Sales Process Improvement Jobs in Bengaluru

Revenue Operations Analyst Location: Bangalore About Us FalconX is transforming institutional access to the digital asset markets by bridging the gap between traditional finance and the world of crypto. As a leader in the industry, we address the most pressing challenges in the market, offering innovative solutions that support trading strategies, liquidity, and structures akin to conventional financial markets. At FalconX, we empower our clients with seamless navigation through the evolving crypto landscape, from inception to scale. Role Overview We re looking for a dynamic Revenue Operations Analyst to join our growing team and help elevate the Revenue Operations (RevOps) function at FalconX. In the past year, our RevOps capabilities have matured significantly, with solidified processes in reporting, operational support, and actionable business insights. We re now at a pivotal moment where we need to scale these efforts further to provide strategic insights, improve operational efficiency, and support cross-functional projects. As a key member of the team, your role will focus on managing core revenue operations tasks while also driving value-added projects that impact the business. You ll be a crucial enabler, supporting both the foundational work in RevOps and the new, high-impact initiatives the business requires. Additionally, you ll play an important role in managing inbound lead qualifications, ensuring seamless handoff to the Sales team. Key Responsibilities Data-Driven Insights & Reporting: Leverage your analytical skills to support and manage critical reports and insights for the business, including: QBR decks and quarterly reviews Board material and leadership presentations Ad-hoc reporting for various stakeholders Core Operational Support: Collaborate with cross-functional teams to maintain and deliver essential operational support for the Revenue function. Key tasks include: Account split and territory management Validating account coverage and tiering Ensuring accurate parent-child mapping and reporting regions Pipeline management and data validation Lead Qualification & Inbound Lead Management: Manage inbound leads from web inquiries, qualify them based on defined criteria, and facilitate the smooth handoff to the Sales team. This involves: Contacting leads to assess their potential Coordinating with Sales for follow-up and feedback Tracking lead conversion metrics and identifying opportunities for process improvement Collaboration & Performance Tracking: Work closely with the Sales team to ensure lead response and qualification processes are streamlined. Track and report on key performance indicators (KPIs) such as: Call volume and outcomes Lead conversion rates CRM system usage and data accuracy Qualifications Bachelor s degree (or equivalent experience) 1-3 years of experience, ideally in a Revenue Operations, Sales Operations, or related role Strong analytical skills, with the ability to extract insights and drive business decisions from data High attention to detail and data accuracy Experience with CRM tools (e.g., Salesforce, HubSpot), BI tools, and basic coding skills (for manipulating data in BI tools) Proficiency in Google Sheets, Excel, or similar tools for data management Excellent written and verbal communication skills Preferred Qualifications Experience in the cryptocurrency or blockchain industry Familiarity with financial services or brokerage operations Ability to generate strategic insights on how financial services firms can expand their offerings and improve client servicing The opportunity to be part of a cutting-edge company at the intersection of finance and technology A collaborative, fast-paced environment with the chance to make an immediate impact Professional growth and development in a rapidly evolving industry Competitive salary and benefits package Qualification : Bachelors degree (or equivalent experience)

Record to Report (R2R) Location: Bangalore Work Type: Full-Time Join the Ninja Clan Pioneer. Challenge Yourself. Create Better Lives. At Ninjacart, we re India s largest agritech company, transforming the agricultural ecosystem through technology, innovation, and sustainable solutions. Our mission is simple yet ambitious to empower every participant in the agri value chain, from soil to sales. We re building next-gen commerce, finance, and fulfillment solutions that uplift farmers, traders, retailers, and consumers alike. Our ecosystem of products Ninjacart, Ninja Mandi, Ninja Global, Ninja Kirana, and Ninja Kisaan serves unique customer needs and drives efficiency across the agri network. Backed by global investors including Accel, Tiger Global, Flipkart, Walmart, Qualcomm Ventures, and Nandan Nilekani, we re on a mission to build the most trusted, efficient, and inclusive AgriTrade Network. About the Role As part of our Record to Report (R2R) team, you ll play a key role in ensuring accurate, compliant, and timely financial reporting. You ll collaborate across teams, streamline processes, and uphold strong financial governance to support Ninjacart s growth journey. Key Responsibilities Support the month-end closing process for legal entities and internal reporting in line with IND AS and company accounting policies. Prepare and post journal entries, accounting corrections, and reclassifications to ensure accurate financial records. Work cross-functionally to validate and reconcile accruals and other financial data. Partner with consultants and auditors on accounting matters and new business initiatives, especially in FinTech-related areas. Prepare balance sheet reconciliations and supporting schedules on a monthly/quarterly basis. Assist in GST/TDS filings and ensure compliance with other statutory requirements. Perform ad-hoc financial analyses and reporting as needed. Maintain and update process documentation for R2R activities. Support both internal and external audits with necessary documentation and insights. Chartered Accountant (CA) with 1 2 years of experience in finance, accounting, or R2R operations. Solid understanding of IND AS, accounting principles, and internal controls. Experience in NBFC environments, SAP ERP, or IND AS transitions is a plus. Proven ability to drive process improvement and standardization initiatives. Excellent communication skills both written and verbal. High energy, proactive mindset, and a strong sense of ownership. A self-starter who thrives in fast-paced, dynamic environments. At Ninjacart, you ll be part of a purpose-driven organization that combines impact with innovation. Here, you ll have the freedom to experiment, the opportunity to grow, and the satisfaction of creating real-world change. Become a Ninja. Build better lives. Qualification : Chartered Accountant (CA)

