Sales Success Associate 2-3Yrs position in Mumbai,Maharashtra

2 weeks ago

Mumbai, Maharashtra, India RANGAM INFOTECH PVT. LTD. Full time ₹ 5,00,000 - ₹ 12,00,000 per year
Job Description

Description:

Job Title: Sales Success Associate
Work location: Mumbai

Responsibilities:
  • Assist in strategic projects and maintain trackers for onboarding and client engagement.
  • Support seamless client transitions by providing technical guidance and tracking migration progress.
  • Manage client databases and create accessible repositories linked to Salesforce.
  • Execute enablement tasks, raise requests, and audit client access and entitlements.
  • Collaborate with internal teams to drive approvals, action and ensure smooth client servicing.
  • Build dashboards and automate reports to support client targeting and decision-making.
  • Maintain training materials and contribute to SOPs and knowledge repositories.
  • Organize meetings, document minutes, and support mass communication for campaigns.
  • Aid in generating reports for retention planning and analyse data trends to converting leads into opportunities for Front line teams.
The candidate should be experienced in the following:
  • Candidate should have 23 years of experience, preferably in the Fintech, BFSI, Financial services or Capital markets.
  • Proven ability to manage client interactions, support migrations, and coordinate across internal teams (Product, Tech, Support).
  • Experience in supporting sales enablement, executing strategic projects, and handling administrative tasks like onboarding, FXall admin, and entitlement audits.
  • Familiarity in platforms like Salesforce, Transaction platforms, STP Vendor platforms or their managements.
  • Skilled in maintaining client databases, using Excel/Power BI for dashboards, and automating reports for usage and volume analysis.
  • Strong written and verbal communication, with the ability to create SOPs, training guides, and present insights to stakeholders.
  • Ability to troubleshoot client issues, track project progress, and contribute to knowledge bases and playbooks.

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