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.
CRM Administration - Manage the overall CRM platform, set up users, customize fields, ensure data integrity, and build process automations.
Workflow Design - 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.
Process Mapping - Map out current business processes, identify bottlenecks, and design recent automated workflows to improve efficiency and collaboration across Jeebly.
Sales Operations - Focuses on automating the sales pipeline,



lead scoring, forecasting, and sales performance tracking.
Marketing Operations - Manage marketing automation platforms, email campaign setup, lead nurturing sequences, and campaign tracking.
Customer Service Automation (Internal &
External) - Implements chatbots, automated support tickets, and service workflows to enhance customer support efficiency across Jeeblys ecosystem.
Data Management - Ensure data integrity, automate data entry processes, data cleansing and syncing across systems for a unified clean view for decision making.
Reporting &
Analytics - Set up automated dashboards to track performance and insights.
Integrations - Connecting the CRM & other applications with business tools to ensure unified views for the leadership teams.
Training &
Support - Training users on recent automated processes and systems.

📌 Process Automation Manager Noida
🏢 Jeebly Technologies
📍 Noida