Application Engineer Location: Bangalore Department: Engineering / Customer Success Role Summary Fracktal Works is seeking an enthusiastic and technically skilled Application Engineer to join our team in Bangalore. In this customer-facing role, you will be responsible for supporting clients with technical challenges, conducting training, evaluating applications, and collaborating across teams to advance the use of 3D printing technology. Your work will play a key role in driving innovation, improving customer experience, and enabling the successful adoption of additive manufacturing solutions. Key Responsibilities Provide hands-on technical support to customers, resolving issues related to 3D printing hardware, software, and processes. Collaborate with the sales and engineering teams to develop new 3D printing applications and tailor solutions to client needs. Deliver customer training on 3D printing systems, software (CAD), and post-processing techniques. Work with the R&D team to test new materials and print processes aimed at improving quality, reliability, and performance. Evaluate 3D printing products and services; offer feedback and insights to the engineering team for continuous improvement. Maintain a strong understanding of 3D printing trends and technologies, and share insights with the sales and marketing teams. Represent the company at trade shows, conferences, and events, showcasing solutions and building customer/vendor relationships. Develop technical resources including documentation, training guides, and application notes for both internal and customer use. Support the sales process by providing technical assistance, conducting product demonstrations, and attending customer meetings. Coordinate with the sales team on scheduling, documentation, and ensuring availability of sales-related equipment and materials. Perform CAD modeling for client-specific applications and internal development projects. Required Skills & Qualifications 1 3 years of experience with 3D printing technologies (FDM, SLA/DLP, SLS) in commercial or industrial settings. (Fresh graduates and interns with relevant skills are also encouraged to apply.) Hands-on experience with operating, maintaining, and troubleshooting 3D printing or industrial equipment. Familiarity with the complete 3D printing project lifecycle, including design, printing, post-processing, and testing. Strong oral and written communication skills with the ability to explain complex technical concepts clearly. Excellent problem-solving, facilitation, and consultation skills. Awareness of technology trends and innovations in additive manufacturing. Technical Proficiencies CAD Software: SolidWorks, Fusion 360, Autodesk Eagle Simulation/Analysis Tools: Ansys Workbench (Static Structural), Minitab Documentation Tools: LaTeX Programming Languages: C/C++, Python Operating Systems: Windows, Linux Education Bachelor s degree in Engineering (Mechanical, Mechatronics, Electronics, etc.) or a related field. Candidates with strong industry experience in lieu of a degree may also be considered. At Fracktal Works, you'll work at the intersection of engineering and innovation. As an Application Engineer, you'll be empowered to solve real-world problems, work with cutting-edge 3D printing technologies, and contribute directly to customer success and product development. Qualification : Bachelors degree in Engineering (Mechanical, Mechatronics, Electronics, etc.) or a related field

Position: Senior Manager, Salesforce Operations Location: Bengaluru, India (Hybrid 3 days onsite) Company: Samsara Technologies India Pvt. Ltd. About Samsara Samsara (NYSE: IOT) leads the Connected Operations Cloud, empowering industries like transportation, agriculture, and manufacturing to harness IoT data for smarter, safer, and more sustainable operations. With a global impact and a fast-scaling culture, Samsara offers unique opportunities to solve real-world challenges with cutting-edge technology. Role Overview Samsara is seeking a Senior Manager, GTMS (Go-to-Market Systems) Operations to lead the Salesforce operations team in Bangalore. Reporting to the Sr. Director of Sales Systems, this role is pivotal in building Samsara s India-based GTMS operations from the ground up, ensuring performance, scalability, and alignment across Sales, Finance, Product, and Business Technology functions. The ideal candidate is an experienced Salesforce operations leader with a passion for systems stability, stakeholder alignment, and continuous process improvement, coupled with strong people leadership and cross-functional collaboration skills. Key Responsibilities Operational Excellence & Governance Lead end-to-end incident and problem management across the Salesforce and GTMS ecosystem. Drive operational stability, reliability, and proactive issue resolution across sales systems. Manage system releases, updates, and quality control processes. Cross-Functional Collaboration Act as a bridge between Sales, Finance, Product, and IT to align systems strategy with business outcomes. Ensure seamless data flow and process integration across enterprise systems. Maintain transparent, regular communication with senior stakeholders. Strategic Planning & Cost Management Build operational strategies that support scale and growth in GTM functions. Optimize resource allocation and control budget and cost efficiency. Support and execute on long-term product and process roadmaps. Team Leadership & Development Build, mentor, and manage L2/L3 operations teams based in India. Foster an inclusive, high-performing team culture with strong talent development practices. Define KPIs and continuously improve team performance through coaching and process optimization. Vendor, Compliance & Risk Management Manage third-party vendor relationships and evaluate tools to enhance operational delivery. Enforce compliance, data security, and privacy standards within the systems landscape. Minimum Qualifications Bachelor s degree in IT, Business, or a related field (Master s preferred). 3+ years experience in a Salesforce-focused operations leadership role. Proven expertise in Salesforce Sales Cloud, CPQ, and GTM systems integration. Deep operational experience in system support, QA, and incident management. Strong executive presence, communication, and stakeholder influencing skills. High level of business acumen and ability to align tech strategy with business goals. Ideal Traits Strategic thinker with a passion for customer-centric system design. Strong collaborator across technical and non-technical teams. Agile leader ready to scale operations in a hyper-growth, data-driven environment. Curious about using AI and automation to elevate system reliability and performance. Qualification : Bachelors degree in IT, Business, or a related field (Masters preferred).

