essential tools and technologies. Role Overview As a Customer Success Manager (CSM) Commercial/SMB, you will be responsible for customer loyalty, retention, and adoption of Saviynt s solutions. This role requires a proactive leader who can drive value-based outcomes, provide strategic oversight, and mentor a team of 4 CSM Associates in India. You will collaborate closely with cross-functional teams, ensure successful onboarding, and help customers maximize the value of their investment in Saviynt. Key Responsibilities Customer Relationship & Success Management Serve as the primary point of contact for customers post-implementation. Manage a regional book of business focused on Commercial/SMB customers. Develop and maintain strong relationships with key customer stakeholders. Oversee customer health and proactively eliminate adoption barriers. Manage subscription renewals, ensuring high retention rates. Monitor product utilization trends and recommend improvements. Strategic Growth & Expansion Identify and develop up-sell & cross-sell opportunities. Drive customer education on new features & releases. Gather customer feedback and provide insights to product & engineering teams. Collaboration & Process Improvement Work with Sales, Implementation Partners, and Internal Teams to enhance customer experience. Conduct routine health checks and coordinate remediation plans when needed. Lead customer meetings, track action items, and ensure execution. Implement and improve customer success best practices. Team Leadership & Mentorship Lead and coach 4 CSM Associates in India. Oversee team initiatives and ensure alignment with customer success goals. Travel & Availability Available to work North America hours to support customers. Travel to customer sites (up to 50%) when required. What You Bring Bachelor s degree in Computer Science, Engineering, or related field 10+ years of experience in customer-facing roles (Customer Success, Account Management, or Professional Services) 3-5 years of experience in people management Experience in Identity & Access Management (IAM), Cybersecurity, or Compliance (Required) Strong knowledge of cloud, hybrid, and on-premise IT architectures Ability to translate technical concepts into business-friendly language Track record of managing customer relationships and resolving challenges SaaS experience in a fast-paced, high-growth environment Perks & Benefits Medical, Dental, Vision, Life Insurance 401K Plan Unlimited PTO & Sick Leave Daily Catered Lunches & Employee Recognition Programs Team Socials & Holiday Parties Salary: $150,000 - $180,000 per year (Plus eligibility for discretionary bonus based on performance) Not accepting applications from candidates based in California, Colorado, and Washington Security & Compliance Responsibilities As part of this role, you will be required to: Complete Security & Privacy Awareness Training during onboarding and annually thereafter. Adhere to Information Security & Privacy Policies, including but not limited to: Data Classification, Retention & Handling Policy Incident Response Policy & Procedures Business Continuity/Disaster Recovery Policy Mobile Device & Access Control Policies Saviynt is a high-growth, industry-leading company in identity security. You will have the opportunity to: Work on cutting-edge IAM solutions for global enterprises. Drive real impact in a customer-centric role. Be part of a collaborative, diverse, and inclusive work environment. If you are passionate about customer success and thrive in a dynamic environment, we d love to hear from you! Saviynt is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, disability, or veteran status.

Summary / Role Purpose The Account Manager will increase new and existing business by adapting ANSYS engineering simulation products and solutions into customers engineering environments and product development processes, ultimately helping customers develop new products and improve existing products and processes. The Account Manager is responsible for all sales activities, from developing new customers through generation of new contacts within an assigned geographical territory, and/or specified named accounts and is responsible for maximizing sales profitability, growth, and account penetration. The role sells the entire Ansys solution and services directly to end users. A successful Account Manager creates a long-term strategy, and helps the customer realize the greatest possible ROI and executes on the said plan from the Ansys solution. Key Duties and Responsibilities Performs sales activities, establishes, develops and maintains business relationships with current and/or prospective customers to maintain renewal business and generate new business for an assigned geographic area, set of named accounts or product/service line to achieve or exceed revenue objectives. Create and conduct sales presentations to match customers' required capabilities to their positive business outcomes. Remain knowledgeable and keep abreast of the company's new and existing products/services to facilitate sales efforts. Research sources for developing current and prospective customers to determine their potential. Develop clear and effective written proposals/quotations for current and prospective customers. Create and maintain account plans for existing customers highlighting profile, share, and value opportunities. Leads coordination of sales effort with marketing, account team, sales management, accounting, legal, and technical services groups globally. Maintain accurate sales data and reports within CRM. Provide accurate forecasts for new sales and renewal revenues. Leverage trade shows and conventions; schedule training and seminars to enhance new business opportunities within the current and prospective customer base. Alert clients to new or improved products/services and relay client feedback to product development staff. Serve as a resource to Ansys channel partners within a designated territory by assisting with the sales process related to new and existing accounts, up to and including opportunity