Management Trainee - Customer Support

Job Description – Management Trainee – SaaS

About Simplify Practice Simplify Practice is a specialized practice management solution designed for CA firms and professional service providers. The platform helps chartered accountants streamline client management, automate workflows, manage tasks efficiently, and improve team productivity through easy-to-use digital tools. Our goal is to help CA firms simplify their daily operations and focus more on client servicing and business growth.

Job Summary We are looking for a dynamic and confident Management Trainee – SaaS who will be responsible for connecting with Chartered Accountant (CA) firms, fixing appointments for online product demonstrations, and conducting Zoom-based demos of our Simplify Practice solution. The candidate should possess excellent communication skills, confidence in online presentations, and a proactive sales approach.

Key Responsibilities

• Connect with CA firms through cold calling, database calling, and follow-ups
• Generate and schedule appointments for online product demonstrations
• Conduct professional product demos through Zoom/Google Meet Explain product features, benefits, and business advantages to prospective clients
• Understand client requirements and address basic product-related queries Maintain daily call reports, appointment trackers, and follow-up status
• Coordinate with the sales and technical team for smooth onboarding of interested clients Build and maintain strong relationships with prospects for future business opportunities Achieve monthly appointment and demo targets
• Candidate Requirements

Graduate in any discipline, Good communication and presentation skills Comfortable conducting online meetings and demos Basic knowledge of MS Excel, CRM, and Zoom/Google Meet platforms Positive attitude and willingness to learn

Pay

₹18,000.00 - ₹21,000.00 per month

Application Question(s)

Are comfortable for doing cold callings, scheduling meetings for CA firm?

Work Location

In person