Director Implementation Location: Bengaluru, India About MaxVal MaxVal began in 2004 as an IP services company, rooted in efficiency, cost-effectiveness, and continuous process improvement. Our early adoption of tech-enabled solutions helped us evolve into a product-driven organization, delivering cutting-edge Intellectual Property (IP) management tools. Today, we serve over 600 global clients across the full IP lifecycle with a team of 725+ domain and technology experts. At MaxVal, we "do the right things" and innovate relentlessly to deliver success for both our customers and employees. Job Summary As Director Implementation, you will lead the end-to-end delivery of Symphony, MaxVal s flagship IP Management platform built on Salesforce. You will oversee the implementation lifecycle from requirements analysis to final deployment ensuring timely, high-quality, and scalable solutions for enterprise clients. You ll manage a cross-functional team of Salesforce Developers, QA Engineers, and DBAs, with a focus on customer satisfaction, architectural integrity, and strategic execution. Key Responsibilities Implementation Leadership Own the full implementation lifecycle for Symphony solutions from client onboarding and requirements gathering to configuration, deployment, and post-go-live transition. Ensure projects meet timeline, quality, and scope expectations across multiple concurrent implementations. Architecture & Solution Design Lead the design of scalable Salesforce/Symphony solutions, incorporating best practices for performance, data integrity, and long-term sustainability. Define and maintain a Salesforce architecture roadmap aligned with client needs and product evolution. Team Leadership & Resource Management Direct and mentor a team of 20+ professionals including Salesforce Developers, QA Engineers, and DBAs. Promote a culture of accountability, continuous learning, and cross-functional collaboration. Client Engagement & Stakeholder Management Act as a primary point of contact for clients during the implementation phase. Translate client business needs into technical requirements and ensure alignment throughout the project lifecycle. Proactively manage risks, escalate issues, and deliver regular status updates to internal and external stakeholders. Governance & Compliance Implement and enforce Salesforce/Symphony governance, ensuring adherence to data security and regulatory standards. Conduct performance monitoring, audit checks, and post-implementation reviews to optimize future rollouts. Cross-Functional Collaboration Work closely with Product Management, Sales, Support, and Customer Success teams to ensure seamless handoffs and end-to-end customer satisfaction. Collaborate with vendor and partner teams to integrate third-party tools and AppExchange solutions when required. Qualifications Required 10+ years of experience in Salesforce implementation or technical delivery roles. Proven experience managing and scaling teams comprising Salesforce developers, QA, and DBAs. Strong background in Salesforce architecture and solution design, with hands-on experience in Apex, SOQL, Lightning, and integrations. Exceptional stakeholder communication, team leadership, and project management skills. Experience delivering enterprise SaaS implementations, preferably in legal tech or IP management domains. Preferred Prior experience implementing or supporting Symphony or other IP lifecycle platforms. Familiarity with Salesforce updates, roadmap, and emerging features. Knowledge of performance tuning, deployment automation, and Salesforce compliance best practices.

