Implementation Consultant [BFSI-LOS]

LeadSquared; Bengaluru; Hybrid; INR 1,400,000 - 2,000,000; Full time

Job summary

LeadSquared is seeking an Implementation Consultant to drive onboarding and deployment of the LOS platform for clients. You will understand client requirements, configure solutions, and ensure delivery aligned with business objectives.

You will lead end-to-end implementations, translate business needs into system configurations, and collaborate with Sales, Product, and Support to ensure successful go-lives and high customer satisfaction. This role offers a hybrid work arrangement.

Qualifications

• 2–5 years of SaaS implementation experience.
• Hands-on with LOS or BFSI domain.
• Strong understanding of workflows, APIs, and system integrations.
• Excellent problem-solving and communication skills.
• Ability to manage multiple client projects simultaneously.

Responsibilities

• Lead end-to-end implementation of LeadSquared LOS solutions for clients.
• Understand business requirements and translate them into system configurations.
• Configure workflows, lead management, integrations, and automation within the platform.
• Collaborate with Sales, Product, and Support for smooth delivery.
• Manage client expectations, timelines, and deliverables.
• Conduct user training sessions and enable client teams for platform adoption.
• Troubleshoot issues during and post implementation.
• Ensure high customer satisfaction and successful go-live.

Skills

SaaS implementation

Client management

APIs

Communication

Cross-functional collaboration

Tools

LOS (Loan Origination System)

CRM/ERP platforms

Job description

Role : Implementation Consultant – Loan Orientation System [LOS]

About LeadSquared:

One of the fastest growing SaaS companies inthe CRM space, LeadSquared empowers organizations with the power of automation.More than 1800+ customers with 2.50 lakhs users across the globe utilize theLeadSquared platform to automate their sales and marketing processes and runhigh velocity sales at scale.

Known for its verticalized, industry-centricsolutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate,Automotive, and Hospitality industries. The company is headquartered inBengaluru with a local presence in New Jersey, Philippines, South Africa,Australia, and Indonesia.

The Role:

We are looking for anImplementation Consultant to drive successful onboarding and deployment ofLeadSquared’s LOS platform for clients. This role involves understanding clientrequirements, configuring solutions, and ensuring seamless delivery alignedwith business objectives.

Key Responsibilities

• Leadend-to-end implementation of LeadSquared LOS solutions for clients
• Understandbusiness requirements and translate them into system configurations
• Configureworkflows, lead management, integrations, and automation within the platform
• Collaboratewith cross-functional teams (Sales, Product, Support) for smooth delivery
• Manageclient expectations, timelines, and deliverables
• Conductuser training sessions and enable client teams for platform adoption
• Troubleshootissues during and post implementation
• Ensurehigh customer satisfaction and successful go-live

Requirements

• 2–5 years of experience in SaaS implementation / consulting roles
• Hands-onexperience with LOS (Loan Origination Systems) or BFSI domain
• Strongunderstanding of workflows, APIs, and system integrations
• Excellentproblem-solving and communication skills
• Abilityto manage multiple client projects simultaneously
• Experiencein CRM / Marketing Automation platforms is a plus
• Knowledgeof BFSI processes (Lending lifecycle, underwriting, collections)
• Exposureto tools like CRM, ERP, or automation platforms
• Basictechnical understanding (APIs, webhooks, data mapping)

Why Should You Apply?

• Fast-pacedenvironment with exposure to leading Banks, NBFCs, and FinTech lenders
• Acceleratedgrowth & rewards based on deal closures and revenue targets
• Easilyapproachable management with direct access to leadership
• Workwith the best minds in lending technology and industry leaders
• Flexiblework timings with hybrid working options
• Opportunityto work on complex, large-scale implementations