About the Role
Smartsevak is looking for a Product Consultant – SaaS & Client Solutions who can take ownership of client onboarding, product implementation, demonstrations, training, and ongoing product adoption.
This is a client-facing product role suited for someone who is comfortable understanding business processes, working with technology, coordinating with internal teams, and ensuring that the implemented solution is actually working successfully for the client.
The role is ideal for someone who wants exposure across product, implementation, customer interaction, workflow design, SaaS solutions, and automation .
Key Responsibilities
- Understand client business processes and map them into Smartsevak workflows.
- Take ownership of client onboarding and implementation from requirement discussion to go-live.
- Conduct online and offline product demonstrations for prospects and clients.
- Train client teams on CRM, workflows, automation, dashboards, and day-to-day product usage.
- Coordinate with sales, product, and development teams for client requirements and implementation.
- Handle client communication throughout the implementation process and ensure timely completion of dependencies.
- Coordinate integrations such as WhatsApp/Meta onboarding, advertising integrations, dialler integrations, APIs, and automation workflows.
- Work with automation tools such as n8n and coordinate technical implementation where required.
- Test implemented workflows and ensure that lead funnels, follow-ups, integrations, and reporting are functioning properly.
- Monitor whether agreed KPIs and workflows are actually being followed after implementation.
- Identify gaps in product usage and suggest improvements to increase adoption.
- Collect recurring client requirements and provide structured inputs for product improvements.
- Research possible product improvements, workflows, integrations, or automation approaches when required.
- Support the sales team during solution discussions and technical/product demonstrations.
- Visit client locations when required for requirement discussions, implementation, training, or go-live support.
What We Are Looking For
- 2–3 years of experience in SaaS, CRM, ERP, product consulting, software implementation, technical customer success, or a similar role.
- Strong communication and presentation skills.
- Ability to confidently conduct product demonstrations and client meetings.
- Good understanding of software products, workflows, and business processes.
- Comfortable discussing APIs, integrations, webhooks, automation, CRM workflows, and technical requirements at a functional level.
- Ability to coordinate effectively with developers and translate client requirements clearly.
- Strong ownership and follow-up skills.
- Ability to independently manage multiple client implementations.
- Comfortable travelling locally for client visits when required.
- Good analytical ability and willingness to research and suggest product improvements.
- B.Tech / MCA or similar technical background preferred, but not mandatory for a strong candidate.
Preferred Experience
Exposure to any of the following will be an advantage:
CRM | SaaS | WhatsApp Business API | Meta Business Manager | Marketing Automation | Hospital CRM Software | Call Tracking | Diallers
Key Performance Areas
Performance in this role will be measured across:
- Successful client onboarding and go-live
- Implementation quality and timelines
- Product adoption and account health
- Correct implementation of client workflows and funnels
- Achievement and visibility of agreed KPIs
- Quality of product demonstrations and training
- Client communication and issue ownership
- Product improvement suggestions and process inputs
- Coordination with internal product and development teams
Ideal Candidate
We are looking for someone with strong communication skills, good technical understanding, and a high level of ownership .
The candidate should be willing to thoroughly understand the Smartsevak product , its modules, workflows, integrations, and practical use cases so that they can confidently represent the product in front of clients.
They should be comfortable engaging with the development team to understand technical requirements, discuss product gaps, coordinate integrations, clarify client requirements, and follow through until implementation is completed.
The person should also be able to coordinate effectively with customers and the sales team , understand business requirements, translate them into workable product solutions, and communicate technical concepts in simple business language.
The ideal candidate should be comfortable:
- Conducting product demonstrations and solution discussions
- Managing client onboarding and implementation
- Coordinating with development and internal teams
- Training client staff and ensuring product adoption
- Following up with customers and internal stakeholders to get things completed
- Understanding implemented workflows and identifying gaps or improvements
- Providing practical inputs for product improvement based on client requirements and usage
- This is not a pure sales or support role. It is a product-oriented, client-facing role where the person is expected to develop strong product knowledge and act as an effective bridge between customers, sales, product, and development teams .