Lead Sales Data Operations Location: Bangalore, India (On-site) About Rubrik Rubrik is the fastest-growing enterprise startup in Silicon Valley, revolutionizing cloud data management. Following our IPO in April 2024, we reached $1B ARR with 38% YoY growth as of Q3 2025. Leveraging AI and cutting-edge technology, we solve complex challenges to drive innovation and efficiency across sales and beyond. About the Role Rubrik is seeking a proactive and detail-oriented Sales Data Operations Lead to oversee and elevate data management practices within our Bangalore office. This leadership role will involve managing a team of Data Operations Analysts, driving data governance initiatives, and exploring AI-powered solutions to enhance data quality and operational efficiency. If you thrive in a fast-paced environment and are passionate about maintaining clean, accurate sales data, this role offers a unique opportunity to impact the future of data-driven sales operations. Key Responsibilities Leadership & Team Management Lead, mentor, and support a team of 2-3 Data Operations Analysts. Foster a high-performing, collaborative team environment. Delegate tasks effectively and provide performance feedback to meet goals. Data Quality & Maintenance Oversee CRM data entry and ensure accuracy and timeliness of account records. Utilize enrichment tools like D&B Hoovers and ZoomInfo for data validation. Regularly clean duplicate records, merge accounts, and update outdated information. Manage data change request queues while adhering to SLAs. Conduct audits to detect and resolve data inconsistencies. Cross-Functional Collaboration Work closely with Marketing, Customer Support, and IT teams to align on data governance policies. Lead monthly Data Operations status meetings with key stakeholders. Actively gather and incorporate feedback to improve data processes. Data Governance & Continuous Improvement Analyze root causes of data quality issues and implement corrective measures. Innovate and implement solutions for improved data management. Reporting & Documentation Maintain records of data maintenance activities and audit results. Prepare regular reports on data quality and operational metrics for senior leadership. Document processes clearly to support audits and team training. Required Qualifications 5+ years experience with Salesforce Sales Cloud and sales data operations. Minimum 3 years managing small teams (2-5 analysts). Strong expertise in data governance and quality tools such as ZoomInfo and D&B Hoovers. Detail-oriented with exceptional organizational and time management skills. Experience with CRMFusion DemandTools is a plus. Excellent collaboration, analytical, and problem-solving skills. Strong written and verbal communication skills in English. Proactive, innovative approach to process improvement. Bachelor s degree or equivalent experience. Reporting This role reports to the Director of Sales Process & Systems based at Rubrik s US headquarters. Rubrik (NYSE: RBRK) is on a mission to secure the world s data. Through Zero Trust Data Security , we enable organizations to build resilience against cyberattacks, insider threats, and operational disruptions. Powered by machine learning, Rubrik Security Cloud protects data across enterprise, cloud, and SaaS applications ensuring data integrity, availability, and rapid recovery in any scenario.

Sales Compensation Analyst Location: Bangalore, India About the Role Rubrik is seeking a detail-oriented Sales Compensation Analyst to join our global team. In this role, you will administer and manage sales compensation plans, analyze financial data, streamline commission processes, and ensure alignment with business objectives. Reporting to the Manager Global Sales Compensation, you will play a critical role in driving accuracy and efficiency in sales incentives across Rubrik s salesforce. Key Responsibilities Sales Compensation Administration: Manage and maintain sales incentive compensation processes including MBOs, commissions, and SPIFF payouts. Ensure timely and accurate payouts while maintaining compliance with compensation policies for terminations, new hires, transfers, and retroactive adjustments. Process Improvement & Collaboration: Partner with HR, Finance, and Commission Accounting to align field coverage and compensation plans. Identify, streamline, and automate commission processes for improved efficiency. Provide training and support to sales teams on compensation plans and structures. Collaboration and Stakeholder Support: Deliver responsive support to Sales, HR, and Finance teams regarding compensation-related queries and initiatives. Proactively identify opportunities to enhance compensation processes and tools. Planning, Reporting & Documentation: Contribute actively to the annual operating planning process related to sales compensation. Support ad hoc reporting, analytics, and special projects as required. Maintain thorough documentation and internal controls over compensation processes. Experience and Skills Required 3+ years of experience in Sales Compensation, Sales Operations, Finance, or related functions. Strong knowledge of sales compensation plan design, principles, and best practices. Advanced proficiency in Microsoft Excel or Google Sheets for complex modeling and analysis. Excellent communication skills, both written and verbal. Self-motivated with the ability to work independently and collaborate across teams. Experience with AI or machine learning in data analysis and forecasting is a plus. Tools and Technologies Proficient with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with Xactly or similar sales compensation platforms highly preferred. Familiarity with Salesforce is an advantage. Collaborative and inclusive work culture. Opportunities to work on high-impact projects supporting a global sales team. Career growth and continuous learning in a dynamic tech environment. If you are passionate about sales compensation analytics and want to thrive in a fast-paced global organization, we want to hear from you! Join Us in Securing the World's Data Rubrik (NYSE: RBRK) is on a mission to secure the world s data. With Zero Trust Data Security , we empower organizations to achieve business resilience against cyberattacks, insider threats, and operational disruptions. Our AI-powered Rubrik Security Cloud secures data across enterprise, cloud, and SaaS applications helping businesses uphold data integrity, availability, and rapid recovery.