close. Minimum Education/Certification Requirements and Experience Education & Years of Experience: Bachelor s degree in technical, engineering, business or related field with 5+ years of experience demonstrating success in technical sales positions OR 6+ years of experience demonstrating success in technical sales positions. Experience in EDA/ semiconductor design and electronics system design. Demonstrates understanding of engineering analysis and technology. Excellent communication and organizational skills and the ability to work independently. Travel: up to 50%. Preferred Qualifications and Skills Fluent in English. Demonstrated knowledge of the company's products/services. Knowledge of the specific territory, product line, or customer(s). Ability to present to VP & C-Level Executives. At Ansys, we know that changing the world takes vision, skill, and each other. We fuel new ideas, build relationships, and help each other realize our greatest potential. We are ONE Ansys. We operate on three key components: the commitments to our stakeholders, the behaviors of how we work together, and the actions of how we deliver results. Together as ONE Ansys, we are powering innovation that drives human advancement. Our Commitments Amaze with innovative products and solutions. Make our customers incredibly successful. Act with integrity. Ensure employees thrive and shareholders prosper. Our Values Adaptability: Be open, welcome what's next. Courage: Be courageous, move forward passionately. Generosity: Be generous, share, listen, serve. Authenticity: Be you, make us stronger. Our Actions We commit to audacious goals. We work seamlessly as a team. We demonstrate mastery. We deliver outstanding results. INCLUSION IS AT OUR CORE We believe diverse thinking leads to better outcomes. We are committed to creating and nurturing a workplace that fuels this by welcoming people, no matter their background, identity, or experience, to a workplace where they are valued and where diversity, inclusion, equity, and belonging thrive.

About the Role: Under general supervision, the Special Product Solutions Specialist supports Self-Directed Brokerage (SDB), Conversions, Deconversions, Account setup, customer queries, and other assigned products. This position performs a wide variety of functional tasks, including independently investigating and resolving issues, handling special projects, and coordinating activities between internal departments and outside parties while minimizing risk to the company and providing excellent customer service. Essential Functions: Product Administration Tasks/Projects: Manages daily processes between Empower and other investment providers, effectively using available resources to independently resolve a variety of issues with all levels of clients and partners. Coordinates and administers service agreements with outside investment providers. Manages assigned investment/brokerage conversions for all lines of business. Leads the entire SDB In-Kind, SDB account setup, and PEP MEP account setup process, including participant and plan-level quality control, reconciliation, providing clear timelines, frequent updates, and serving as the contact for questions and issues. This may include contact with RM and CSM and other stakeholders and/or contra brokerage firms. Executes the delivery of a variety of transition tasks, stabilizing the task, acting as a knowledge master, and providing process improvement ideas. All tasks listed in the existing Statement of Work will be performed as part of the BAU. Plan Block ownership (by Alphabet, Core only non-restricted), providing daily support for any request/inquiry. General Administration: Manages assigned service requests and processes and all assigned tasks. Documents procedures (written and automated) for internal team members and supports the Senior Analyst and Lead in creating and reviewing procedures. Assists the Senior Analyst in analyzing daily errors/rejects and manages corrections based on daily reports. Works with internal clients and external partners to troubleshoot and resolve complex issues and ensure prompt handling of any escalated issues requiring special handling through coordination with various areas within the organization, including functional processing areas, legal, sales, compliance, systems, financial control, and implementation/processing/service delivery teams. Has hands-on experience in managing multiple stakeholders and tasks and training the team as required. Proactively proposes and implements process enhancements and solutions to increase efficiencies and improve capacity. Qualifications: MBA in Finance or knowledge of accounting is preferred, with related experience in the retirement industry (401K). Must have a graduate degree in Finance and Accounting or a related field. Minimum 2-3 years of experience in SDB (Self-Directed Brokerage) or relevant business tasks like brokerage accounts. Minimum 4-6 years of relevant business experience, specifically Brokerage, Conversions, Asset transfers, new business setup, and document review. Experience in the retirement industry (401K). Knowledge of brokerage/investments and retirement plans. Strong analytical, verbal, and writing skills. Excellent multitasking and organizational skills. Advanced computer skills preferred, including Word, Excel, and Outlook, with the ability to master internal and external applications related to the role. Strong interpersonal and communication skills, with a positive attitude and a focus on a great customer experience. Outside-the-box thinking and solutions-focused. Ability to work effectively with a wide range of diverse departments and individuals, both internal and external. Must be able to work in a fast-paced environment and stressful situations. Must be able to meet deadlines, prioritizing competing priorities as appropriate. Equal Opportunity Employer: We are an equal opportunity employer committed to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Qualification : MBA in Finance or knowledge of accounting is preferred with related experience in retirement industry