Associate Account Manager

About telecrm

telecrm is an AI-powered full-stack CRM built for Indian businesses, with strong integrations across calls and WhatsApp. We help 5000+ companies streamline lead management, automate workflows, and improve sales outcomes.

About the Role

• We are looking for an Associate Account Manager who can take ownership of client

onboarding, relationship management, complex CRM setups, and account growth.

• You will work closely with the Account Manager to ensure clients are onboarded correctly,

workflows are configured as per their business processes, and accounts continue to deliver

value after implementation.

• This role is ideal for someone who understands CRM operations, enjoys solving workflow

and integration challenges, and is comfortable working directly with clients.

Key Responsibilities

1. Own client onboarding — understand business requirements and ensure accounts are set up

correctly.

2. Maintain client relationships — act as a reliable point of contact and understand evolving

client requirements.

3. Configure complex workflows — build and manage workflows, automations, custom actions,

and lead-assignment processes.

4. Handle technical requirements — work with APIs, webhooks, custom integrations, and other

technical configurations.

5. Drive upselling and cross-selling — identify opportunities to introduce relevant telecrm

features and solutions.

6. Work closely with the Account Manager — support account setup, implementation, issue

resolution, adoption, and client retention.

7. Ensure client retention — monitor account health, proactively address challenges, and ensure

clients continue to derive value from telecrm.

8. Coordinate with internal teams to resolve technical or product-related requirements

efficiently.

9. Document and understand client processes so CRM workflows accurately reflect their sales

and operational requirements.

Key Requirements

1. 3+ years of experience in a similar Account Management, Customer Success, CRM, SaaS, or implementation role.
2. Strong understanding of CRM workflows and business process automation.
3. Technical knowledge of APIs, webhooks, workflows, and integrations.
4. Good interpersonal and communication skills.
5. Comfortable interacting with clients and understanding their business requirements.
6. Strong problem-solving and troubleshooting abilities.
7. Ability to manage multiple client requirements and priorities.
8. Commercial mindset with the ability to identify upsell and cross-sell opportunities.
9. Ability to work independently while collaborating closely with the Account Manager and internal teams.

Performance Expectations

Success in this role will be measured by execution quality, client adoption, retention, and account

growth.

Client Requirement → Correct Setup → Tested Workflow → Successful Adoption → Proactive

Relationship → Retention → Account Growth

The Associate Account Manager should progressively be able to handle more complex accounts,

solve more technical requirements independently, reduce dependency on the Account Manager, and

contribute directly to client retention and revenue expansion.

“The goal is simple — clients should get the right setup, see value quickly, stay with telecrm, and

grow their usage over time”.

Why Join telecrm?

• Work directly with experienced Key Account Managers and learn customer success from industry professionals.
• Designing practical solutions using telecrm's features, APIs, and integrations.
• Developing strong business acumen, solution consulting, and problem-solving skills .
• Gain hands-on exposure to SaaS onboarding, CRM implementation, account management, and customer growth.
• Be part of a fast-growing SaaS company serving 5,000+ businesses across India.
• Take ownership from Day 1 in a collaborative and high-growth environment.