Group Manager Finance & Accounting Transformation, IBM Consulting About the Role A career at IBM Consulting is built on long-term relationships and close collaboration with clients across the globe. In this role, you'll work for IBM BPO, part of our Consulting team, which accelerates digital transformation through agile methodologies, process mining, and AI-powered workflows. As a Group Manager, you will work with leading visionaries across multiple industries to improve the hybrid cloud and AI journey for some of the most innovative and valuable companies in the world. Your ability to drive impactful change for clients is fueled by IBM s strategic partner ecosystem and our advanced technology platforms, including IBM Software and Red Hat. At IBM, curiosity and a constant quest for knowledge are central to success. In this role, you ll be supported by mentors and coaches who will challenge you to think outside of your role, come up with creative solutions, and deliver groundbreaking impact for clients. Our culture promotes career growth and continuous learning in an environment that embraces your unique skills and experience. Your Role and Responsibilities As a Group Manager, you will be responsible for managing finance clients across various industries, focusing on Finance and Accounts. Your responsibilities will include: Client Engagements/Contracts: Owning client engagements and contracts across geographies, ensuring the establishment of efficient processes, key metrics, and reporting mechanisms. Process Tracking & Decision-Making Support: Developing and maintaining robust tracking mechanisms for key operational indicators to support decision-making. Leadership & Change Management: Leading transformation efforts at a high level, providing guidance and inspiration to the team while driving change and managing challenging situations. Critical Process Parameters: Tracking and driving all process parameters that are "critical to quality" for process delivery. Team Development & Mentorship: Assisting in the career development of team members, including performance management, feedback, and training. Ensuring team members are adequately mentored and trained to meet process objectives and customer requirements. Required Education Bachelor's Degree in a related field (Finance, Accounting, Business Administration, etc.) Preferred Education Master's Degree in a relevant field. Required Technical and Professional Expertise 16+ years of experience in Finance and Accounting Delivery & Transformations. Proven experience in creating and developing value propositions, business cases, and industry-specific offerings. Expertise in strategic direction and initiatives design, including business outcome models, contracting structures, and the identification of new opportunities and business lines. Proficiency in supporting the sales team to build compelling business cases for prospective clients and collaborating with Process Delivery leaders to identify and implement process improvements. Continuous process improvement and transformation experience, including the ability to carry out maturity assessments. Preferred Technical and Professional Experience A certified Chartered Accountant, Company Secretary, or Certified Management Accountant. Proven experience in end-to-end processes like Record to Report, Procure to Pay, and Order to Cash. In-depth knowledge of central finance reporting, management reporting, and reports. Ability to influence stakeholders including internal and external customers, operations, and finance partners. An ambitious individual with the ability to work towards agreed targets/goals while maintaining a creative approach to tasks. Strong change management skills and the ability to manage time effectively. Proven interpersonal skills, contributing to team efforts and achieving related results. Stay up-to-date with technical knowledge through workshops, publications, and continuous education. At IBM Consulting, you ll be part of a dynamic, evolving team that drives change and transformation for clients worldwide. You ll have the opportunity to shape the future of finance and accounting processes, leveraging IBM s advanced technology platforms and strategic ecosystem. Join us and grow your career while making a lasting impact in the world of digital transformation. Qualification : Bachelor's Degree in a related field (Finance, Accounting, Business Administration, etc.)

Channel Operations Analyst Who We Are Looking For We are seeking a motivated and detail-oriented Channel Operations Analyst with 1-3 years of experience in Partner/Channel Operations. If you are a strong communicator, a natural multi-tasker, and comfortable working independently with minimal supervision, this role is a great fit for you. You ll play a key part in supporting our global channel operations, enhancing partner engagement, and improving operational processes. About the Team You ll be joining the Sales Support and Shared Services team, which operates under the Worldwide Deal Support and Order Management organization within Revenue Operations at Nutanix. This Bangalore-based team supports our global sales teams by ensuring smooth operations across various sales processes. The team thrives on collaboration and works closely with multiple stakeholders, including Deal Desk, Bid Management, and Product Management, to drive efficient communication and process improvement. Our focus is on enabling the sales organization to work seamlessly, allowing them to achieve their targets through strong operational support. You will report to the Manager of Channel Operations, who promotes open communication, collaboration, and continuous learning. This is a hybrid role, allowing flexibility to work remotely on some days while collaborating in the office on others. What You ll Do Provide global Partner Portal support, addressing partner queries. Assist Channel Representatives and partners with the onboarding process. Manage partner applications, maintain agreements, and update Salesforce (SFDC). Oversee Deal Registration and Opportunity Process Management across regions. Respond to partner helpdesk inquiries, including onboarding and access issues. Identify opportunities to enhance current systems and processes for better efficiency. Manage Deal Registration Approval Workflows and assignment rules globally. Prepare ad hoc reports and analyze channel performance metrics as needed. What You ll Bring 1-3 years of experience in a Partner/Channel Operations role. Strong database management skills and proficiency in MS Office (Excel, PowerPoint). Hands-on experience with Salesforce and Partner Portal tools (e.g., Relayware). Excellent communication skills, both written and verbal. Strong attention to detail and organizational skills. Ability to work effectively with global teams and handle complex processes. Experience in partner onboarding and deal registration processes. A proactive mindset focused on process improvement and operational efficiency. Why Nutanix At Nutanix, we believe in fostering an inclusive, collaborative environment where everyone can thrive. We are proud to be an Equal Opportunity Employer, and we are committed to providing reasonable accommodations to ensure that everyone has the opportunity to succeed.

