Implementation Consultant [BFSI-LOS]

Role : Implementation Consultant – Loan Orientation System [LOS]

About LeadSquared:  

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

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

The Role: 

We are looking for an Implementation Consultant to drive successful onboarding and deployment of LeadSquared’s LOS platform for clients. This role involves understanding client requirements, configuring solutions, and ensuring seamless delivery aligned with business objectives.

Key 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 cross-functional teams (Sales, Product, 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

Requirements: 

•        2–5 years of experience in SaaS implementation / consulting roles

•        Hands-on experience with LOS (Loan Origination Systems) or BFSI domain

•        Strong understanding of workflows, APIs, and system integrations

•        Excellent problem-solving and communication skills

•        Ability to manage multiple client projects simultaneously

•        Experience in CRM / Marketing Automation platforms is a plus

•        Knowledge of BFSI processes (Lending lifecycle, underwriting, collections)

•        Exposure to tools like CRM, ERP, or automation platforms

•        Basic technical understanding (APIs, webhooks, data mapping)

Why Should You Apply? 

•        Fast-paced environment with exposure to leading Banks, NBFCs, and FinTech lenders

•        Accelerated growth & rewards based on deal closures and revenue targets

•        Easily approachable management with direct access to leadership

•        Work with the best minds in lending technology and industry leaders

•        Flexible work timings with hybrid working options

•        Opportunity to work on complex, large-scale implementations

•        Collaborative and high-growth culture