Job highlights

- Experience in CRM implementation and client onboarding with skills in platform configuration and testing

- Lead end-to-end client onboarding, manage project lifecycle, configure CRM platform, conduct testing and UAT, deliver user training, plan go-live, and oversee post-launch support

Implementation Roles &

- Responsibilities

1.

Client

On boarding &

- Implementation

- Lead end-to-end on boarding for current clients.

- Gather, document, and validate business requirements and success criteria.

- Define implementation timelines, milestones, and deliverables.

- Conduct on-site client visits (if required) for requirement gathering and stakeholder alignment.

2.

Project

Ownership

- Own the complete project lifecycle from kickoff to go-live.

- Act as the single point of contact for all client communication.

- Ensure delivery within scope, timeline, and quality standards.

3.

Platform

Setup &

- Configuration

- Configure the CRM platform aligned with client workflows and business processes.

- Customize modules, automation, and integrations as per agreed scope.

- Ensure scalability and best practices in system design.

4. Testing &

- Quality Assurance

- Perform functional and scenario-based testing aligned with business use cases.

- Ensure system stability, accuracy, and readiness before deployment.

5.

User Acceptance

Testing (UAT)

- Plan,



coordinate, and drive UAT with stakeholders.

- Capture feedback, manage iterations, and secure sign-off.

6. User Training &

- Enablement

- Deliver structured training programs for end users and admins.

- Provide documentation, SOPs, and best practices.

- Enable clients to independently operate and scale usage.

7. Go-Live Planning &

- Execution

- Develop and execute a structured go-live plan.

- Ensure risk mitigation and smooth transition to production.

8. Post Go-Live Handover

- Ensure seamless transition to support/customer success teams (if applicable).

- Share documentation, configurations, and key account insights.

9.

Support

Oversight (L2 Monitoring)

- Ensure all support tickets for assigned accounts are tracked and resolved within defined SLAs.

- Monitor ticket progress and follow up with internal support teams for timely closure.

- Act as a second-level escalation point for critical or delayed issues.

- Ensure proactive communication and updates are provided to clients.

- Identify recurring issues and coordinate with internal teams for permanent fixes.

10. Stakeholder &

- Internal Collaboration

- Work closely with product, support, engineering, and sales teams.

- Provide structured feedback to improve product and service delivery.

📌 Csm Executive (Chennai)
🏢 RSoft Technologies
📍 Chennai