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: Sales Trainer Location :Bengaluru Job Summary The Sales Trainer is responsible for delivering new hire training, process training, and sales training in the banking or insurance domain. This role involves conducting refresher training, performing training needs analysis (TNA), and collaborating with quality and operations teams for process improvement. The trainer should be able to execute training tasks on short notice, contribute to the learning process, and ensure that team members meet performance standards. Responsibilities Conduct Training: Deliver new hire training (NHT) and process-specific training. Sales Training: Conduct sales training sessions in banking or insurance domains. Refresher Training: Facilitate refresher training to ensure ongoing development and performance improvements. TNA & TNI: Conduct Training Needs Analysis (TNA) and Training Needs Identification (TNI) sessions. Monthly Activities: Complete monthly cyclic activities, including fresher training, monthly tests, and call monitoring. Learning Requirements: Identify training needs and understand learning requirements for continuous improvement. Process Improvement: Liaise with Quality and Operations teams to identify and execute process improvement plans. Quick Execution: Ability to execute training tasks and assignments on short notice. Contribute to Improvement: Demonstrate a keen interest in delivering and contributing towards process improvement efforts. Eligibility Minimum of 2 years' experience within BPO. Experience in sales or insurance training (banking experience preferred). Excellent written and verbal communication skills. Proficiency in MS-Excel. Strong command of the English language is required.

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.

Job Title: Usage Manager Job Summary We are seeking an experienced Usage Manager to join our team. You will support the daily Order to Cash operations by helping lead the global revenue accounting operations and revenue close process. You will play an essential role in data integrity; ensuring all customer usage information is accurately reportable. You will partner with other teams to create and promote a scalable order to cash process. This is an individual contributor position, and will be the first hire in India! The Impact You Will Have Lead and manage a team of Revenue Operations Analysts, including performance management, coaching, and development. Manage escalations related to order-to-cash processes, ensuring timely resolution and communication with stakeholders. Monthly metrics highlighting performance against agreed SLAs and KPIs. Maintain and/or create detailed SOPs for all processes. Prepare proposed usage adjustments and credits, when applicable. Analyze usage for signed contracts with assurance to accuracy and compliance with company revenue recognition guidelines. Partner with Sales, Deal Desk, Billing, Engineering, IT, Legal, and Revenue Teams to develop expertise in order-to-cash policies and procedures specific to usage. Create and maintain detailed records in our ERP and billing platform NetSuite/Metronome to support billing, commissions, forecasting, sales, 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. Change management or SOPs with any system enhancements. 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. What We Look For Bachelor s degree in Finance, Accounting, Business Administration, or a related field preferred. Minimum of 8 years of revenue operational accounting experience, with demonstrated experience leading and managing teams. 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). Ability to adapt to evolving business needs and drive change management. Must be adaptive to change. Proven ability to manage team performance, provide constructive feedback, and foster a positive and productive team environment. 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 know that money is always on our minds, but it often comes with a rollercoaster of emotions. That s why we are on a mission to help people improve their relationship with money. We are 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 card, investments, or payments, it's all on Jupiter. Our goal is to simplify personal finance by cutting through complex banking jargon, offering smart spending insights, and providing innovative features to help users make sense of their finances. Our Journey So Far Founded in 2019 by Jitendra Gupta (the founder of Citrus Pay), Jupiter was born from the idea of creating a customer-centric personal finance experience, just like other industries such as food and entertainment. After our launch in 2021, we saw rapid growth, with a waitlist of over 100,000 eager users and reaching 1 million users within 10 months. Today, Jupiter is trusted by 2.7 million+ users. Our Insights feature automatically tracks and analyzes spending across accounts, providing actionable insights. Our Edge CSB Bank RuPay credit card is loved for its unique transparent design and rewarding features. Moreover, our No-Penalty SIP and Daily SIP at Rs 10 have made investing easier for over 100,000 users. We believe in harnessing cutting-edge technology, data analytics, and building a team of passionate individuals who share our vision of a more accessible, transparent, and inclusive financial ecosystem. And now, we re looking for people like you to join us. Who We're Looking For We are looking for a motivated and well-spoken Jr. Corporate Sales Manager to join our Corporate Salary team. You will play a key role in developing new corporate leads, understanding customer needs, and ensuring a smooth sales process. If you re someone who can close deals and meet targets, this role is for you. Roles and Responsibilities Previous experience in B2B Corporate Sales is preferred. Experience in fintech, insure-tech, employee benefits, corporate banking, or startup environments is a plus. Minimum 6 months of corporate sales experience required. Proficiency in Microsoft Excel. Fluent communication in English & Hindi (other regional languages are a plus). Strong organizational skills and ability to multitask effectively. Excellent phone and cold-calling skills. Exceptional customer service and relationship management skills. Ability to source sales via cold calls, emails, and lead follow-ups. Experience in lead generation, outbound calling, and customer need analysis. Ability to stay informed about competitor products and services. Closing sales and meeting sales targets. Location: Bangalore Note: MBA Freshers are also welcome to apply. What Is Needed for This Role Proficiency in cold calling, email outreach, and lead follow-ups. Ability to generate and qualify corporate leads. In-depth understanding of customers' needs and identifying sales opportunities. Developing and maintaining a sales pipeline. Demonstrating the features of products and services to customers. Achieving sales targets and closing deals. Opening Salary accounts for corporate employees. Why You Should Work With Us Ownership: We highly value individuals who take ownership and see projects through to completion. Problem-Solving: We love tackling meaningful challenges and creating experiences that delight customers. Culture Fit: We value individuals who can engage in healthy conflict and make decisions with confidence. We prioritize consent over consensus. Excellence: If you re driven by continuous learning, growth, and improvement in a dynamic environment, Jupiter is the place for you. Our Hiring Process We raise the bar with each hire and evaluate candidates based on passion, ambition, and skills. Here s what you can expect: The Intro: Our recruitment team evaluates applications to find the best fit based on skills and past experiences. Two-Way Street: An interview with the hiring manager to understand your interest in the role and your expectations. You ll also have the chance to ask questions, and assignments may be given. Culture Matters: We ensure the candidate is a cultural fit for Jupiter. It s also your opportunity to see if we align with your values. The Offer: If we find you re the right fit, we ll extend an offer to you!

