Associate Manager | Process Automation

Position Overview

The person holding this role would be required to manage mainly the SaaS Application being used within Jeebly, including but not limited to CRM / Help Desk or service desk management tools / Call Center Applications (Zoho, FreshWorks, FreshSales, FreshDesk & Genesys), and assist Jeebly to make full use of such applications to ensure maximum productivity & process efficiency.

Role & responsibilities

• Manage the overall CRM platform, set up users, customize fields, ensure data integrity, and build process automations.
• Design, build, and maintain complex automated workflows, integrations (APIs), and custom scripts for marketing, sales, and service across Jeebly. Creation of automated sequences for lead handoffs, follow-ups, onboarding, customer service & much more.
• Focuses on automating the sales pipeline, lead scoring, forecasting, and sales performance tracking.
• Manage marketing automation platforms, email campaign setup, lead nurturing sequences, and campaign tracking.
• Implements chatbots, automated support tickets, and service workflows to enhance customer support efficiency across Jeeblys ecosystem.
• Ensure data integrity, automate data entry processes, data cleansing and syncing across systems for a unified clean view for decision making.
• Set up automated dashboards to track performance and insights.
• Connecting the CRM & other applications with business tools to ensure unified views for the leadership teams.
• Training users on new automated processes and systems.

Preferred candidate profile

• Bachelors degree in Business, Engineering, or a related field; MBA preferred.
• 3–6 years of experience in implementation and process automation roles.
• Strong analytical and communication skills.
• Ability to work collaboratively in a fast-paced, target-driven environment.
• Attention to detail and commitment to delivering high-quality work.