Company Description TatvaCRM is a complete customer relationship management platform designed specifically for small and medium businesses in India, offering features and workflows tailored to local business needs. It provides standard CRM capabilities like pipelines, dashboards, custom fields, and role-based access, along with INR pricing, GST invoicing, UPI/Razorpay payments, and DPDP-compliant data residency. TatvaCRM includes ready-made industry presets for general sales teams, digital agencies, manufacturers, debt advisory firms, and BFSI organizations, enabling rapid deployment without long implementations or costly upgrades.

TatvaCRM is built in India by Tatva Fintech Private Limited, based in Pune.

Role Description The Business Development Executive will be responsible for identifying and qualifying current business opportunities, nurturing leads, and driving customer acquisition for TatvaCRM. This full-time role involves prospecting through multiple channels, conducting product demos, preparing proposals, and collaborating with the sales and marketing teams to convert leads into long-term accounts. The position is hybrid, based in the Pune Division, with flexibility for some work-from-home as per business needs.

Day-to-day activities include engaging with SMB prospects, understanding their CRM requirements,



maintaining an organized sales pipeline, and providing feedback to product and leadership teams on market trends and customer needs. The role also includes ongoing account relationship management to support retention, upselling, and cross-selling.

Qualifications

- Strong new business development and lead generation skills, with experience building and managing a sales pipeline.
- Solid understanding of business processes and SMB operations, especially in technology or SaaS environments.
- Excellent communication and interpersonal skills to present solutions, negotiate, and build trust with diverse stakeholders.
- Account management capabilities, including relationship building, follow-up, and basic customer success practices.
- Comfort using CRM tools (TatvaCRM or similar), sales productivity software, and basic MS Office/Google Workspace applications.
- Bachelor’s/ masters degree in Business, Marketing, Commerce, or a related field, or equivalent practical experience.
- Prior experience in B2B sales or SaaS business development, preferably with Indian SMBs, is an advantage.
- Ability to work in a hybrid setup from Pune Division, manage time independently, and meet targets in a fast-paced environment.
- WFH maybe considered

📌 Business Development Executive (Pune)
🏢 TatvaCRM
📍 Pune