Customer Success Manager Location: Bengaluru Experience: 10+ Years About Saviynt Saviynt is an identity authority platform designed to power and protect the digital workplace. In an era of rapid digital transformation and increasing cyber risks, organizations need solutions that balance security with agility. Saviynt s Enterprise Identity Cloud offers unparalleled visibility, control, and intelligence, enabling businesses to defend against threats while providing users with the right access at the right time. Role Summary As a Customer Success Manager (CSM), you will be responsible for ensuring customer loyalty, satisfaction, and adoption of Saviynt s innovative products and services. Using a customer-centric approach, you will drive value-based outcomes, oversee adoption strategies, and facilitate customer expansion opportunities. Your ultimate goal is to ensure customer success, leading to higher retention, increased adoption, and a strong customer advocacy network. Key Responsibilities Customer Relationship Management Serve as the primary point of contact for customers post-implementation. Develop and maintain deep, trusted relationships with key stakeholders. Act as a customer advocate, gathering feedback and driving improvements. Subscription & Adoption Strategy Monitor customer health and proactively address adoption barriers. Manage the subscription renewal pipeline, ensuring high retention rates. Educate customers on new features and releases to drive adoption. Collaboration & Problem-Solving Work closely with Sales, Implementation Partners, and Cross-Functional Teams to enhance customer experience. Conduct regular health checks, resolve adoption challenges, and ensure smooth issue resolution. Lead customer meetings, track action items, and drive timely execution. Continuous Improvement & Growth Identify upsell and cross-sell opportunities to drive revenue expansion. Provide insights into product utilization trends and recommend improvements. Support process improvement initiatives to enhance customer success operations. What You Bring Bachelor s degree in Computer Science, Engineering, or a related field 10+ years of experience in customer-facing roles such as Customer Success, Account Management, or Professional Services Experience in Identity & Access Management (IAM), Cybersecurity, and Compliance (preferred) Strong knowledge of cloud, hybrid, and on-premise IT architectures Ability to translate complex technical concepts into business-friendly language Proven ability to manage relationships and navigate challenging customer interactions Experience in fast-paced, high-growth SaaS environments Availability to engage with customers during North America hours Be part of a high-growth, industry-leading identity security company Work on cutting-edge IAM solutions that power global enterprises Collaborate with a passionate, customer-driven team Enjoy a dynamic, flexible, and inclusive work environment Saviynt is an equal opportunity employer, and we welcome applicants from diverse backgrounds. Join us in shaping the future of identity security!

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.

Introduction A career in IBM Consulting means building long-term relationships and collaborating closely with global clients. As part of IBM BPO, you ll be at the forefront of digital transformation, leveraging agile methodologies, process mining, and AI-powered workflows. You will work alongside industry leaders to help the most innovative companies optimize their hybrid cloud and AI journeys, supported by IBM s advanced technology platforms, including IBM Software and Red Hat. Curiosity, continuous learning, and innovation are at the core of IBM s success. In your role, you ll be encouraged by mentors and coaches to challenge conventional thinking, explore new ideas, and develop groundbreaking solutions with real impact. Your Role and Responsibilities As a Process Analyst Order to Cash (O2C), you will manage various aspects of accounts receivable, including cash application, account reconciliation, and investigation of discrepancies. You will play a key role in ensuring accuracy, timeliness, and adherence to service-level agreements while driving automation and operational efficiency. Key Responsibilities: Analyze receivable accounts, investigate entries, and prepare audit-related documentation. Execute netting instructions, Direct Debit runs, and Oracle updates; handle Direct Debit rejections. Investigate and rectify unapplied payments, ensuring proper allocation. Provide information related to customer payments, refunds, and other accounts receivable inquiries. Meet client Service Level Agreements (SLAs) and ensure tasks are completed within specified timelines. Required Technical and Professional Expertise Commerce graduate with 2-4 years of experience in Order to Cash (O2C). Expertise in cash application automation, increasing touchless cash settlement, and reducing complexity in assigned accounts. Proven track record in meeting accuracy and timeliness goals, achieving individual and business metrics. Experience collaborating with customers, sales, and finance teams for process improvements. Hands-on proficiency in automating and optimizing cash applications. Preferred Technical and Professional Expertise Proficiency in MS Office applications and experience with ERP systems as an end-user. Self-motivated, goal-oriented achiever with a strong focus on meeting targets. Ability to thrive under deadlines and contribute to change management initiatives. Strong interpersonal and teamwork skills.

