Cogover is a no-code/low-code customer operations platform that combines CRM, contact center, workflow automation, omnichannel communication, and Al in one unified system.
We help businesses in sectors such as stock brokerage, real estate, lending, collections, and customer operations build customized business applications faster, without heavy software development.

Role Overview

- We are looking for a Solution Engineer to build customer-facing business applications and workflows on top of the Cogover platform.
- This role is responsible for converting customer requirements into working Cogover applications, including CRM modules, workflows, automations, dashboards, calling flows, WhatsApp flows, and operational processes.
- You will work closely with Account Executives, Customer Success, and customers to ensure successful demos, implementations, UAT, go-live, and adoption.
- This is a hands-on role that combines business process understanding, no-code/low-code application building, CRM configuration, workflow design, and customer-facing communication.

Key Responsibilities

1. Requirement Understanding & Handoff

Work with Account Executives to understand customer requirements after discovery.

- Review customer workflows, business processes, pain points, and expected outcomes.
- Translate business requirements into functional solution designs.
- Identify gaps, dependencies, integrations, and implementation risks.
- Prepare implementation scope and configuration plan.

2. Build Applications on Cogover

- Configure business applications using the Cogover platform.
- Build objects, fields, forms, layouts, pipelines, stages, views, and user roles.
- Configure workflows, automation rules, notifications, reminders, SLAs, and escalations.
- Create dashboards and reports for managers and business users.
- Configure customer communication flows including calling, WhatsApp, SMS, email, and omnichannel interactions.
- Set up role-based access, permissions, and data visibility.

3. Support Industry-Specific Solutions

Build and maintain reusable solution templates for key verticals, such as:

Stock Brokerage / Demat Acquisition

- Lead-to-activation workflow
- KYC follow-up process
- RM/dealer activity tracking
- Call logging and conversion dashboard
- Inactive prospect reactivation workflow

Real Estate

- Lead-to-site-visit workflow
- Agent follow-up tracking
- Broker/channel partner management
- Project/unit pipeline
- Booking and handover workflow

Lending / Collections

- Borrower follow-up workflow
- Collection calling process




- Callback scheduling
- Payment promise tracking
- Collector productivity dashboard

4. Demo & POC Support

- Build demo environments tailored to customer use cases.
- Support AE during technical demos and solution walkthroughs.
- Prepare demo workflows for specific industries or customer scenarios.
- Help convert customer requirements into visible, working prototypes.
- Support POC setup and customer evaluation.

5. Implementation, UAT & Go-Live

- Configure customer environments based on agreed scope.
- Import or migrate basic customer data where required.
- Support user acceptance testing and collect feedback.
- Fix configuration issues and adjust workflows before go-live.
- Prepare go-live checklist and coordinate with Customer Success.
- Support initial training for admins, managers, and end users.

6. Integrations & Technical Coordination

- Understand basic API, webhook, and integration requirements.
- Coordinate with product/engineering teams for advanced technical needs.
- Support integration with lead sources, telephony, WhatsApp, CRM tools, websites, or third-party systems.
- Document integration requirements clearly for engineering teams.

7. Documentation & Reusability

- Document implemented workflows, configurations, and customer-specific changes.
- Create reusable templates, checklists, and implementation playbooks.
- Maintain internal solution library for common vertical use cases.
- Help improve standard deployment speed and quality over time.

Key Required Skills & Experience

- 2-5 years of experience in solution engineering, CRM implementation, SaaS implementation, business application configuration, or technical consulting.
- Experience working with CRM, contact center, workflow automation, or no-code/low-code platforms.
- Ability to understand business processes and translate them into system workflows.
- Strong hands-on configuration mindset.
- Good understanding of fields, objects, pipelines, forms, dashboards, user roles, and automation logic.
- Data modeling mindset ability to design Objects like a database schema: define entities, relationships (Lookup Normal/Dependency), and select appropriate field types from 20+ options.




- Strong understanding of relational databases (SQL, entity-relationship concepts). No coding required, but rigorous logical thinking is essential.
- Workflow design ability to design business processes using BPMN 2.0 concepts: identify flow types (Triggered/Manual/Scheduled/Sequence), map nodes and branching conditions
- Basic understanding of APIs, webhooks, integrations, and data import/export.
- Good communication skills in English.
- Comfortable working directly with customers and sales teams.
- Strong problem-solving and documentation skills.
- Ability to work in a fast-paced startup environment.

Positive to have

- Experience with platforms such as Salesforce, Zoho, HubSpot, Freshworks, Odoo, Creatio, ServiceNow, or similar SaaS platforms.
- Experience in stock brokerage, real estate, lending, collections, BFSI, call center, or customer operations.
- Knowledge of contact center workflows, call logging, IVR, call recording, call disposition, and agent productivity tracking.
- Experience with WhatsApp Business API, SMS, email automation, or omnichannel communication.
- Basic SQL, JavaScript, Postman, API testing, or data mapping skills.
- Knowledge of BPMN 2.0 or workflow automation standards.
- Experience with enterprise customers.
- Background in WMS/inventory (multi-warehouse, batch/serial, FIFO/LIFO/FEFO), accounting, or logistics.
- Experience supporting pre-sales, demos, POCs, and manday estimation for new projects.

Remuneration package

- Income: 6-8 Lacs PA. Pay reflects your ability and experience, and we will never pay less than what youre worth.
- Performance bonuses: based on work performance, including annual and holiday bonuses.
- Advancement opportunities: clear paths to Team Leader, Manager and beyond as Cogover scales in India.
- Work environment: a young, dynamic and creative team that supports your development.
- Professional training: continuous improvement of professional skills.
- Learning opportunities: hands-on exposure to recent technology, AI and innovation.
- Employee engagement: hangouts, picnics, team trips and other activities.

Working conditions

- Working hours: full-time, 9:30 AM to 6:30 PM, with a 1-hour lunch break (1:30 PM 2:30 PM), from Monday to Friday.
- Location: Mumbai in-office.

Application package

- CV in English (including certificates, if any).
- Application deadline: Before June 30th, 2026.

Contact

- Address: 805, Kosha Kommercial Komplex, Primal Nagar, Malad East, Mumbai.
- Email: [email protected]

📌 Solution Engineer Cogover Platform (Mumbai)
🏢 Stringee
📍 Mumbai