VS01490 - Functional Consultants / Business Analyst

E4 Software Services Pvt Ltd.; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

A leading software services company in Mumbai is seeking a Functional Consultant with expertise in CRM systems. The ideal candidate will join a dynamic team and be responsible for understanding client requirements, configuring CRM solutions, and providing support during implementation. Candidates should have at least 2 years of experience with platforms like Salesforce or Zoho CRM, along with strong communication and client-handling skills. Understanding of the BFSI domain will be an added advantage.

Qualifications

• Minimum 2 years of experience in any CRM such as Salesforce, Zoho CRM, or CRMNext.
• Strong understanding of CRM workflows and business process mapping.
• Exposure to BFSI domain preferred.
• Familiarity with BFSI domain is a plus.

Responsibilities

• Work closely with clients to understand their business processes and CRM requirements.
• Configure and customize CRM platforms based on client needs.
• Conduct product demonstrations, training, and workshops for clients/end-users.
• Conduct product demonstrations, training, and workshops for clients.
• Provide functional support during testing, deployment, and post-implementation phases.
• Document configurations, processes, and best practices.
• Manage end-to-end implementation and user training.
• Document functional requirements, workflows, and integration points.

Skills

CRM workflows and business process mapping

Communication skills

Client-handling skills

Tools

Salesforce

Zoho CRM

CRMNext

Job description

Functional Consultants / Business Analyst

Location: Andheri East, Mumbai / Navi Mumbai
Experience: Minimum 2 years
Notice Period: Immediate joiners or up to 15 days
Employment Type: Full-time / On-site
Open Positions: 10

We are looking for a Functional Consultant with CRM expertise to join our dynamic team. The ideal candidate should have hands‑on experience in understanding, configuring, and implementing CRM solutions for end clients. Exposure to the BFSI domain will be considered a significant advantage.

Key Responsibilities:

• Work closely with clients to understand their business processes and CRM requirements
• Understand client requirements, map them to product capabilities, and provide suitable solutions.
• Configure product features, modules, and workflows as per business needs.
• Collaborate with technical teams to ensure smooth integration and implementation.
• Conduct product demonstrations, training, and workshops for clients/end-users.
• Provide functional support during testing, deployment, and post-implementation phases.
• Document configurations, processes, and best practices.
• Configure and customize CRM platforms based on client needs
• Manage end‑to‑end implementation, testing, and user training
• Collaborate with technical teams to ensure smooth project delivery
• Document functional requirements, workflows, and integration points

Required Skills & Experience:

• Minimum 2 years of experience in any CRM such as Salesforce, Zoho CRM, or CRMNext
• Strong understanding of CRM workflows and business process mapping
• Excellent communication and client-handling skills
• Exposure to BFSI (Banking, Financial Services, or Insurance) domain preferred