About GBFS Team: The Global Business and Finance Support (GBFS) team provides operational support to Qualcomm s headquarters and global regional teams, focusing on finance and business operations activities such as sales incentive planning, reporting, forecasting, basic analysis, and deriving insights from key business metrics. This role is designed to offer world-class internal support to sales teams, customer service, and HQ, ensuring seamless operations and helping them overcome business challenges with the help of tools like Salesforce, Tableau, and Power BI. General Summary: As a Business Operations Analyst, you will be responsible for supporting sales performance, forecasting, data analysis, and CRM management. The ideal candidate will possess strong analytical and technical skills, collaborate with cross-functional teams, and have a passion for delivering valuable business insights. Key Responsibilities: Generate detailed sales performance reports and dashboards, providing actionable insights to inform strategic decisions. Prepare accurate sales forecasts and assist with incentive planning. Collaborate with cross-functional teams, such as sales, finance, and IT, to ensure process alignment and operational efficiency. Maintain and optimize the Salesforce CRM system, ensuring data accuracy and supporting sales activities. Support monetization processes and analyze business performance metrics. Conduct transition calls and process reviews with HQ and global regional teams. Document processes, prepare reports, and offer recommendations for process improvement. Flexibly participate in evening calls (8 PM 11 PM IST) or work in shifts (2:30 PM to 11:30 PM) as needed for reviews and global coordination. Perform additional ad hoc business operations activities as required. Minimum Qualifications: 4 6 years of relevant experience in business analysis and operations activities. Strong proficiency in Advanced Excel, Salesforce, and incentive reporting and analysis. Solid understanding of business process monetization. Excellent analytical and problem-solving skills with a conceptual approach to data analysis. Strong communication skills (both verbal and written) and ability to work with global teams. Flexible schedule, with availability for evening calls and HQ reviews. Preferred Qualifications: Experience with tools such as Tableau and Power BI for data visualization and reporting. Educational background in Business Analytics, Business Administration, or related fields from a reputed B-school. Bachelor s degree in Science, Technology, Commerce, or Economics. Diploma in Business Analytics is a plus. Why Join Qualcomm? At Qualcomm, you ll work in a dynamic and innovative environment, collaborate with global teams, and contribute to cutting-edge business operations. We offer: Opportunities for learning and professional growth. Flexible working arrangements and a supportive work culture. The chance to work with some of the brightest minds in the industry. Qualification : Bachelors in science / B Tech / commerce / economics and/or

Position Overview: We are seeking an Associate Manager Financial Operations to lead the accounts receivable and revenue process automation for our Insurance Business. This role is pivotal in ensuring accurate financial operations, optimizing revenue management, and driving process improvements through automation. The ideal candidate will be responsible for managing invoicing, collections, reconciliations, and leading automation initiatives to streamline financial processes. Key Responsibilities: 1. Financial Operations & Accounts Receivable Manage end-to-end accounts receivable (AR) processes, including invoicing, collections, and reconciliations, ensuring accurate and timely execution. Monitor AR aging reports and reduce Days Sales Outstanding (DSO) by improving collection processes. Conduct credit assessments and maintain strong client relationships to ensure prompt payments and effective dispute resolution. Perform daily reconciliations for settlement processes. 2. Revenue Reconciliations Prepare monthly reconciliations and resolve discrepancies between billing and revenue records. Analyze revenue data, generate reports, and provide insights on trends, variances, and financial risks. 3. Revenue Automation & Process Improvement Lead revenue automation initiatives, identifying opportunities to improve billing, invoicing, and AR processes. Collaborate with IT and internal/external departments to implement tools and systems for automating revenue workflows. Drive process improvement initiatives to ensure scalability, accuracy, and efficiency in revenue recognition and AR functions. 4. Cross-Functional Collaboration Partner with internal teams and insurers to support accurate revenue reconciliations and process enhancements. 5. Reporting & Analysis Develop and monitor Key Performance Indicators (KPIs) for AR, revenue, and automation effectiveness. Provide actionable insights to senior management through regular financial reports on revenue, AR aging, and automation impact. Identify opportunities for performance improvement and recommend strategies for optimizing revenue and AR efficiency. Qualifications: Education: Bachelor s degree in Finance, Accounting, Business Administration, or a related field (advanced degree such as MBA or MFin is preferred). Experience: Minimum of 5 years in financial operations, with expertise in accounts receivable, revenue recognition, and automation processes, preferably in the insurance or financial services industry. Key Skills: Proficiency in financial ERP systems, automation tools, and advanced Excel skills. Strong communication skills with the ability to collaborate across functions and work effectively in cross-functional teams. Experience in implementing revenue automation tools or robotic process automation (RPA) is a plus. Familiarity with insurance industry billing practices and regulatory standards is preferred. PhonePe Full-Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-Care Support Program Mobility Benefits Relocation Assistance, Transfer Support Policy, Travel Policy Retirement Benefits Employee Provident Fund Contribution, Flexible PF Contribution, Gratuity, National Pension Scheme (NPS), Leave Encashment Other Benefits Higher Education Assistance, Car Lease Program, Salary Advance Policy Qualification : Bachelors degree in Finance, Accounting, Business Administration, or arelated field; advanced degree (MBA, MFin) preferred.

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