Team lead, Business Transfomrations

Cvent, Inc.; India; On-site; INR 8,662,175 - 12,512,030; Full time

Job summary

Cvent, Inc. is seeking a motivated Business Transformation professional to drive CRM and platform modernization. You will partner with clients to assess current states, design improvements, and ensure adoption of new processes and technologies in a fast-growing environment.

The role emphasizes strategic partnerships, governance, and measurable business impact across Sales and Marketing initiatives. Strong communication and leadership are essential.

Qualifications

• Master’s degree in business administration is required.
• 6–8 years experience in business transformation or related field.
• Strong problem-solving and critical thinking abilities.
• Experience with process improvement methodologies and SDLC/Agile.
• Excellent project management, analytical and communication skills.
• Ability to work independently and within multi-disciplinary teams.
• Experience with Salesforce and integrated systems (Marketo, Snowflake) is desired.

Responsibilities

• Lead process redesign, AI-driven solutions, and change management projects.
• Transform CRM systems (Salesforce) and integrated platforms (Marketo, Snowflake).
• Analyze client functions, define target operating models, and build roadmaps.
• Design solutions to improve efficiency, accuracy, and compliance.
• Manage project scope, timelines, budgets, and risk.
• Develop training materials to ensure user adoption of new tools.

Skills

Project management

Analytical thinking

Communication skills

Problem solving

Independent work

Team collaboration

SDLC & Agile

Salesforce

CRM systems

Marketo

Snowflake

Wrike

MS Office/Visio

Education

Master’s degree in Business Administration

Tools

Salesforce

Marketo

Snowflake

Wrike

MS Office/Projects/Visio

Job description

Overview

Cvent is a leading meetings, events, and hospitality technology provider with more than 5,500+ employees and 30,000+ customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we’re transforming the meetings and events industry through innovative technology that powers human connection. Cvent's strength lies in its people, fostering a culture where everyone is encouraged to think like entrepreneurs, taking risks and making decisions confidently. We value diverse perspectives and celebrate differences, working together with colleagues and clients to build strong connections.

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI‑augmented work, you’ll thrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI‑powered collaboration, we’d love to meet you.

About the role

We are seeking a motivated and results‑oriented professional to join our team and play a key role in implementing and transforming business functions. You will partner with clients to assess their current state, design and implement improvements, and ensure successful adoption of new processes and technologies.

As we continue to stake claim to the $565 billion‑dollar global meetings and events industry, we are looking for people in Business Transformation who are highly passionate and driven to further their career in the development of systems and process improvement as part of the company’s business transformations group, working closely with Sales and Marketing departments.

Due to tremendous growth, we are seeking a meticulously detailed individual, who is technically astute but also has a mastery of both communication and people skills to develop key strategic partnerships, while continuously driving improvement in measurable financial/business metrics.

This individual will deliver key process, IT and change management type of initiatives, from process re‑engineering, vendor selection, platform analysis, data migration, process modeling, and system implementations, preferably in a SaaS or high growth environment. They will also lead and manage on time and on budget delivery of projects.

This individual will champion project management best practices across the organization and drive the implementation of global sales and marketing projects while working alongside talented, astute, intelligent, driven and innovative individuals in a growing and entrepreneurial environment.

In This Role, You Will

• Manage process redesign, AI‑driven solutions, and change management projects for our business transformations group, working closely with Sales and Marketing functions.
• Work on large scale transformation of CRM systems – Salesforce along with other integrated systems like Marketo, Snowflake.
• Conduct in‑depth analysis of client functions, including processes, systems, and controls.
• Partner with stakeholders to define target operating models and develop transformation roadmaps.
• Design and implement solutions to improve efficiency, accuracy, and compliance.
• Recommend and support the adoption of new technologies, such as new system and technologies, cloud solutions, and AI based solutions.
• Manage project scope, timelines, and budgets.
• Communicate effectively with all levels of the organization, from business stakeholders’ teams to senior management.
• Develop and deliver training materials to ensure user adoption of new processes and systems.
• Manage change effectively and mitigate risks.
• Prepare project plans/status reports and track progress on the projects.
• Facilitate cross functional/interdepartmental requirements gathering and solution design.
• Document current business process flows and problem statements.
• Work with Sales and Marketing project team members in supporting them with day‑to‑day issues.
• Coordinate and manage application support with vendors and external consultants.

Here’s What You Need

• Master’s degree in business administration.
• Minimum of 6-8 years of experience in business transformation or a relevant field.
• Strong problem‑solving and critical thinking skills.
• Proven experience in process improvement methodologies.
• Excellent project management, analytical, and communication skills.
• Ability to work independently and as part of a team.
• Experience in Systems Analysis and Requirements gathering.
• Excellent communication skills (verbal and written).
• Strong interpersonal and organizational skills and able to work well with high performance teams.
• Self‑starter, action oriented with strong recognition of schedule.
• Ability to comfortably work in an intensely deadline‑oriented environment.
• Experience in Application software Implementation and Project Management.
• Experience with Salesforce and other integrated systems (e.g. Marketo, Snowflake) is desired.
• Experience with SDLC and/or Agile Methodology.
• Understanding of on premise/Cloud/SAAS Systems.
• Experienced and Proficient in Systems and Process Documentation.
• CRM and integrated systems – Salesforce, Marketo, Snowflake.
• MS Office/Projects/Visio.
• Project Management system – Wrike.