SaaS Implementation & Demo Executive

Company Description We are a SaaS-focused business helping Indian businesses improve their marketing, sales and operations using an all-in-one AI-powered business platform.

Our platform brings together CRM, WhatsApp, funnels, forms, workflows, calendar, payments, AI, community and other business tools under one system.

We are looking for a SaaS Implementation & Demo Executive who can understand business requirements, demonstrate software clearly, configure client accounts and train customers.

This is not a coding job.

You do not need to be a software developer.

You need to be comfortable in learning the operation of the SaaS Platform, understanding business processes and explaining technology in simple language.focused on delivering reliable, user-friendly products to business customers. The team values collaboration, accountability, and continuous improvement, and works closely with clients to understand and address their operational challenges.

Employees have opportunities to contribute directly to customer success and product enhancement through feedback and innovation. The organization supports professional development and encourages learning in technology, customer experience, and implementation best practices.

THE ROLE

You will be responsible for four major areas:

1. Product Demonstrations

Conduct online product demonstrations for prospective customers.

Understand the customer's business first and then demonstrate the relevant SaaS Universe features.

You should be able to demonstrate journeys such as:

Lead → Form → CRM → WhatsApp → Workflow → Calendar → Follow-up

You should not simply show a list of features.

You should explain how the system solves a business problem.

2. Client Implementation

After a customer purchases the service, configure their account according to the agreed requirements.

Responsibilities may include:

• Configure Sites and landing pages
• Create Forms
• Configure custom fields
• Configure CRM contacts and pipelines
• Set up WhatsApp / WABA
• Create WhatsApp templates where required
• Configure Workflows
• Configure Calendar and appointments
• Configure AI Brain / AI Agents where included
• Assist with Finance/payment configuration where required
• Test the complete customer journey
• Document the configuration

3. Customer Onboarding & Training

Conduct customer onboarding sessions.

Teach customers how to:

• Access their account
• Manage CRM contacts
• View opportunities
• Track pipeline stages
• Check WhatsApp conversations
• Manage appointments
• Understand workflows
• Use forms
• Monitor their customer journey

The objective is to make the customer comfortable using the system independently.

4. First-Level Customer Support

Handle basic customer questions and troubleshooting.

Examples:

• Lead not appearing in CRM
• Form configuration questions
• WhatsApp workflow questions
• Calendar booking questions
• Pipeline questions
• Basic account configuration
• Form submission questions
• Automation testing

Complex platform-level technical issues should be escalated through the appropriate support process rather than guessed at.

KEY PLATFORM AREAS YOU WILL LEARN

You will progressively become proficient in:

• Sites
• Forms
• CRM
• Workflows
• WhatsApp
• WABA
• Calendar
• AI Brain
• AI Agents
• Finance
• Shop
• Community

You will not be expected to master everything on Day 1.

We will train you progressively.

WHAT SUCCESS LOOKS LIKE

A successful candidate will be able to take a customer's business requirement and turn it into a simple system.

For example:

Customer receives an enquiry

→ Form captures the lead

→ CRM records the contact

→ Workflow triggers follow-up

→ WhatsApp sends confirmation

→ Calendar allows booking

→ CRM tracks the opportunity

→ AI can assist with first-line enquiries where configured

You should be able to demonstrate this journey confidently to a business owner.

REQUIRED QUALIFICATIONSEducation

Any graduate.

Preferred backgrounds:

• BCA
• BBA
• B.Com
• B.Sc.
• BE/B.Tech
• Digital Marketing
• Business/Management

Degree is not the primary selection criterion. Practical ability is more important.

Experience

1–3 years of experience in one or more of:

• SaaS
• CRM
• Digital marketing
• Marketing automation
• WhatsApp Business
• Website/funnel building
• Customer onboarding
• Customer success
• Software product demonstrations
• Inside sales
• Technical support
• Business process implementation

Candidates with experience using CRM, website builders, marketing automation or business software will have an advantage.

TECHNICAL REQUIREMENTS

You should be comfortable with:

• Web applications
• Google Workspace / Microsoft Office
• Browsers
• Basic spreadsheets
• WhatsApp Business
• Video conferencing
• Online forms
• CRM systems
• Learning new software

Coding requirement

No coding experience is required.

Basic understanding of technology is sufficient.

COMMUNICATION REQUIREMENTS

You must be able to:

• Speak clearly with business owners
• Conduct online demos
• Ask discovery questions
• Explain software without technical jargon
• Understand customer requirements
• Write professional WhatsApp/email messages
• Conduct customer training sessions

English communication is important.

Hindi and/or a South Indian regional language is an advantage.

PERSONAL QUALITIES

We are looking for someone who is:

• Curious
• Patient
• Structured
• Responsible
• Good at explaining things
• Comfortable speaking to customers
• Fast at learning software
• Problem-solving oriented
• Detail-oriented
• Willing to document processes
• Comfortable working in a startup environment

Most important:

Learning ability > degree

Communication ability > technical jargon

Problem-solving ability > certificates

THIS ROLE IS NOT FOR YOU IF

• You only want a coding job
• You dislike talking to customers
• You are uncomfortable conducting demos
• You need someone to explain every computer task to you
• You don't enjoy learning new software
• You cannot work independently
• You only want a pure telecalling role

KEY RESPONSIBILITIES

1. Conduct product demos.
2. Understand customer requirements.
3. Configure client accounts.
4. Build CRM pipelines.
5. Configure Forms and custom fields.
6. Configure WhatsApp/WABA workflows.
7. Configure automated follow-ups.
8. Configure Calendar booking.
9. Test customer journeys.
10. Conduct onboarding sessions.
11. Train customers.
12. Handle first-level support.
13. Maintain implementation checklists.
14. Maintain customer configuration records.
15. Escalate complex issues appropriately.
16. Continuously improve implementation SOPs.

PERFORMANCE EXPECTATIONS

During the first 90 days, the employee should progressively become capable of:

Month 1

• Understand the platform
• Learn core modules
• Observe demos
• Practice demos
• Complete basic configurations

Month 2

• Conduct selected demos independently
• Configure basic client systems
• Conduct onboarding sessions
• Handle basic customer questions

Month 3

• Conduct complete demos independently
• Implement standard client journeys
• Train customers
• Handle first-level support
• Maintain implementation quality and documentation

REPORTING

You will report directly to the Founder / Business Owner.

COMPENSATION

Fixed Salary: ₹20,000–₹30,000/month

Final salary will depend on:

• Experience
• Communication skills
• SaaS exposure
• Demo ability
• Learning ability
• Implementation capability

Performance incentives are available in addition to fixed salary.

HOW TO APPLY

Please send:

1. Updated CV
2. Current location
3. Current salary
4. Expected salary
5. Years of experience
6. SaaS/CRM/software experience
7. Examples of software products you have demonstrated or implemented
8. A short 2-minute video introducing yourself and explaining why you are suitable for this role

Shortlisted candidates will complete a practical software demonstration test.

Subject: Application – SaaS Implementation & Demo Executive